1IA
1834 Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09M | Sell |
188,123
-74
| -0% | -$3.18K | 1.02% | 26 |
|
|
2025
Q1 | $7.74M | Sell |
188,197
-7,700
| -4% | -$317K | 1% | 27 |
|
|
2024
Q4 | $8.5M | Sell |
195,897
-11,801
| -6% | -$512K | 1.08% | 22 |
|
|
2024
Q3 | $8.88M | Sell |
207,698
-1,483
| -0.7% | -$63.4K | 1.03% | 24 |
|
|
2024
Q2 | $8.13M | Buy |
209,181
+7,145
| +4% | +$278K | 0.98% | 25 |
|
|
2024
Q1 | $7.88M | Buy |
202,036
+16,214
| +9% | +$632K | 0.94% | 28 |
|
|
2023
Q4 | $6.86M | Sell |
185,822
-16,585
| -8% | -$612K | 0.82% | 37 |
|
|
2023
Q3 | $5.79M | Buy |
202,407
+4,453
| +2% | +$127K | 0.72% | 38 |
|
|
2023
Q2 | $6.01M | Buy |
197,954
+59,759
| +43% | +$1.81M | 0.72% | 38 |
|
|
2023
Q1 | $4.71M | Buy |
138,195
+75,984
| +122% | +$2.59M | 0.56% | 52 |
|
|
2022
Q4 | $2.68M | Buy |
62,211
+55,154
| +782% | +$2.37M | 0.38% | 64 |
|
|
2022
Q3 | $307K | Buy |
7,057
+7,025
| +21,953% | +$306K | 0.05% | 159 |
|
|
2022
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 445 |
|
|
2022
Q1 | – | Sell |
-151
| Closed | -$9K | – | 474 |
|
|
2021
Q4 | $9K | Buy |
+151
| New | +$9K | ﹤0.01% | 386 |
|
|
2019
Q2 | – | Sell |
-253
| Closed | -$12K | – | 459 |
|
|
2019
Q1 | $12K | Hold |
253
| – | – | ﹤0.01% | 348 |
|
|
2018
Q4 | $11K | Hold |
253
| – | – | ﹤0.01% | 352 |
|
|
2018
Q3 | $12K | Buy |
+253
| New | +$12K | ﹤0.01% | 350 |
|
|
2016
Q4 | – | Sell |
-70,263
| Closed | -$2.65M | – | 177 |
|
|
2016
Q3 | $2.65M | Buy |
70,263
+61
| +0.1% | +$2.3K | 0.58% | 55 |
|
|
2016
Q2 | $2.5M | Sell |
70,202
-17,842
| -20% | -$635K | 0.54% | 57 |
|
|
2016
Q1 | $2.93M | Buy |
88,044
+12,926
| +17% | +$430K | 0.67% | 53 |
|
|
2015
Q4 | $2.84M | Buy |
+75,118
| New | +$2.84M | 0.67% | 53 |
|