WealthTrust Axiom’s Truist Financial TFC Stock Holding History

WealthTrust Axiom’s Portfolio TFC Stock Details TFC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell	5,301 -4,510	-46%	-$194K	0.07%	221
2025 Q1	$404K	Hold	9,811	–	–	0.12%	151
2024 Q4	$426K	Sell	9,811 -133	-1%	-$5.77K	0.13%	147
2024 Q3	$425K	Hold	9,944	–	–	0.13%	150
2024 Q2	$386K	Hold	9,944	–	–	0.13%	156
2024 Q1	$388K	Hold	9,944	–	–	0.12%	156
2023 Q4	$367K	Sell	9,944 -980	-9%	-$36.2K	0.12%	156
2023 Q3	$313K	Hold	10,924	–	–	0.11%	164
2023 Q2	$332K	Hold	10,924	–	–	0.11%	169
2023 Q1	$373K	Hold	10,924	–	–	0.13%	157
2022 Q4	$470K	Sell	10,924 -1	-0%	-$43	0.16%	127
2022 Q3	$475K	Buy	10,925 +314	+3%	+$13.7K	0.18%	112
2022 Q2	$503K	Hold	10,611	–	–	0.18%	116
2022 Q1	$601K	Hold	10,611	–	–	0.19%	109
2021 Q4	$621K	Buy	10,611 +120	+1%	+$7.02K	0.2%	103
2021 Q3	$615K	Buy	10,491 +70	+0.7%	+$4.1K	0.21%	103
2021 Q2	$578K	Buy	10,421 +159	+2%	+$8.82K	0.19%	113
2021 Q1	$598K	Hold	10,262	–	–	0.2%	103
2020 Q4	$491K	Buy	10,262 +1	+0%	+$48	0.18%	113
2020 Q3	$390K	Buy	10,261 +1,937	+23%	+$73.6K	0.17%	112
2020 Q2	$312K	Buy	8,324 +1	+0%	+$37	0.14%	130
2020 Q1	$256K	Buy	8,323 +1	+0%	+$31	0.13%	139
2019 Q4	$468K	Buy	8,322 +1,244	+18%	+$70K	0.16%	109
2019 Q3	$377K	Hold	7,078	–	–	0.13%	125
2019 Q2	$347K	Hold	7,078	–	–	0.12%	139
2019 Q1	$329K	Hold	7,078	–	–	0.12%	147
2018 Q4	$306K	Hold	7,078	–	–	0.13%	138
2018 Q3	$343K	Buy	7,078 +229	+3%	+$11.1K	0.12%	140
2018 Q2	$345K	Hold	6,849	–	–	0.12%	140
2018 Q1	$356K	Hold	6,849	–	–	0.13%	140
2017 Q4	$340K	Hold	6,849	–	–	0.13%	142
2017 Q3	$321K	Hold	6,849	–	–	0.12%	151
2017 Q2	$311K	Hold	6,849	–	–	0.12%	153
2017 Q1	$306K	Buy	6,849 +85	+1%	+$3.8K	0.11%	155
2016 Q4	$318K	Buy	6,764 +4	+0.1%	+$188	0.12%	148
2016 Q3	$254K	Buy	6,760 +4	+0.1%	+$150	0.09%	167
2016 Q2	$240K	Buy	6,756 +4	+0.1%	+$142	0.09%	171
2016 Q1	$224K	Buy	6,752 +4	+0.1%	+$133	0.09%	174
2015 Q4	$255K	Buy	6,748 +4	+0.1%	+$151	0.1%	160
2015 Q3	$240K	Buy	+6,744	New	+$240K	0.1%	158