CWS
Cypress Wealth Services’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
8,446
+105
| +1% | +$4.51K | 0.07% | 203 |
|
|
2025
Q1 | $343K | Buy |
8,341
+19
| +0.2% | +$782 | 0.07% | 194 |
|
|
2024
Q4 | $361K | Sell |
8,322
-94
| -1% | -$4.08K | 0.07% | 183 |
|
|
2024
Q3 | $360K | Buy |
8,416
+219
| +3% | +$9.37K | 0.07% | 192 |
|
|
2024
Q2 | $318K | Sell |
8,197
-253
| -3% | -$9.83K | 0.07% | 186 |
|
|
2024
Q1 | $329K | Buy |
8,450
+135
| +2% | +$5.26K | 0.08% | 186 |
|
|
2023
Q4 | $307K | Sell |
8,315
-860
| -9% | -$31.8K | 0.08% | 188 |
|
|
2023
Q3 | $262K | Hold |
9,175
| – | – | 0.07% | 197 |
|
|
2023
Q2 | $307K | Buy |
9,175
+1,499
| +20% | +$50.1K | 0.08% | 185 |
|
|
2023
Q1 | $262K | Sell |
7,676
-654
| -8% | -$22.3K | 0.08% | 196 |
|
|
2022
Q4 | $358K | Buy |
+8,330
| New | +$358K | 0.12% | 159 |
|
|
2018
Q2 | – | Sell |
-4,064
| Closed | -$211K | – | 232 |
|
|
2018
Q1 | $211K | Sell |
4,064
-600
| -13% | -$31.2K | 0.09% | 177 |
|
|
2017
Q4 | $232K | Buy |
+4,664
| New | +$232K | 0.1% | 178 |
|