EWA
Exencial Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
14,057
+792
| +6% | +$34K | 0.02% | 345 |
|
|
2025
Q1 | $546K | Buy |
13,265
+475
| +4% | +$19.5K | 0.02% | 349 |
|
|
2024
Q4 | $555K | Buy |
12,790
+757
| +6% | +$32.8K | 0.02% | 344 |
|
|
2024
Q3 | $515K | Buy |
12,033
+76
| +0.6% | +$3.25K | 0.02% | 351 |
|
|
2024
Q2 | $465K | Sell |
11,957
-396
| -3% | -$15.4K | 0.02% | 363 |
|
|
2024
Q1 | $482K | Sell |
12,353
-108
| -0.9% | -$4.21K | 0.02% | 353 |
|
|
2023
Q4 | $460K | Buy |
12,461
+451
| +4% | +$16.7K | 0.02% | 346 |
|
|
2023
Q3 | $344K | Sell |
12,010
-437
| -4% | -$12.5K | 0.02% | 340 |
|
|
2023
Q2 | $378K | Buy |
12,447
+205
| +2% | +$6.22K | 0.02% | 338 |
|
|
2023
Q1 | $417K | Sell |
12,242
-688
| -5% | -$23.5K | 0.02% | 305 |
|
|
2022
Q4 | $556K | Buy |
12,930
+525
| +4% | +$22.6K | 0.03% | 270 |
|
|
2022
Q3 | $540K | Sell |
12,405
-102
| -0.8% | -$4.44K | 0.03% | 267 |
|
|
2022
Q2 | $593K | Buy |
12,507
+145
| +1% | +$6.88K | 0.03% | 264 |
|
|
2022
Q1 | $701K | Sell |
12,362
-5,287
| -30% | -$300K | 0.04% | 264 |
|
|
2021
Q4 | $1.03M | Buy |
17,649
+4,015
| +29% | +$235K | 0.05% | 226 |
|
|
2021
Q3 | $800K | Buy |
13,634
+998
| +8% | +$58.6K | 0.03% | 206 |
|
|
2021
Q2 | $701K | Sell |
12,636
-4,839
| -28% | -$268K | 0.04% | 272 |
|
|
2021
Q1 | $1.02M | Sell |
17,475
-8,123
| -32% | -$474K | 0.06% | 215 |
|
|
2020
Q4 | $1.23M | Sell |
25,598
-134,974
| -84% | -$6.47M | 0.08% | 177 |
|
|
2020
Q3 | $6.11M | Buy |
160,572
+30,026
| +23% | +$1.14M | 0.32% | 92 |
|
|
2020
Q2 | $4.9M | Buy |
130,546
+34,538
| +36% | +$1.3M | 0.42% | 80 |
|
|
2020
Q1 | $2.96M | Sell |
96,008
-558
| -0.6% | -$17.2K | 0.53% | 68 |
|
|
2019
Q4 | $5.44M | Buy |
+96,566
| New | +$5.44M | 0.94% | 28 |
|