EWM
EPG Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Sell |
22,262
-710
| -3% | -$30.5K | 0.29% | 98 |
|
|
2025
Q1 | $945K | Buy |
22,972
+897
| +4% | +$36.9K | 0.26% | 114 |
|
|
2024
Q4 | $958K | Sell |
22,075
-191
| -0.9% | -$8.29K | 0.25% | 110 |
|
|
2024
Q3 | $952K | Buy |
+22,266
| New | +$952K | 0.24% | 115 |
|
|
2024
Q2 | – | Sell |
-26,374
| Closed | -$1.03M | – | 105 |
|
|
2024
Q1 | $1.03M | Buy |
26,374
+396
| +2% | +$15.4K | 0.25% | 101 |
|
|
2023
Q4 | $908K | Buy |
25,978
+341
| +1% | +$11.9K | 0.24% | 109 |
|
|
2023
Q3 | $733K | Sell |
25,637
-1,550
| -6% | -$44.3K | 0.22% | 115 |
|
|
2023
Q2 | $825K | Buy |
27,187
+8,708
| +47% | +$264K | 0.24% | 104 |
|
|
2023
Q1 | $630K | Buy |
18,479
+6,260
| +51% | +$213K | 0.2% | 120 |
|
|
2022
Q4 | $526K | Buy |
12,219
+213
| +2% | +$9.17K | 0.2% | 103 |
|
|
2022
Q3 | $523K | Buy |
12,006
+4,041
| +51% | +$176K | 0.21% | 97 |
|
|
2022
Q2 | $378K | Buy |
+7,965
| New | +$378K | 0.16% | 133 |
|
|
2022
Q1 | – | Sell |
-5,984
| Closed | -$350K | – | 435 |
|
|
2021
Q4 | $350K | Buy |
5,984
+219
| +4% | +$12.8K | 0.12% | 150 |
|
|
2021
Q3 | $338K | Buy |
5,765
+575
| +11% | +$33.7K | 0.14% | 146 |
|
|
2021
Q2 | $288K | Buy |
5,190
+1,072
| +26% | +$59.5K | 0.12% | 156 |
|
|
2021
Q1 | $240K | Buy |
+4,118
| New | +$240K | 0.12% | 161 |
|
|
2020
Q2 | – | Sell |
-3,187
| Closed | -$99K | – | 697 |
|
|
2020
Q1 | $99K | Buy |
3,187
+911
| +40% | +$28.3K | 0.07% | 175 |
|
|
2019
Q4 | $128K | Buy |
+2,276
| New | +$128K | 0.09% | 131 |
|