Beacon Pointe Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
34,449
+469
| +1% | +$20.2K | 0.02% | 553 |
|
|
2025
Q1 | $1.4M | Sell |
33,980
-1,109
| -3% | -$45.6K | 0.02% | 549 |
|
|
2024
Q4 | $1.52M | Buy |
35,089
+20,126
| +135% | +$873K | 0.02% | 529 |
|
|
2024
Q3 | $640K | Sell |
14,963
-6,260
| -29% | -$268K | 0.01% | 758 |
|
|
2024
Q2 | $824K | Sell |
21,223
-19,142
| -47% | -$744K | 0.01% | 696 |
|
|
2024
Q1 | $1.57M | Sell |
40,365
-1,882
| -4% | -$73.4K | 0.02% | 548 |
|
|
2023
Q4 | $1.56M | Sell |
42,247
-44,245
| -51% | -$1.63M | 0.02% | 534 |
|
|
2023
Q3 | $2.47M | Buy |
86,492
+49,503
| +134% | +$1.42M | 0.03% | 419 |
|
|
2023
Q2 | $1.12M | Buy |
36,989
+3,256
| +10% | +$98.8K | 0.02% | 499 |
|
|
2023
Q1 | $1.15M | Sell |
33,733
-11,972
| -26% | -$408K | 0.02% | 507 |
|
|
2022
Q4 | $1.97M | Buy |
45,705
+2,495
| +6% | +$107K | 0.04% | 362 |
|
|
2022
Q3 | $1.88M | Buy |
43,210
+18,596
| +76% | +$810K | 0.04% | 325 |
|
|
2022
Q2 | $1.17M | Sell |
24,614
-34,065
| -58% | -$1.62M | 0.02% | 429 |
|
|
2022
Q1 | $3.33M | Buy |
58,679
+39,690
| +209% | +$2.25M | 0.05% | 333 |
|
|
2021
Q4 | $1.11M | Sell |
18,989
-1,329
| -7% | -$77.8K | 0.03% | 365 |
|
|
2021
Q3 | $1.19M | Sell |
20,318
-4,502
| -18% | -$264K | 0.03% | 382 |
|
|
2021
Q2 | $1.38M | Buy |
24,820
+15,487
| +166% | +$860K | 0.05% | 277 |
|
|
2021
Q1 | $544K | Buy |
9,333
+437
| +5% | +$25.5K | 0.03% | 285 |
|
|
2020
Q4 | $428K | Buy |
8,896
+2,978
| +50% | +$143K | 0.03% | 298 |
|
|
2020
Q3 | $225K | Buy |
5,918
+351
| +6% | +$13.3K | 0.02% | 352 |
|
|
2020
Q2 | $209K | Buy |
+5,567
| New | +$209K | 0.02% | 366 |
|