CWM
CarsonAllaria Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
3,696
-47
| -1% | -$2.02K | 0.09% | 78 |
|
|
2025
Q1 | $154K | Buy |
3,743
+106
| +3% | +$4.36K | 0.09% | 82 |
|
|
2024
Q4 | $158K | Sell |
3,637
-457
| -11% | -$19.8K | 0.09% | 76 |
|
|
2024
Q3 | $175K | Sell |
4,094
-113
| -3% | -$4.83K | 0.1% | 72 |
|
|
2024
Q2 | $163K | Sell |
4,207
-307
| -7% | -$11.9K | 0.1% | 73 |
|
|
2024
Q1 | $176K | Sell |
4,514
-571
| -11% | -$22.3K | 0.11% | 72 |
|
|
2023
Q4 | $188K | Buy |
5,085
+362
| +8% | +$13.4K | 0.13% | 67 |
|
|
2023
Q3 | $135K | Buy |
4,723
+1,594
| +51% | +$45.6K | 0.11% | 76 |
|
|
2023
Q2 | $95K | Buy |
3,129
+29
| +0.9% | +$880 | 0.07% | 87 |
|
|
2023
Q1 | $106K | Buy |
3,100
+8
| +0.3% | +$273 | 0.09% | 83 |
|
|
2022
Q4 | $133K | Buy |
3,092
+19
| +0.6% | +$817 | 0.12% | 76 |
|
|
2022
Q3 | $134K | Buy |
3,073
+23
| +0.8% | +$1K | 0.12% | 78 |
|
|
2022
Q2 | $145K | Buy |
3,050
+24
| +0.8% | +$1.14K | 0.14% | 79 |
|
|
2022
Q1 | $172K | Buy |
3,026
+21
| +0.7% | +$1.19K | 0.15% | 72 |
|
|
2021
Q4 | $176K | Buy |
+3,005
| New | +$176K | 0.16% | 72 |
|