BOSSRA
B.O.S.S. Retirement Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40,135
| Closed | -$1.72M | – | 283 |
|
|
2024
Q3 | $1.72M | Buy |
40,135
+1,380
| +4% | +$59K | 0.35% | 76 |
|
|
2024
Q2 | $1.51M | Buy |
38,755
+2,237
| +6% | +$86.9K | 0.39% | 67 |
|
|
2024
Q1 | $1.35M | Sell |
36,518
-4,293
| -11% | -$158K | 0.52% | 78 |
|
|
2023
Q4 | $1.51M | Sell |
40,811
-5,996
| -13% | -$221K | 0.29% | 115 |
|
|
2023
Q3 | $1.34M | Sell |
46,807
-4,919
| -10% | -$141K | 0.29% | 137 |
|
|
2023
Q2 | $1.57M | Buy |
51,726
+5,719
| +12% | +$174K | 0.33% | 119 |
|
|
2023
Q1 | $1.57M | Buy |
+46,007
| New | +$1.57M | 0.37% | 114 |
|