AWA
Adapt Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
19,706
-750
| -4% | -$32.2K | 0.38% | 32 |
|
|
2025
Q1 | $842K | Buy |
20,456
+9,021
| +79% | +$371K | 0.41% | 33 |
|
|
2024
Q4 | $496K | Buy |
11,435
+3,385
| +42% | +$147K | 0.24% | 46 |
|
|
2024
Q3 | $344K | Hold |
8,050
| – | – | 0.18% | 51 |
|
|
2024
Q2 | $313K | Buy |
8,050
+1,700
| +27% | +$66K | 0.2% | 51 |
|
|
2024
Q1 | $248K | Buy |
+6,350
| New | +$248K | 0.18% | 47 |
|