Wealthspire Advisors (New York)’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 | $1.19M | Sell |
27,673
-2,960
| -10% | -$127K | 0.01% | 354 |
|
|
2025
Q1 | $1.26M | Sell |
30,633
-2,970
| -9% | -$122K | 0.01% | 342 |
|
|
2024
Q4 | $1.46M | Buy |
33,603
+7,507
| +29% | +$326K | 0.01% | 297 |
|
|
2024
Q3 | $1.12M | Buy |
26,096
+1,354
| +5% | +$57.9K | 0.01% | 355 |
|
|
2024
Q2 | $961K | Sell |
24,742
-1,506
| -6% | -$58.5K | 0.01% | 317 |
|
|
2024
Q1 | $1.02M | Sell |
26,248
-1,292
| -5% | -$50.4K | 0.01% | 310 |
|
|
2023
Q4 | $1.02M | Sell |
27,540
-3,856
| -12% | -$142K | 0.01% | 306 |
|
|
2023
Q3 | $898K | Buy |
31,396
+9,379
| +43% | +$268K | 0.01% | 294 |
|
|
2023
Q2 | $668K | Sell |
22,017
-924
| -4% | -$28K | 0.01% | 317 |
|
|
2023
Q1 | $782K | Sell |
22,941
-1,412
| -6% | -$48.1K | 0.01% | 290 |
|
|
2022
Q4 | $1.05M | Buy |
24,353
+4,277
| +21% | +$184K | 0.02% | 254 |
|
|
2022
Q3 | $874K | Sell |
20,076
-2,774
| -12% | -$121K | 0.02% | 243 |
|
|
2022
Q2 | $1.08M | Sell |
22,850
-649
| -3% | -$30.8K | 0.02% | 206 |
|
|
2022
Q1 | $1.33M | Sell |
23,499
-6,560
| -22% | -$372K | 0.03% | 161 |
|
|
2021
Q4 | $1.76M | Sell |
30,059
-5,919
| -16% | -$347K | 0.04% | 158 |
|
|
2021
Q3 | $2.11M | Buy |
35,978
+18,536
| +106% | +$1.09M | 0.04% | 162 |
|
|
2021
Q2 | $968K | Sell |
17,442
-20,240
| -54% | -$1.12M | 0.03% | 163 |
|
|
2021
Q1 | $2.2M | Buy |
37,682
+7,454
| +25% | +$435K | 0.05% | 167 |
|
|
2020
Q4 | $1.45M | Buy |
30,228
+20,309
| +205% | +$974K | 0.04% | 166 |
|
|
2020
Q3 | $377K | Buy |
9,919
+1,469
| +17% | +$55.8K | 0.02% | 208 |
|
|
2020
Q2 | $317K | Sell |
8,450
-27,764
| -77% | -$1.04M | 0.02% | 201 |
|
|
2020
Q1 | $1.12M | Buy |
36,214
+30,868
| +577% | +$952K | 0.05% | 177 |
|
|
2019
Q4 | $301K | Buy |
+5,346
| New | +$301K | 0.02% | 147 |
|
|
2019
Q1 | – | Sell |
-641
| Closed | -$28K | – | 708 |
|
|
2018
Q4 | $28K | Buy |
+641
| New | +$28K | ﹤0.01% | 274 |
|