Graves Light Lenhart Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.66M | Sell |
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|
2022
Q2 | $2.9M | Sell |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $3.79M | Buy |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $3.11M | Buy |
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|
2020
Q3 | $2.36M | Sell |
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|
2020
Q2 | $2.49M | Sell |
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|
2020
Q1 | $2.05M | Buy |
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|
2019
Q4 | $3.69M | Buy |
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|
2019
Q3 | $2.78M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.03M | Buy |
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