Wealthspire Advisors (New York)’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
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $898K | Buy |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $782K | Sell |
|
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $874K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $968K | Sell |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $301K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $28K | Buy |
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