GWA
Gratus Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
18,940
-738
| -4% | -$31.7K | 0.12% | 67 |
|
|
2025
Q1 | $810K | Buy |
19,678
+149
| +0.8% | +$6.13K | 0.13% | 69 |
|
|
2024
Q4 | $847K | Sell |
19,529
-1,064
| -5% | -$46.2K | 0.14% | 67 |
|
|
2024
Q3 | $865K | Sell |
20,593
-137
| -0.7% | -$5.75K | 0.14% | 69 |
|
|
2024
Q2 | $879K | Sell |
20,730
-8,643
| -29% | -$367K | 0.15% | 66 |
|
|
2024
Q1 | $1.05M | Buy |
29,373
+577
| +2% | +$20.6K | 0.19% | 49 |
|
|
2023
Q4 | $1.06M | Buy |
+28,796
| New | +$1.06M | 0.21% | 51 |
|