CWP
Concord Wealth Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
69,847
-279
| -0.4% | -$12K | 0.44% | 50 |
|
|
2025
Q1 | $2.89M | Buy |
70,126
+4
| +0% | +$165 | 0.47% | 53 |
|
|
2024
Q4 | $3.04M | Buy |
70,122
+51,641
| +279% | +$2.24M | 0.5% | 51 |
|
|
2024
Q3 | $790K | Sell |
18,481
-54,946
| -75% | -$2.35M | 0.13% | 109 |
|
|
2024
Q2 | $2.85M | Sell |
73,427
-1,324
| -2% | -$51.4K | 0.5% | 50 |
|
|
2024
Q1 | $2.91M | Sell |
74,751
-364
| -0.5% | -$14.2K | 0.52% | 49 |
|
|
2023
Q4 | $2.77M | Sell |
75,115
-2,632
| -3% | -$97.2K | 0.56% | 43 |
|
|
2023
Q3 | $2.22M | Sell |
77,747
-18,298
| -19% | -$524K | 0.47% | 40 |
|
|
2023
Q2 | $2.91M | Buy |
96,045
+12,073
| +14% | +$366K | 0.63% | 32 |
|
|
2023
Q1 | $2.86M | Buy |
83,972
+5,319
| +7% | +$181K | 0.81% | 27 |
|
|
2022
Q4 | $3.38M | Sell |
78,653
-3,846
| -5% | -$165K | 1.02% | 24 |
|
|
2022
Q3 | $3.59M | Buy |
82,499
+17
| +0% | +$740 | 1.14% | 19 |
|
|
2022
Q2 | $3.91M | Sell |
82,482
-642
| -0.8% | -$30.4K | 1.07% | 19 |
|
|
2022
Q1 | $4.71M | Buy |
83,124
+1,191
| +1% | +$67.5K | 1.22% | 18 |
|
|
2021
Q4 | $4.8M | Buy |
81,933
+75,880
| +1,254% | +$4.44M | 1.17% | 16 |
|
|
2021
Q3 | $355K | Sell |
6,053
-74,599
| -92% | -$4.38M | 0.15% | 50 |
|
|
2021
Q2 | $4.48M | Buy |
80,652
+3,697
| +5% | +$205K | 1.28% | 13 |
|
|
2021
Q1 | $4.49M | Buy |
76,955
+5,294
| +7% | +$309K | 1.51% | 13 |
|
|
2020
Q4 | $3.44M | Buy |
+71,661
| New | +$3.44M | 2.65% | 4 |
|