AWM
Avior Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Sell |
19,934
-441
| -2% | -$19K | 0.03% | 323 |
|
|
2025
Q1 | $838K | Buy |
20,375
+14,086
| +224% | +$580K | 0.03% | 298 |
|
|
2024
Q4 | $273K | Buy |
6,289
+1,855
| +42% | +$80.5K | 0.01% | 611 |
|
|
2024
Q3 | $190K | Sell |
4,434
-4,510
| -50% | -$193K | 0.01% | 711 |
|
|
2024
Q2 | $347K | Buy |
8,944
+4,014
| +81% | +$156K | 0.01% | 529 |
|
|
2024
Q1 | $192K | Buy |
4,930
+1,163
| +31% | +$45.3K | 0.01% | 717 |
|
|
2023
Q4 | $139K | Sell |
3,767
-1,686
| -31% | -$62.2K | 0.01% | 566 |
|
|
2023
Q3 | $156K | Buy |
5,453
+2,093
| +62% | +$59.9K | 0.01% | 569 |
|
|
2023
Q2 | $102K | Sell |
3,360
-978
| -23% | -$29.7K | 0.01% | 625 |
|
|
2023
Q1 | $148K | Buy |
4,338
+2,535
| +141% | +$86.5K | 0.01% | 573 |
|
|
2022
Q4 | $77.6K | Buy |
1,803
+3
| +0.2% | +$129 | 0.01% | 562 |
|
|
2022
Q3 | $78K | Sell |
1,800
-50
| -3% | -$2.17K | 0.01% | 546 |
|
|
2022
Q2 | $87K | Buy |
1,850
+2
| +0.1% | +$94 | 0.01% | 503 |
|
|
2022
Q1 | $104K | Buy |
1,848
+1
| +0.1% | +$56 | 0.01% | 508 |
|
|
2021
Q4 | $108K | Buy |
1,847
+190
| +11% | +$11.1K | 0.01% | 491 |
|
|
2021
Q3 | $97K | Sell |
1,657
-4,764
| -74% | -$279K | 0.01% | 492 |
|
|
2021
Q2 | $355K | Hold |
6,421
| – | – | 0.04% | 343 |
|
|
2021
Q1 | $374K | Sell |
6,421
-92
| -1% | -$5.36K | 0.04% | 334 |
|
|
2020
Q4 | $311K | Buy |
6,513
+92
| +1% | +$4.39K | 0.04% | 339 |
|
|
2020
Q3 | $243K | Sell |
6,421
-1,080
| -14% | -$40.9K | 0.03% | 355 |
|
|
2020
Q2 | $280K | Sell |
7,501
-633
| -8% | -$23.6K | 0.04% | 338 |
|
|
2020
Q1 | $250K | Buy |
8,134
+6,584
| +425% | +$202K | 0.05% | 306 |
|
|
2019
Q4 | $87K | Buy |
1,550
+1,021
| +193% | +$57.3K | 0.01% | 438 |
|
|
2019
Q3 | $28K | Hold |
529
| – | – | ﹤0.01% | 503 |
|
|
2019
Q2 | $26K | Buy |
+529
| New | +$26K | ﹤0.01% | 499 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$1K | – | 855 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 764 |
|
|
2017
Q2 | – | Sell |
-190
| Closed | -$8K | – | 489 |
|
|
2017
Q1 | $8K | Buy |
190
+2
| +1% | +$84 | ﹤0.01% | 378 |
|
|
2016
Q4 | $9K | Buy |
188
+1
| +0.5% | +$48 | ﹤0.01% | 343 |
|
|
2016
Q3 | $7K | Buy |
187
+1
| +0.5% | +$37 | ﹤0.01% | 366 |
|
|
2016
Q2 | $7K | Buy |
186
+2
| +1% | +$75 | ﹤0.01% | 362 |
|
|
2016
Q1 | $6K | Buy |
184
+1
| +0.5% | +$33 | ﹤0.01% | 384 |
|
|
2015
Q4 | $7K | Buy |
183
+2
| +1% | +$77 | ﹤0.01% | 342 |
|
|
2015
Q3 | $6K | Buy |
181
+1
| +0.6% | +$33 | ﹤0.01% | 316 |
|
|
2015
Q2 | $7K | Buy |
180
+1
| +0.6% | +$39 | 0.01% | 294 |
|
|
2015
Q1 | $7K | Buy |
179
+1
| +0.6% | +$39 | 0.01% | 275 |
|
|
2014
Q4 | $7K | Buy |
178
+1
| +0.6% | +$39 | 0.01% | 251 |
|
|
2014
Q3 | $7K | Buy |
177
+1
| +0.6% | +$40 | 0.01% | 248 |
|
|
2014
Q2 | $7K | Sell |
176
-948
| -84% | -$37.7K | 0.01% | 256 |
|
|
2014
Q1 | $45K | Buy |
+1,124
| New | +$45K | 0.04% | 133 |
|