Wellington Shields & Co’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
Q3 | $137K | Hold |
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|
2025
Q2 | $129K | Sell |
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|
2025
Q1 | $165K | Hold |
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|
2024
Q4 | $174K | Hold |
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|
2024
Q3 | $171K | Hold |
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $117K | Hold |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $85.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $192K | Hold |
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|
2022
Q3 | $194K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $219K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $202K | Buy |
|