Winch Advisory Services’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
Q2 | $29.9K | Buy |
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|
2025
Q1 | $28.3K | Buy |
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|
2024
Q4 | $29.5K | Sell |
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|
2024
Q3 | $54.4K | Buy |
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|
2024
Q2 | $49.1K | Sell |
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|
2024
Q1 | $55.6K | Buy |
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|
2023
Q4 | $52.2K | Buy |
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|
2023
Q3 | $40K | Sell |
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|
2023
Q2 | $44K | Buy |
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|
2023
Q1 | $26K | Buy |
|
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Sell |
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|
2019
Q1 | $3K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.24M | Buy |
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