FWM
ForthRight Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
7,616
+2
| +0% | +$86 | 0.1% | 53 |
|
|
2025
Q1 | $313K | Sell |
7,614
-188
| -2% | -$7.74K | 0.1% | 49 |
|
|
2024
Q4 | $338K | Sell |
7,802
-1,658
| -18% | -$71.9K | 0.11% | 48 |
|
|
2024
Q3 | $405K | Buy |
9,460
+147
| +2% | +$6.29K | 0.13% | 43 |
|
|
2024
Q2 | $362K | Sell |
9,313
-761
| -8% | -$29.6K | 0.13% | 45 |
|
|
2024
Q1 | $393K | Hold |
10,074
| – | – | 0.14% | 44 |
|
|
2023
Q4 | $372K | Sell |
10,074
-61
| -0.6% | -$2.25K | 0.14% | 43 |
|
|
2023
Q3 | $290K | Buy |
10,135
+61
| +0.6% | +$1.75K | 0.12% | 45 |
|
|
2023
Q2 | $306K | Sell |
10,074
-196
| -2% | -$5.95K | 0.13% | 41 |
|
|
2023
Q1 | $350K | Buy |
10,270
+307
| +3% | +$10.5K | 0.16% | 38 |
|
|
2022
Q4 | $429K | Sell |
9,963
-1,726
| -15% | -$74.3K | 0.22% | 32 |
|
|
2022
Q3 | $509K | Sell |
11,689
-1,073
| -8% | -$46.7K | 0.3% | 29 |
|
|
2022
Q2 | $605K | Buy |
12,762
+4,853
| +61% | +$230K | 0.34% | 27 |
|
|
2022
Q1 | $448K | Buy |
7,909
+3,026
| +62% | +$171K | 0.23% | 28 |
|
|
2021
Q4 | $286K | Sell |
4,883
-96
| -2% | -$5.62K | 0.16% | 35 |
|
|
2021
Q3 | $292K | Buy |
+4,979
| New | +$292K | 0.18% | 32 |
|