FRA
Frank Rimerman Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
39,497
+9,022
| +30% | +$388K | 0.11% | 139 |
|
|
2025
Q1 | $1.25M | Buy |
30,475
+1,027
| +3% | +$42.3K | 0.1% | 168 |
|
|
2024
Q4 | $1.28M | Buy |
29,448
+1,094
| +4% | +$47.5K | 0.09% | 162 |
|
|
2024
Q3 | $1.21M | Buy |
28,354
+60
| +0.2% | +$2.57K | 0.09% | 185 |
|
|
2024
Q2 | $1.1M | Buy |
28,294
+28,241
| +53,285% | +$1.1M | 0.08% | 200 |
|
|
2024
Q1 | $2.07K | Hold |
53
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $1.96K | Buy |
+53
| New | +$1.96K | ﹤0.01% | 267 |
|