WestEnd Advisors’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 | $1.25K | Sell |
29
-9
| -24% | -$387 | ﹤0.01% | 193 |
|
|
2025
Q1 | $1.56K | Buy |
38
+25
| +192% | +$1.03K | ﹤0.01% | 171 |
|
|
2024
Q4 | $564 | Buy |
13
+3
| +30% | +$130 | ﹤0.01% | 165 |
|
|
2024
Q3 | $428 | Buy |
10
+3
| +43% | +$128 | ﹤0.01% | 197 |
|
|
2024
Q2 | $272 | Buy |
7
+2
| +40% | +$78 | ﹤0.01% | 229 |
|
|
2024
Q1 | $195 | Buy |
+5
| New | +$195 | ﹤0.01% | 250 |
|
|
2022
Q2 | – | Hold |
0
| – | -$850K | – | 364 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$936 | – | 116 |
|
|
2021
Q4 | $936 | Buy |
+16
| New | +$936 | ﹤0.01% | 113 |
|
|
2021
Q3 | – | Hold |
0
| – | -$832K | – | 100 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 107 |
|
|
2019
Q4 | – | Sell |
-19
| Closed | -$1.01K | – | 76 |
|
|
2019
Q3 | $1.01K | Buy |
+19
| New | +$1.01K | ﹤0.01% | 76 |
|