Wolff Wiese Magana’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 | $8.38K | Hold |
195
| – | – | 0.01% | 454 |
|
|
2025
Q1 | $8.03K | Hold |
195
| – | – | 0.01% | 451 |
|
|
2024
Q4 | $8.46K | Buy |
195
+155
| +388% | +$6.73K | 0.01% | 453 |
|
|
2024
Q3 | $1.71K | Hold |
40
| – | – | ﹤0.01% | 767 |
|
|
2024
Q2 | $1.55K | Hold |
40
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $1.56K | Hold |
40
| – | – | ﹤0.01% | 529 |
|
|
2023
Q4 | $1.48K | Buy |
+40
| New | +$1.48K | ﹤0.01% | 516 |
|
|
2023
Q3 | – | Sell |
-35
| Closed | -$1.06K | – | 850 |
|
|
2023
Q2 | $1.06K | Sell |
35
-675
| -95% | -$20.5K | ﹤0.01% | 610 |
|
|
2023
Q1 | $24.2K | Sell |
710
-35
| -5% | -$1.19K | 0.02% | 251 |
|
|
2022
Q4 | $32.1K | Buy |
745
+15
| +2% | +$645 | 0.03% | 219 |
|
|
2022
Q3 | $32K | Sell |
730
-135
| -16% | -$5.92K | 0.03% | 311 |
|
|
2022
Q2 | $41K | Buy |
865
+20
| +2% | +$948 | 0.03% | 285 |
|
|
2022
Q1 | $48K | Hold |
845
| – | – | 0.03% | 280 |
|
|
2021
Q4 | $49K | Hold |
845
| – | – | 0.03% | 281 |
|
|
2021
Q3 | $50K | Sell |
845
-34
| -4% | -$2.01K | 0.04% | 279 |
|
|
2021
Q2 | $49K | Sell |
879
-366
| -29% | -$20.4K | 0.04% | 283 |
|
|
2021
Q1 | $73K | Hold |
1,245
| – | – | 0.06% | 226 |
|
|
2020
Q4 | $60K | Buy |
+1,245
| New | +$60K | 0.05% | 234 |
|