BSW
Buckingham Strategic Wealth’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.2M | Buy |
56,706
+583
| +1% | +$22.7K | 0.02% | 227 |
|
|
2024
Q1 | $2.19M | Buy |
56,123
+1,465
| +3% | +$57.1K | 0.02% | 228 |
|
|
2023
Q4 | $2.02M | Sell |
54,658
-846
| -2% | -$31.2K | 0.02% | 232 |
|
|
2023
Q3 | $1.59M | Buy |
55,504
+1,917
| +4% | +$54.8K | 0.02% | 235 |
|
|
2023
Q2 | $1.63M | Sell |
53,587
-59,882
| -53% | -$1.82M | 0.02% | 235 |
|
|
2023
Q1 | $4.88M | Hold |
113,469
| – | – | 0.09% | 113 |
|
|
2022
Q4 | $4.88M | Buy |
113,469
+6,498
| +6% | +$280K | 0.09% | 113 |
|
|
2022
Q3 | $4.66M | Buy |
106,971
+1,641
| +2% | +$71.5K | 0.1% | 110 |
|
|
2022
Q2 | $5M | Buy |
105,330
+1,562
| +2% | +$74.1K | 0.1% | 107 |
|
|
2022
Q1 | $5.88M | Buy |
103,768
+277
| +0.3% | +$15.7K | 0.12% | 94 |
|
|
2021
Q4 | $6.06M | Sell |
103,491
-1,309
| -1% | -$76.6K | 0.12% | 92 |
|
|
2021
Q3 | $6.15M | Sell |
104,800
-86
| -0.1% | -$5.04K | 0.13% | 90 |
|
|
2021
Q2 | $5.82M | Buy |
104,886
+64,051
| +157% | +$3.55M | 0.14% | 91 |
|
|
2021
Q1 | $2.38M | Buy |
40,835
+515
| +1% | +$30K | 0.12% | 139 |
|
|
2020
Q4 | $1.93M | Buy |
40,320
+4,798
| +14% | +$230K | 0.1% | 148 |
|
|
2020
Q3 | $1.35M | Buy |
35,522
+11
| +0% | +$419 | 0.1% | 150 |
|
|
2020
Q2 | $1.33M | Sell |
35,511
-2,342
| -6% | -$87.9K | 0.13% | 126 |
|
|
2020
Q1 | $1.17M | Sell |
37,853
-5,359
| -12% | -$165K | 0.11% | 143 |
|
|
2019
Q4 | $2.43M | Buy |
43,212
+2,215
| +5% | +$125K | 0.23% | 84 |
|
|
2019
Q3 | $2.19M | Buy |
40,997
+14
| +0% | +$747 | 0.24% | 85 |
|
|
2019
Q2 | $2.01M | Sell |
40,983
-369
| -0.9% | -$18.1K | 0.22% | 87 |
|
|
2019
Q1 | $1.92M | Buy |
41,352
+11,279
| +38% | +$525K | 0.24% | 86 |
|
|
2018
Q4 | $1.3M | Buy |
30,073
+153
| +0.5% | +$6.63K | 0.2% | 95 |
|
|
2018
Q3 | $1.45M | Buy |
29,920
+746
| +3% | +$36.2K | 0.22% | 97 |
|
|
2018
Q2 | $1.47M | Buy |
29,174
+13,791
| +90% | +$696K | 0.24% | 95 |
|
|
2018
Q1 | $801K | Buy |
+15,383
| New | +$801K | 0.16% | 129 |
|