Western Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,910
| Closed | -$213K | – | 704 |
|
|
2024
Q4 | $213K | Sell |
4,910
-188
| -4% | -$8.16K | 0.01% | 626 |
|
|
2024
Q3 | $218K | Buy |
+5,098
| New | +$218K | 0.01% | 693 |
|
|
2023
Q2 | – | Sell |
-6,110
| Closed | -$208K | – | 672 |
|
|
2023
Q1 | $208K | Buy |
6,110
+11
| +0.2% | +$375 | 0.02% | 596 |
|
|
2022
Q4 | $262K | Sell |
6,099
-7,037
| -54% | -$303K | 0.03% | 498 |
|
|
2022
Q3 | $571K | Buy |
13,136
+5,907
| +82% | +$257K | 0.03% | 440 |
|
|
2022
Q2 | $344K | Sell |
7,229
-5
| -0.1% | -$238 | 0.02% | 573 |
|
|
2022
Q1 | $410K | Sell |
7,234
-625
| -8% | -$35.4K | 0.02% | 587 |
|
|
2021
Q4 | $458K | Buy |
+7,859
| New | +$458K | 0.05% | 350 |
|
|
2021
Q2 | $409K | Buy |
+7,352
| New | +$409K | 0.04% | 408 |
|