GA
Geller Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $284K | Buy |
6,553
+156
| +2% | +$6.77K | 0.02% | 210 |
|
|
2024
Q3 | $274K | Sell |
6,397
-424
| -6% | -$18.1K | 0.02% | 219 |
|
|
2024
Q2 | $265K | Buy |
6,821
+187
| +3% | +$7.27K | 0.02% | 225 |
|
|
2024
Q1 | $259K | Buy |
6,634
+14
| +0.2% | +$546 | 0.02% | 227 |
|
|
2023
Q4 | $244K | Sell |
6,620
-689
| -9% | -$25.4K | 0.02% | 236 |
|
|
2023
Q3 | $209K | Sell |
7,309
-309
| -4% | -$8.84K | 0.02% | 239 |
|
|
2023
Q2 | $231K | Buy |
+7,618
| New | +$231K | 0.03% | 225 |
|
|
2022
Q2 | – | Sell |
-3,771
| Closed | -$214K | – | 169 |
|
|
2022
Q1 | $214K | Sell |
3,771
-66
| -2% | -$3.75K | 0.04% | 156 |
|
|
2021
Q4 | $225K | Sell |
3,837
-1
| -0% | -$59 | 0.04% | 159 |
|
|
2021
Q3 | $225K | Buy |
+3,838
| New | +$225K | 0.05% | 137 |
|