CWG
Cornerstone Wealth Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
140,243
+2,589
| +2% | +$111K | 0.45% | 63 |
|
|
2025
Q1 | $5.66M | Buy |
137,654
+11,591
| +9% | +$477K | 0.47% | 65 |
|
|
2024
Q4 | $5.47M | Buy |
126,063
+4,045
| +3% | +$175K | 0.45% | 56 |
|
|
2024
Q3 | $5.22M | Buy |
122,018
+1,125
| +0.9% | +$48.1K | 0.43% | 59 |
|
|
2024
Q2 | $4.7M | Buy |
120,893
+3,491
| +3% | +$136K | 0.42% | 62 |
|
|
2024
Q1 | $4.58M | Buy |
117,402
+2,248
| +2% | +$87.6K | 0.42% | 63 |
|
|
2023
Q4 | $4.25M | Buy |
+115,154
| New | +$4.25M | 0.61% | 51 |
|
|
2023
Q1 | – | Sell |
-5,266
| Closed | -$227K | – | 154 |
|
|
2022
Q4 | $227K | Sell |
5,266
-210
| -4% | -$9.04K | 0.04% | 120 |
|
|
2022
Q3 | $238K | Sell |
5,476
-479
| -8% | -$20.8K | 0.05% | 115 |
|
|
2022
Q2 | $282K | Sell |
5,955
-64,557
| -92% | -$3.06M | 0.06% | 112 |
|
|
2022
Q1 | $4M | Buy |
70,512
+7,458
| +12% | +$423K | 0.73% | 47 |
|
|
2021
Q4 | $3.69M | Buy |
63,054
+1,361
| +2% | +$79.7K | 0.63% | 55 |
|
|
2021
Q3 | $3.62M | Buy |
61,693
+1,947
| +3% | +$114K | 0.64% | 47 |
|
|
2021
Q2 | $3.12M | Buy |
59,746
+4,128
| +7% | +$215K | 0.64% | 58 |
|
|
2021
Q1 | $3.16M | Buy |
55,618
+49,748
| +847% | +$2.82M | 0.64% | 56 |
|
|
2020
Q4 | $281K | Buy |
5,870
+223
| +4% | +$10.7K | 0.07% | 129 |
|
|
2020
Q3 | $215K | Sell |
5,647
-600
| -10% | -$22.8K | 0.06% | 124 |
|
|
2020
Q2 | $235K | Buy |
+6,247
| New | +$235K | 0.06% | 111 |
|
|
2020
Q1 | – | Sell |
-7,659
| Closed | -$431K | – | 152 |
|
|
2019
Q4 | $431K | Buy |
+7,659
| New | +$431K | 0.12% | 109 |
|
|
2019
Q3 | – | Sell |
-8,099
| Closed | -$398K | – | 159 |
|
|
2019
Q2 | $398K | Buy |
8,099
+549
| +7% | +$27K | 0.11% | 127 |
|
|
2019
Q1 | $351K | Buy |
+7,550
| New | +$351K | 0.09% | 131 |
|