CWM
Cranbrook Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
2,430
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $100K | Hold |
2,430
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $105K | Hold |
2,430
| – | – | 0.02% | 146 |
|
|
2024
Q3 | $104K | Buy |
+2,430
| New | +$104K | 0.02% | 145 |
|
|
2022
Q2 | – | Sell |
-295
| Closed | -$17K | – | 343 |
|
|
2022
Q1 | $17K | Hold |
295
| – | – | ﹤0.01% | 251 |
|
|
2021
Q4 | $17K | Sell |
295
-131
| -31% | -$7.55K | ﹤0.01% | 247 |
|
|
2021
Q3 | $25K | Buy |
426
+57
| +15% | +$3.35K | 0.01% | 237 |
|
|
2021
Q2 | $20K | Sell |
369
-36
| -9% | -$1.95K | ﹤0.01% | 243 |
|
|
2021
Q1 | $24K | Buy |
+405
| New | +$24K | 0.01% | 233 |
|