Aaron Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
8,134
-557
| -6% | -$23.9K | 0.04% | 322 |
|
|
2025
Q1 | $358K | Buy |
8,691
+979
| +13% | +$40.3K | 0.04% | 290 |
|
|
2024
Q4 | $335K | Buy |
7,712
+227
| +3% | +$9.85K | 0.04% | 294 |
|
|
2024
Q3 | $320K | Buy |
7,485
+1,698
| +29% | +$72.6K | 0.04% | 281 |
|
|
2024
Q2 | $225K | Buy |
+5,787
| New | +$225K | 0.03% | 290 |
|
|
2022
Q2 | – | Sell |
-146,569
| Closed | -$2.59M | – | 780 |
|
|
2022
Q1 | $2.59M | Buy |
+146,569
| New | +$2.59M | 0.04% | 199 |
|