Wedmont Private Capital’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 | $598K | Buy |
13,237
+2,075
| +19% | +$93.7K | 0.03% | 382 |
|
|
2025
Q1 | $395K | Sell |
11,162
-1,186
| -10% | -$42K | 0.02% | 441 |
|
|
2024
Q4 | $528K | Buy |
12,348
+1,978
| +19% | +$84.6K | 0.03% | 360 |
|
|
2024
Q3 | $436K | Buy |
10,370
+953
| +10% | +$40K | 0.02% | 403 |
|
|
2024
Q2 | $381K | Buy |
9,417
+2,844
| +43% | +$115K | 0.02% | 418 |
|
|
2024
Q1 | $256K | Buy |
6,573
+525
| +9% | +$20.5K | 0.02% | 492 |
|
|
2023
Q4 | $230K | Buy |
+6,048
| New | +$230K | 0.02% | 493 |
|
|
2023
Q3 | – | Sell |
-6,714
| Closed | -$222K | – | 533 |
|
|
2023
Q2 | $222K | Sell |
6,714
-1,106
| -14% | -$36.6K | 0.02% | 448 |
|
|
2023
Q1 | $259K | Buy |
+7,820
| New | +$259K | 0.03% | 379 |
|
|
2022
Q4 | – | Sell |
-5,838
| Closed | -$254K | – | 468 |
|
|
2022
Q3 | $254K | Buy |
5,838
+911
| +18% | +$39.6K | 0.05% | 297 |
|
|
2022
Q2 | $234K | Sell |
4,927
-1,498
| -23% | -$71.1K | 0.05% | 290 |
|
|
2022
Q1 | $355K | Buy |
6,425
+1,991
| +45% | +$110K | 0.08% | 201 |
|
|
2021
Q4 | $296K | Buy |
+4,434
| New | +$296K | 0.09% | 172 |
|