GSWM
Golden State Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91K | Sell |
2,117
-51
| -2% | -$2.19K | 0.01% | 507 |
|
|
2025
Q1 | $89.2K | Buy |
2,168
+1
| +0% | +$41 | 0.01% | 478 |
|
|
2024
Q4 | $94K | Buy |
+2,167
| New | +$94K | 0.01% | 442 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 455 |
|
|
2020
Q2 | – | Sell |
-320
| Closed | -$10K | – | 817 |
|
|
2020
Q1 | $10K | Buy |
+320
| New | +$10K | ﹤0.01% | 629 |
|
|
2019
Q2 | – | Sell |
-83
| Closed | -$4K | – | 1140 |
|
|
2019
Q1 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 957 |
|