Wealthcare Advisory Partners’s Truist Financial TFC Stock Holding History

Wealthcare Advisory Partners’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.09M	Sell	211,369 -19,335	-8%	-$831K	0.21%	97
2025 Q1	$9.49M	Sell	230,704 -22,686	-9%	-$934K	0.25%	78
2024 Q4	$11M	Buy	253,390 +535	+0.2%	+$23.2K	0.31%	65
2024 Q3	$10.8M	Buy	252,855 +11,190	+5%	+$479K	0.31%	64
2024 Q2	$9.39M	Buy	241,665 +22,577	+10%	+$877K	0.29%	65
2024 Q1	$8.54M	Buy	219,088 +3,973	+2%	+$155K	0.28%	66
2023 Q4	$7.94M	Buy	215,115 +53,737	+33%	+$1.98M	0.32%	60
2023 Q3	$4.62M	Buy	161,378 +2,807	+2%	+$80.3K	0.21%	89
2023 Q2	$4.81M	Buy	158,571 +22,834	+17%	+$693K	0.22%	82
2023 Q1	$4.63M	Buy	135,737 +64,566	+91%	+$2.2M	0.2%	90
2022 Q4	$3.06M	Buy	71,171 +38,019	+115%	+$1.64M	0.15%	120
2022 Q3	$1.44M	Buy	33,152 +7,394	+29%	+$322K	0.08%	181
2022 Q2	$1.22M	Sell	25,758 -264	-1%	-$12.5K	0.07%	181
2022 Q1	$1.48M	Sell	26,022 -474	-2%	-$26.9K	0.09%	135
2021 Q4	$1.55M	Sell	26,496 -923	-3%	-$54K	0.09%	134
2021 Q3	$1.61M	Buy	27,419 +2,299	+9%	+$135K	0.11%	124
2021 Q2	$1.39M	Sell	25,120 -2,487	-9%	-$138K	0.09%	146
2021 Q1	$1.61M	Sell	27,607 -727	-3%	-$42.4K	0.12%	112
2020 Q4	$1.36M	Sell	28,334 -3,435	-11%	-$165K	0.12%	107
2020 Q3	$1.21M	Buy	31,769 +10,114	+47%	+$385K	0.13%	98
2020 Q2	$813K	Sell	21,655 -459	-2%	-$17.2K	0.1%	119
2020 Q1	$682K	Buy	22,114 +67	+0.3%	+$2.07K	0.1%	121
2019 Q4	$1.24M	Buy	22,047 +20,284	+1,151%	+$1.14M	0.16%	82
2019 Q3	$94K	Buy	1,763 +372	+27%	+$19.8K	0.01%	407
2019 Q2	$68K	Buy	1,391 +9	+0.7%	+$440	0.01%	448
2019 Q1	$64K	Buy	1,382 +8	+0.6%	+$370	0.01%	415
2018 Q4	$60K	Sell	1,374 -1,242	-47%	-$54.2K	0.01%	400
2018 Q3	$127K	Buy	2,616 +1,277	+95%	+$62K	0.02%	292
2018 Q2	$68K	Sell	1,339 -145	-10%	-$7.36K	0.01%	402
2018 Q1	$77K	Sell	1,484 -164	-10%	-$8.51K	0.02%	324
2017 Q4	$82K	Buy	1,648 +50	+3%	+$2.49K	0.02%	294
2017 Q3	$75K	Buy	+1,598	New	+$75K	0.02%	254