AWAG
ARS Wealth Advisors Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
6,399
+27
| +0.4% | +$1.16K | 0.03% | 141 |
|
|
2025
Q1 | $262K | Sell |
6,372
-278
| -4% | -$11.4K | 0.04% | 133 |
|
|
2024
Q4 | $288K | Buy |
6,650
+322
| +5% | +$14K | 0.04% | 126 |
|
|
2024
Q3 | $271K | Buy |
6,328
+223
| +4% | +$9.54K | 0.03% | 143 |
|
|
2024
Q2 | $237K | Sell |
6,105
-5,910
| -49% | -$230K | 0.03% | 147 |
|
|
2024
Q1 | $468K | Sell |
12,015
-2,376
| -17% | -$92.6K | 0.06% | 100 |
|
|
2023
Q4 | $531K | Sell |
14,391
-147,868
| -91% | -$5.46M | 0.08% | 90 |
|
|
2023
Q3 | $4.64M | Buy |
162,259
+12,445
| +8% | +$356K | 0.76% | 44 |
|
|
2023
Q2 | $4.55M | Buy |
149,814
+22,661
| +18% | +$688K | 0.72% | 45 |
|
|
2023
Q1 | $4.34M | Buy |
127,153
+118,847
| +1,431% | +$4.05M | 0.8% | 41 |
|
|
2022
Q4 | $357K | Buy |
+8,306
| New | +$357K | 0.06% | 99 |
|