Carson Wealth (CWM LLC)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
76,277
+19,560
| +34% | +$841K | 0.01% | 743 |
|
|
2025
Q1 | $2.33M | Buy |
56,717
+5,933
| +12% | +$244K | 0.01% | 777 |
|
|
2024
Q4 | $2.2M | Buy |
50,784
+3,250
| +7% | +$141K | 0.01% | 753 |
|
|
2024
Q3 | $2.03M | Buy |
47,534
+9,769
| +26% | +$418K | 0.01% | 698 |
|
|
2024
Q2 | $1.47M | Sell |
37,765
-3,529
| -9% | -$137K | 0.01% | 729 |
|
|
2024
Q1 | $1.61M | Buy |
41,294
+12,158
| +42% | +$474K | 0.01% | 681 |
|
|
2023
Q4 | $1.08M | Buy |
29,136
+3,264
| +13% | +$121K | 0.01% | 775 |
|
|
2023
Q3 | $740K | Sell |
25,872
-13,637
| -35% | -$390K | ﹤0.01% | 850 |
|
|
2023
Q2 | $1.2M | Buy |
39,509
+6,352
| +19% | +$193K | 0.01% | 640 |
|
|
2023
Q1 | $1.13M | Sell |
33,157
-181
| -0.5% | -$6.17K | 0.01% | 632 |
|
|
2022
Q4 | $1.44M | Sell |
33,338
-1,101
| -3% | -$47.4K | 0.01% | 511 |
|
|
2022
Q3 | $1.5M | Sell |
34,439
-791
| -2% | -$34.4K | 0.01% | 455 |
|
|
2022
Q2 | $1.67M | Buy |
35,230
+22,225
| +171% | +$1.05M | 0.01% | 431 |
|
|
2022
Q1 | $737K | Buy |
13,005
+2,867
| +28% | +$162K | 0.01% | 631 |
|
|
2021
Q4 | $594K | Buy |
+10,138
| New | +$594K | ﹤0.01% | 681 |
|
|
2021
Q2 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2021
Q1 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2020
Q4 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2020
Q3 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2020
Q2 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2020
Q1 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2019
Q4 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2019
Q3 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2019
Q2 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 698 |
|
|
2019
Q1 | $443K | Buy |
7,987
+7,504
| +1,554% | +$416K | ﹤0.01% | 698 |
|
|
2018
Q4 | $21K | Buy |
483
+372
| +335% | +$16.2K | ﹤0.01% | 1122 |
|
|
2018
Q3 | $5K | Buy |
111
+48
| +76% | +$2.16K | ﹤0.01% | 1355 |
|
|
2018
Q2 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 1310 |
|
|
2017
Q4 | – | Sell |
-314
| Closed | -$15K | – | 1580 |
|
|
2017
Q3 | $15K | Sell |
314
-3,086
| -91% | -$147K | ﹤0.01% | 792 |
|
|
2017
Q2 | $154K | Sell |
3,400
-600
| -15% | -$27.2K | 0.01% | 336 |
|
|
2017
Q1 | $179K | Sell |
4,000
-64,335
| -94% | -$2.88M | 0.01% | 302 |
|
|
2016
Q4 | $3.21M | Buy |
68,335
+1,182
| +2% | +$55.6K | 0.2% | 115 |
|
|
2016
Q3 | $2.53M | Buy |
67,153
+4,116
| +7% | +$155K | 0.17% | 135 |
|
|
2016
Q2 | $2.25M | Sell |
63,037
-2,194
| -3% | -$78.1K | 0.16% | 145 |
|
|
2016
Q1 | $2.17M | Buy |
65,231
+4,207
| +7% | +$140K | 0.19% | 131 |
|
|
2015
Q4 | $2.31M | Buy |
61,024
+27,006
| +79% | +$1.02M | 0.23% | 122 |
|
|
2015
Q3 | $1.21M | Buy |
34,018
+11,506
| +51% | +$410K | 0.12% | 134 |
|
|
2015
Q2 | $907K | Buy |
22,512
+606
| +3% | +$24.4K | 0.09% | 132 |
|
|
2015
Q1 | $854K | Sell |
21,906
-113,995
| -84% | -$4.44M | 0.09% | 138 |
|
|
2014
Q4 | $5.29M | Buy |
135,901
+22,705
| +20% | +$883K | 0.64% | 43 |
|
|
2014
Q3 | $4.21M | Buy |
113,196
+100,505
| +792% | +$3.74M | 0.61% | 51 |
|
|
2014
Q2 | $500K | Buy |
+12,691
| New | +$500K | 0.09% | 117 |
|
|
2014
Q1 | – | Sell |
-781
| Closed | -$29K | – | 408 |
|
|
2013
Q4 | $29K | Buy |
+781
| New | +$29K | ﹤0.01% | 305 |
|