Winch Advisory 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 | $29.9K | Buy |
697
+10
| +1% | +$430 | 0.01% | 200 |
|
|
2025
Q1 | $28.3K | Buy |
687
+7
| +1% | +$288 | 0.01% | 195 |
|
|
2024
Q4 | $29.5K | Sell |
680
-593
| -47% | -$25.7K | 0.01% | 199 |
|
|
2024
Q3 | $54.4K | Buy |
1,273
+8
| +0.6% | +$342 | 0.02% | 146 |
|
|
2024
Q2 | $49.1K | Sell |
1,265
-161
| -11% | -$6.25K | 0.01% | 148 |
|
|
2024
Q1 | $55.6K | Buy |
1,426
+12
| +0.8% | +$468 | 0.02% | 144 |
|
|
2023
Q4 | $52.2K | Buy |
1,414
+13
| +0.9% | +$480 | 0.02% | 140 |
|
|
2023
Q3 | $40K | Sell |
1,401
-63
| -4% | -$1.8K | 0.01% | 152 |
|
|
2023
Q2 | $44K | Buy |
1,464
+689
| +89% | +$20.7K | 0.02% | 137 |
|
|
2023
Q1 | $26K | Buy |
+775
| New | +$26K | 0.01% | 175 |
|
|
2019
Q3 | – | Sell |
-39
| Closed | -$2K | – | 425 |
|
|
2019
Q2 | $2K | Sell |
39
-24
| -38% | -$1.23K | ﹤0.01% | 383 |
|
|
2019
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 300 |
|
|
2017
Q3 | – | Sell |
-91
| Closed | -$4K | – | 318 |
|
|
2017
Q2 | $4K | Sell |
91
-29,627
| -100% | -$1.3M | ﹤0.01% | 232 |
|
|
2017
Q1 | $1.33M | Buy |
29,718
+3,289
| +12% | +$147K | 0.84% | 38 |
|
|
2016
Q4 | $1.24M | Buy |
+26,429
| New | +$1.24M | 0.86% | 33 |
|