EI
Ellevest Inc’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
8,337
-3,173
| -28% | -$136K | 0.06% | 265 |
|
|
2025
Q1 | $474K | Buy |
11,510
+2,764
| +32% | +$114K | 0.03% | 207 |
|
|
2024
Q4 | $379K | Sell |
8,746
-1,225
| -12% | -$53.1K | 0.02% | 261 |
|
|
2024
Q3 | $426K | Sell |
9,971
-1,572
| -14% | -$67.2K | 0.02% | 255 |
|
|
2024
Q2 | $448K | Sell |
11,543
-1,132
| -9% | -$44K | 0.03% | 230 |
|
|
2024
Q1 | $494K | Buy |
12,675
+980
| +8% | +$38.2K | 0.03% | 205 |
|
|
2023
Q4 | $432K | Buy |
11,695
+1,325
| +13% | +$48.9K | 0.03% | 218 |
|
|
2023
Q3 | $297K | Buy |
+10,370
| New | +$297K | 0.02% | 266 |
|
|
2023
Q2 | – | Sell |
-1,195
| Closed | -$40.7K | – | 1499 |
|
|
2023
Q1 | $40.7K | Sell |
1,195
-2,104
| -64% | -$71.7K | ﹤0.01% | 657 |
|
|
2022
Q4 | $142K | Sell |
3,299
-585
| -15% | -$25.2K | 0.01% | 364 |
|
|
2022
Q3 | $169K | Sell |
3,884
-2,841
| -42% | -$124K | 0.02% | 311 |
|
|
2022
Q2 | $319K | Sell |
6,725
-485
| -7% | -$23K | 0.03% | 184 |
|
|
2022
Q1 | $409K | Buy |
7,210
+350
| +5% | +$19.9K | 0.03% | 169 |
|
|
2021
Q4 | $402K | Buy |
6,860
+994
| +17% | +$58.2K | 0.04% | 152 |
|
|
2021
Q3 | $344K | Buy |
5,866
+1,652
| +39% | +$96.9K | 0.03% | 166 |
|
|
2021
Q2 | $234K | Buy |
4,214
+937
| +29% | +$52K | 0.02% | 225 |
|
|
2021
Q1 | $191K | Buy |
3,277
+2,084
| +175% | +$121K | 0.02% | 232 |
|
|
2020
Q4 | $57K | Sell |
1,193
-1,997
| -63% | -$95.4K | 0.01% | 431 |
|
|
2020
Q3 | $121K | Sell |
3,190
-652
| -17% | -$24.7K | 0.02% | 206 |
|
|
2020
Q2 | $144K | Sell |
3,842
-313
| -8% | -$11.7K | 0.03% | 141 |
|
|
2020
Q1 | $128K | Sell |
4,155
-51
| -1% | -$1.57K | 0.04% | 119 |
|
|
2019
Q4 | $237K | Buy |
4,206
+1,206
| +40% | +$68K | 0.07% | 64 |
|
|
2019
Q3 | $160K | Hold |
3,000
| – | – | 0.06% | 60 |
|
|
2019
Q2 | $147K | Buy |
+3,000
| New | +$147K | 0.06% | 64 |
|