AG
Ascent Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Sell |
21,317
-695
| -3% | -$29.9K | 0.04% | 349 |
|
|
2025
Q1 | $906K | Buy |
22,012
+1,434
| +7% | +$59K | 0.04% | 345 |
|
|
2024
Q4 | $893K | Buy |
20,578
+15,660
| +318% | +$679K | 0.07% | 292 |
|
|
2024
Q3 | $210K | Buy |
+4,918
| New | +$210K | 0.02% | 504 |
|
|
2022
Q2 | – | Sell |
-70,454
| Closed | -$4M | – | 500 |
|
|
2022
Q1 | $4M | Buy |
70,454
+66,346
| +1,615% | +$3.76M | 0.46% | 56 |
|
|
2021
Q4 | $253K | Buy |
+4,108
| New | +$253K | 0.03% | 397 |
|