Wealthspire Advisors (Maryland)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $942K | Buy |
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|
2019
Q4 | $1.71M | Buy |
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|
2019
Q3 | $771K | Sell |
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|
2019
Q2 | $713K | Sell |
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|
2019
Q1 | $697K | Buy |
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|
2018
Q4 | $612K | Buy |
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|
2018
Q3 | $679K | Sell |
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|
2018
Q2 | $763K | Buy |
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|
2018
Q1 | $746K | Sell |
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|
2017
Q4 | $718K | Buy |
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|
2017
Q3 | $644K | Sell |
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|
2017
Q2 | $627K | Buy |
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|
2017
Q1 | $335K | Sell |
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|
2016
Q4 | $356K | Buy |
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|
2016
Q3 | $281K | Sell |
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|
2016
Q2 | $284K | Buy |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $318K | Buy |
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