Wealth Quarterback’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
26,492
+9,920
| +60% | +$426K | 0.54% | 41 |
|
|
2025
Q1 | $682K | Buy |
16,572
+1,285
| +8% | +$52.9K | 0.38% | 63 |
|
|
2024
Q4 | $663K | Buy |
15,287
+266
| +2% | +$11.5K | 0.31% | 56 |
|
|
2024
Q3 | $642K | Sell |
15,021
-217
| -1% | -$9.28K | 0.33% | 62 |
|
|
2024
Q2 | $592K | Sell |
15,238
-2,595
| -15% | -$101K | 0.34% | 62 |
|
|
2024
Q1 | $695K | Sell |
17,833
-3,734
| -17% | -$146K | 0.39% | 57 |
|
|
2023
Q4 | $796K | Buy |
21,567
+382
| +2% | +$14.1K | 0.49% | 48 |
|
|
2023
Q3 | $606K | Buy |
21,185
+1,833
| +9% | +$52.4K | 0.52% | 48 |
|
|
2023
Q2 | $587K | Buy |
19,352
+831
| +4% | +$25.2K | 0.41% | 51 |
|
|
2023
Q1 | $632K | Buy |
18,521
+1,132
| +7% | +$38.6K | 0.54% | 43 |
|
|
2022
Q4 | $748K | Buy |
17,389
+470
| +3% | +$20.2K | 0.62% | 36 |
|
|
2022
Q3 | $737K | Buy |
16,919
+3,405
| +25% | +$148K | 0.78% | 37 |
|
|
2022
Q2 | $641K | Buy |
+13,514
| New | +$641K | 0.5% | 45 |
|
|
2021
Q3 | $158K | Buy |
2,689
+16
| +0.6% | +$940 | 0.11% | 127 |
|
|
2021
Q2 | $149K | Buy |
+2,673
| New | +$149K | 0.09% | 139 |
|
|
2020
Q2 | – | Sell |
-1,808
| Closed | -$55.8K | – | 697 |
|
|
2020
Q1 | $55.8K | Sell |
1,808
-217
| -11% | -$6.69K | 0.05% | 212 |
|
|
2019
Q4 | $114K | Buy |
+2,025
| New | +$114K | 0.1% | 152 |
|