EWA
EverSource Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
15,966
+5,041
| +46% | +$217K | 0.03% | 363 |
|
|
2025
Q1 | $450K | Buy |
10,925
+605
| +6% | +$24.9K | 0.02% | 402 |
|
|
2024
Q4 | $448K | Buy |
10,320
+2,055
| +25% | +$89.2K | 0.03% | 398 |
|
|
2024
Q3 | $354K | Buy |
8,265
+463
| +6% | +$19.8K | 0.02% | 405 |
|
|
2024
Q2 | $349K | Buy |
7,802
+869
| +13% | +$38.8K | 0.02% | 396 |
|
|
2024
Q1 | $260K | Buy |
6,933
+472
| +7% | +$17.7K | 0.02% | 420 |
|
|
2023
Q4 | $239K | Buy |
6,461
+242
| +4% | +$8.94K | 0.02% | 391 |
|
|
2023
Q3 | $178K | Sell |
6,219
-2,870
| -32% | -$82.1K | 0.02% | 423 |
|
|
2023
Q2 | $276K | Sell |
9,089
-2,217
| -20% | -$67.3K | 0.03% | 330 |
|
|
2023
Q1 | $386K | Buy |
11,306
+472
| +4% | +$16.1K | 0.05% | 261 |
|
|
2022
Q4 | $466K | Sell |
10,834
-1,941
| -15% | -$83.5K | 0.07% | 205 |
|
|
2022
Q3 | $555K | Sell |
12,775
-4,723
| -27% | -$205K | 0.13% | 161 |
|
|
2022
Q2 | $830K | Buy |
17,498
+1,718
| +11% | +$81.5K | 0.21% | 85 |
|
|
2022
Q1 | $895K | Buy |
15,780
+3,308
| +27% | +$188K | 0.23% | 83 |
|
|
2021
Q4 | $731K | Buy |
+12,472
| New | +$731K | 0.2% | 79 |
|