AWM
Apollon Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
55,048
+1,936
| +4% | +$83.2K | 0.05% | 324 |
|
|
2025
Q1 | $2.19M | Sell |
53,112
-1,390
| -3% | -$57.2K | 0.05% | 316 |
|
|
2024
Q4 | $2.36M | Buy |
54,502
+5,345
| +11% | +$232K | 0.05% | 305 |
|
|
2024
Q3 | $2.1M | Buy |
49,157
+6,136
| +14% | +$262K | 0.06% | 298 |
|
|
2024
Q2 | $1.67M | Sell |
43,021
-2,438
| -5% | -$94.7K | 0.05% | 333 |
|
|
2024
Q1 | $1.77M | Sell |
45,459
-1,317
| -3% | -$51.3K | 0.06% | 322 |
|
|
2023
Q4 | $1.73M | Buy |
46,776
+6,080
| +15% | +$224K | 0.06% | 298 |
|
|
2023
Q3 | $1.16M | Sell |
40,696
-2,665
| -6% | -$76.2K | 0.06% | 322 |
|
|
2023
Q2 | $1.32M | Buy |
43,361
+14,383
| +50% | +$437K | 0.06% | 315 |
|
|
2023
Q1 | $988K | Buy |
28,978
+11,154
| +63% | +$380K | 0.06% | 330 |
|
|
2022
Q4 | $767K | Buy |
17,824
+1,047
| +6% | +$45.1K | 0.05% | 377 |
|
|
2022
Q3 | $730K | Buy |
16,777
+1,588
| +10% | +$69.1K | 0.06% | 348 |
|
|
2022
Q2 | $720K | Sell |
15,189
-2,180
| -13% | -$103K | 0.06% | 340 |
|
|
2022
Q1 | $985K | Sell |
17,369
-1,538
| -8% | -$87.2K | 0.07% | 284 |
|
|
2021
Q4 | $1.11M | Buy |
18,907
+12,339
| +188% | +$722K | 0.08% | 258 |
|
|
2021
Q3 | $385K | Buy |
+6,568
| New | +$385K | 0.05% | 306 |
|
|
2020
Q3 | – | Sell |
-285
| Closed | -$11K | – | 631 |
|
|
2020
Q2 | $11K | Buy |
+285
| New | +$11K | 0.01% | 485 |
|
|
2019
Q3 | – | Sell |
-2,042
| Closed | -$100K | – | 104 |
|
|
2019
Q2 | $100K | Buy |
+2,042
| New | +$100K | 0.11% | 67 |
|