Wealth Quarterback’s Truist Financial TFC Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $1.26M | Buy | 
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| 
        
          
      
        2025
         Q2  | $1.14M | Buy | 
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| 
        
          
      
        2025
         Q1  | $682K | Buy | 
         | 
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| 
        
          
      
        2024
         Q4  | $663K | Buy | 
         | 
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| 
        
          
      
        2024
         Q3  | $642K | Sell | 
         | 
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| 
        
          
      
        2024
         Q2  | $592K | Sell | 
         | 
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| 
        
          
      
        2024
         Q1  | $695K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $796K | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $606K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $587K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $632K | Buy | 
         | 
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| 
        
          
      
        2022
         Q4  | $748K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $737K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $641K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $158K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $149K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | – | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $55.8K | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $114K | Buy | 
         |