Woodard & Company Asset Management Group’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 | $675K | Hold |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $654K | Hold |
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|
2023
Q4 | $620K | Hold |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $510K | Hold |
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|
2023
Q1 | $572K | Hold |
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|
2022
Q4 | $722K | Hold |
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|
2022
Q3 | $731K | Buy |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $725K | Hold |
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|
2021
Q4 | $748K | Hold |
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|
2021
Q3 | $750K | Buy |
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|
2021
Q2 | $666K | Hold |
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|
2021
Q1 | $699K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $488K | Hold |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $736K | Sell |
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|
2019
Q3 | $1.53M | Buy |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q4 | $1.23M | Buy |
|