DWM
Dakota Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
64,125
-69,200
| -52% | -$2.97M | 0.06% | 223 |
|
|
2025
Q1 | $5.49M | Sell |
133,325
-18,046
| -12% | -$743K | 0.13% | 142 |
|
|
2024
Q4 | $6.57M | Buy |
151,371
+1,378
| +0.9% | +$59.8K | 0.15% | 125 |
|
|
2024
Q3 | $6.42M | Buy |
149,993
+67,967
| +83% | +$2.91M | 0.15% | 129 |
|
|
2024
Q2 | $3.19M | Sell |
82,026
-18,537
| -18% | -$720K | 0.07% | 217 |
|
|
2024
Q1 | $3.92M | Sell |
100,563
-12,960
| -11% | -$505K | 0.1% | 184 |
|
|
2023
Q4 | $4.19M | Sell |
113,523
-5,282
| -4% | -$195K | 0.16% | 140 |
|
|
2023
Q3 | $3.4M | Sell |
118,805
-1,092
| -0.9% | -$31.2K | 0.15% | 147 |
|
|
2023
Q2 | $3.64M | Buy |
119,897
+4,311
| +4% | +$131K | 0.17% | 127 |
|
|
2023
Q1 | $3.94M | Sell |
115,586
-92
| -0.1% | -$3.14K | 0.26% | 100 |
|
|
2022
Q4 | $4.98M | Sell |
115,678
-3,414
| -3% | -$147K | 0.35% | 71 |
|
|
2022
Q3 | $5.19M | Buy |
119,092
+85
| +0.1% | +$3.7K | 0.42% | 57 |
|
|
2022
Q2 | $5.64M | Buy |
119,007
+8,772
| +8% | +$416K | 0.52% | 48 |
|
|
2022
Q1 | $6.25M | Buy |
+110,235
| New | +$6.25M | 0.51% | 50 |
|
|
2020
Q1 | – | Sell |
-6,170
| Closed | -$347K | – | 316 |
|
|
2019
Q4 | $347K | Hold |
6,170
| – | – | 0.06% | 227 |
|
|
2019
Q3 | $329K | Sell |
6,170
-2,800
| -31% | -$149K | 0.06% | 223 |
|
|
2019
Q2 | $441K | Sell |
8,970
-400
| -4% | -$19.7K | 0.08% | 186 |
|
|
2019
Q1 | $436K | Sell |
9,370
-1,125
| -11% | -$52.3K | 0.09% | 193 |
|
|
2018
Q4 | $509K | Hold |
10,495
| – | – | 0.12% | 151 |
|
|
2018
Q3 | $509K | Buy |
10,495
+660
| +7% | +$32K | 0.11% | 146 |
|
|
2018
Q2 | $496K | Buy |
+9,835
| New | +$496K | 0.14% | 127 |
|