WealthTrust Axiom’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 | $228K | Sell |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q2 | $503K | Hold |
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|
2022
Q1 | $601K | Hold |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $578K | Buy |
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|
2021
Q1 | $598K | Hold |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $256K | Buy |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q3 | $377K | Hold |
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|
2019
Q2 | $347K | Hold |
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|
2019
Q1 | $329K | Hold |
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|
2018
Q4 | $306K | Hold |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $345K | Hold |
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|
2018
Q1 | $356K | Hold |
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|
2017
Q4 | $340K | Hold |
|
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|
2017
Q3 | $321K | Hold |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $306K | Buy |
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|
2016
Q4 | $318K | Buy |
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|
2016
Q3 | $254K | Buy |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $224K | Buy |
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|
2015
Q4 | $255K | Buy |
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|
2015
Q3 | $240K | Buy |
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