AWM
Atticus Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Hold |
15,634
| – | – | 0.18% | 72 |
|
|
2025
Q1 | $643K | Hold |
15,634
| – | – | 0.21% | 68 |
|
|
2024
Q4 | $678K | Hold |
15,634
| – | – | 0.21% | 60 |
|
|
2024
Q3 | $669K | Hold |
15,634
| – | – | 0.21% | 58 |
|
|
2024
Q2 | $607K | Sell |
15,634
-150
| -1% | -$5.83K | 0.2% | 58 |
|
|
2024
Q1 | $615K | Sell |
15,784
-104
| -0.7% | -$4.05K | 0.2% | 61 |
|
|
2023
Q4 | $587K | Sell |
15,888
-588
| -4% | -$21.7K | 0.21% | 60 |
|
|
2023
Q3 | $471K | Sell |
16,476
-105
| -0.6% | -$3K | 0.18% | 74 |
|
|
2023
Q2 | $503K | Sell |
16,581
-3,820
| -19% | -$116K | 0.19% | 77 |
|
|
2023
Q1 | $696K | Buy |
20,401
+1,820
| +10% | +$62.1K | 0.27% | 54 |
|
|
2022
Q4 | $800K | Sell |
18,581
-2,582
| -12% | -$111K | 0.33% | 55 |
|
|
2022
Q3 | $1M | Hold |
21,163
| – | – | 0.49% | 38 |
|
|
2022
Q2 | $1M | Sell |
21,163
-346
| -2% | -$16.4K | 0.42% | 50 |
|
|
2022
Q1 | $1.22M | Sell |
21,509
-372
| -2% | -$21.1K | 0.45% | 42 |
|
|
2021
Q4 | $1.28M | Sell |
21,881
-569
| -3% | -$33.3K | 0.5% | 36 |
|
|
2021
Q3 | $1.32M | Hold |
22,450
| – | – | 0.58% | 32 |
|
|
2021
Q2 | $1.25M | Sell |
22,450
-20
| -0.1% | -$1.11K | 0.54% | 39 |
|
|
2021
Q1 | $1.31M | Hold |
22,470
| – | – | 0.62% | 38 |
|
|
2020
Q4 | $1.08M | Sell |
22,470
-45
| -0.2% | -$2.16K | 0.54% | 39 |
|
|
2020
Q3 | $857K | Hold |
22,515
| – | – | 0.51% | 42 |
|
|
2020
Q2 | $845K | Sell |
22,515
-62
| -0.3% | -$2.33K | 0.56% | 38 |
|
|
2020
Q1 | $696K | Sell |
22,577
-6,240
| -22% | -$192K | 0.56% | 40 |
|
|
2019
Q4 | $1.62M | Buy |
+28,817
| New | +$1.62M | 1.04% | 27 |
|