Widmann Financial Services’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 | $953K | Sell |
22,178
-689
| -3% | -$29.6K | 0.66% | 45 |
|
|
2025
Q1 | $941K | Sell |
22,867
-84
| -0.4% | -$3.46K | 0.73% | 44 |
|
|
2024
Q4 | $996K | Sell |
22,951
-79
| -0.3% | -$3.43K | 0.77% | 42 |
|
|
2024
Q3 | $985K | Sell |
23,030
-153
| -0.7% | -$6.54K | 0.75% | 42 |
|
|
2024
Q2 | $901K | Sell |
23,183
-220
| -0.9% | -$8.55K | 0.73% | 44 |
|
|
2024
Q1 | $912K | Sell |
23,403
-331
| -1% | -$12.9K | 0.77% | 44 |
|
|
2023
Q4 | $876K | Sell |
23,734
-25
| -0.1% | -$923 | 0.79% | 44 |
|
|
2023
Q3 | $680K | Buy |
23,759
+937
| +4% | +$26.8K | 0.68% | 46 |
|
|
2023
Q2 | $693K | Buy |
22,822
+202
| +0.9% | +$6.13K | 0.66% | 47 |
|
|
2023
Q1 | $771K | Buy |
22,620
+101
| +0.4% | +$3.44K | 0.78% | 44 |
|
|
2022
Q4 | $969K | Sell |
22,519
-9
| -0% | -$387 | 1.01% | 35 |
|
|
2022
Q3 | $981K | Sell |
22,528
-97
| -0.4% | -$4.22K | 1.09% | 33 |
|
|
2022
Q2 | $1.07M | Buy |
22,625
+453
| +2% | +$21.5K | 1.11% | 32 |
|
|
2022
Q1 | $1.26M | Buy |
22,172
+472
| +2% | +$26.8K | 1.11% | 30 |
|
|
2021
Q4 | $1.27M | Buy |
+21,700
| New | +$1.27M | 1.05% | 30 |
|