EFS
Essex Financial Services’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
17,249
+983
| +6% | +$42.3K | 0.05% | 328 |
|
|
2025
Q1 | $669K | Buy |
16,266
+109
| +0.7% | +$4.49K | 0.05% | 317 |
|
|
2024
Q4 | $701K | Buy |
16,157
+14
| +0.1% | +$607 | 0.05% | 307 |
|
|
2024
Q3 | $700K | Buy |
16,143
+197
| +1% | +$8.54K | 0.05% | 311 |
|
|
2024
Q2 | $670K | Buy |
15,946
+1,120
| +8% | +$47.1K | 0.05% | 311 |
|
|
2024
Q1 | $578K | Sell |
14,826
-691
| -4% | -$26.9K | 0.05% | 297 |
|
|
2023
Q4 | $573K | Buy |
15,517
+1,285
| +9% | +$47.4K | 0.06% | 278 |
|
|
2023
Q3 | $407K | Buy |
14,232
+382
| +3% | +$10.9K | 0.05% | 318 |
|
|
2023
Q2 | $420K | Buy |
13,850
+149
| +1% | +$4.52K | 0.05% | 310 |
|
|
2023
Q1 | $467K | Buy |
13,701
+1,454
| +12% | +$49.6K | 0.05% | 301 |
|
|
2022
Q4 | $526K | Buy |
12,247
+18
| +0.1% | +$773 | 0.06% | 264 |
|
|
2022
Q3 | $532K | Buy |
12,229
+2,529
| +26% | +$110K | 0.06% | 244 |
|
|
2022
Q2 | $460K | Sell |
9,700
-746
| -7% | -$35.4K | 0.05% | 285 |
|
|
2022
Q1 | $592K | Buy |
10,446
+1,033
| +11% | +$58.5K | 0.06% | 264 |
|
|
2021
Q4 | $551K | Buy |
+9,413
| New | +$551K | 0.05% | 267 |
|