Benjamin Edwards Inc’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
224,622
+15,216
| +7% | +$654K | 0.12% | 175 |
|
|
2025
Q1 | $8.62M | Buy |
209,406
+11,323
| +6% | +$466K | 0.12% | 178 |
|
|
2024
Q4 | $8.59M | Buy |
198,083
+25,166
| +15% | +$1.09M | 0.12% | 179 |
|
|
2024
Q3 | $7.4M | Buy |
172,917
+171,091
| +9,370% | +$7.32M | 0.11% | 200 |
|
|
2024
Q2 | $71K | Buy |
1,826
+439
| +32% | +$17.1K | 0.01% | 459 |
|
|
2024
Q1 | $54K | Buy |
1,387
+824
| +146% | +$32.1K | 0.01% | 477 |
|
|
2023
Q4 | $21K | Buy |
563
+76
| +16% | +$2.84K | ﹤0.01% | 539 |
|
|
2023
Q3 | $14K | Buy |
487
+303
| +165% | +$8.71K | ﹤0.01% | 558 |
|
|
2023
Q2 | $6K | Sell |
184
-17
| -8% | -$554 | ﹤0.01% | 604 |
|
|
2023
Q1 | $7K | Sell |
201
-7,809
| -97% | -$272K | ﹤0.01% | 612 |
|
|
2022
Q4 | $345K | Sell |
8,010
-1,160
| -13% | -$50K | 0.09% | 207 |
|
|
2022
Q3 | $399K | Sell |
9,170
-282
| -3% | -$12.3K | 0.12% | 184 |
|
|
2022
Q2 | $448K | Buy |
9,452
+1,358
| +17% | +$64.4K | 0.13% | 179 |
|
|
2022
Q1 | $459K | Buy |
8,094
+3,569
| +79% | +$202K | 0.13% | 176 |
|
|
2021
Q4 | $265K | Buy |
4,525
+3,835
| +556% | +$225K | 0.09% | 216 |
|
|
2021
Q3 | $40K | Buy |
+690
| New | +$40K | 0.02% | 329 |
|