Western Wealth Management’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
Q4 | $210K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $218K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $208K | Buy |
|
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q2 | $409K | Buy |
|