EWA
EP Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
21,769
+5,143
| +31% | +$221K | 0.01% | 577 |
|
|
2025
Q1 | $684K | Buy |
16,626
+2,380
| +17% | +$97.9K | 0.01% | 601 |
|
|
2024
Q4 | $618K | Sell |
14,246
-173
| -1% | -$7.51K | 0.01% | 628 |
|
|
2024
Q3 | $617K | Buy |
14,419
+5,505
| +62% | +$235K | 0.01% | 628 |
|
|
2024
Q2 | $346K | Buy |
8,914
+2,664
| +43% | +$103K | ﹤0.01% | 613 |
|
|
2024
Q1 | $244K | Sell |
6,250
-2,104
| -25% | -$82K | ﹤0.01% | 684 |
|
|
2023
Q4 | $308K | Buy |
8,354
+125
| +2% | +$4.62K | ﹤0.01% | 606 |
|
|
2023
Q3 | $235K | Sell |
8,229
-75,265
| -90% | -$2.15M | ﹤0.01% | 618 |
|
|
2023
Q2 | $241K | Buy |
83,494
+74,196
| +798% | +$214K | ﹤0.01% | 610 |
|
|
2023
Q1 | $1,000K | Buy |
9,298
+344
| +4% | +$37K | 0.02% | 304 |
|
|
2022
Q4 | $385K | Buy |
+8,954
| New | +$385K | 0.01% | 424 |
|
|
2022
Q3 | – | Sell |
-22,524
| Closed | -$1.07M | – | 615 |
|
|
2022
Q2 | $1.07M | Buy |
22,524
+2,689
| +14% | +$128K | 0.02% | 248 |
|
|
2022
Q1 | $1.13M | Buy |
19,835
+9,255
| +87% | +$525K | 0.02% | 257 |
|
|
2021
Q4 | $619K | Sell |
10,580
-998
| -9% | -$58.4K | 0.01% | 322 |
|
|
2021
Q3 | $679K | Sell |
11,578
-1,074
| -8% | -$63K | 0.02% | 287 |
|
|
2021
Q2 | $702K | Sell |
12,652
-2,491
| -16% | -$138K | 0.02% | 283 |
|
|
2021
Q1 | $883K | Buy |
15,143
+1
| +0% | +$58 | 0.03% | 243 |
|
|
2020
Q4 | $726K | Sell |
15,142
-1,081
| -7% | -$51.8K | 0.03% | 216 |
|
|
2020
Q3 | $617K | Sell |
16,223
-7,200
| -31% | -$274K | 0.03% | 209 |
|
|
2020
Q2 | $880K | Sell |
23,423
-259,728
| -92% | -$9.76M | 0.04% | 190 |
|
|
2020
Q1 | $8.73M | Buy |
283,151
+25,875
| +10% | +$798K | 0.43% | 47 |
|
|
2019
Q4 | $14.5M | Buy |
257,276
+2,590
| +1% | +$146K | 0.6% | 39 |
|
|
2019
Q3 | $13.6M | Buy |
+254,686
| New | +$13.6M | 0.67% | 35 |
|
|
2019
Q2 | – | Sell |
-357,988
| Closed | -$16.7M | – | 343 |
|
|
2019
Q1 | $16.7M | Buy |
357,988
+30,777
| +9% | +$1.43M | 1.6% | 24 |
|
|
2018
Q4 | $14.2M | Buy |
327,211
+16,931
| +5% | +$733K | 1.09% | 25 |
|
|
2018
Q3 | $15.1M | Buy |
310,280
+32,255
| +12% | +$1.57M | 1.18% | 23 |
|
|
2018
Q2 | $14M | Buy |
278,025
+10,323
| +4% | +$521K | 1.32% | 23 |
|
|
2018
Q1 | $13.9M | Buy |
267,702
+10,099
| +4% | +$526K | 1.35% | 22 |
|
|
2017
Q4 | $12.8M | Buy |
257,603
+14,753
| +6% | +$734K | 1.35% | 23 |
|
|
2017
Q3 | $11.4M | Buy |
242,850
+14,887
| +7% | +$699K | 1.32% | 24 |
|
|
2017
Q2 | $10.4M | Buy |
227,963
+21,826
| +11% | +$991K | 1.27% | 22 |
|
|
2017
Q1 | $9.21M | Buy |
206,137
+52,615
| +34% | +$2.35M | 1.27% | 24 |
|
|
2016
Q4 | $6.5M | Buy |
+153,522
| New | +$6.5M | 0.95% | 31 |
|