GLLW
Graves Light Lenhart Wealth’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
51,522
-517
| -1% | -$22.2K | 0.26% | 58 |
|
|
2025
Q1 | $2.14M | Sell |
52,039
-181
| -0.3% | -$7.45K | 0.26% | 61 |
|
|
2024
Q4 | $2.27M | Sell |
52,220
-252
| -0.5% | -$10.9K | 0.28% | 58 |
|
|
2024
Q3 | $2.24M | Sell |
52,472
-136
| -0.3% | -$5.82K | 0.28% | 59 |
|
|
2024
Q2 | $2.06M | Sell |
52,608
-22
| -0% | -$864 | 0.24% | 63 |
|
|
2024
Q1 | $2.05M | Sell |
52,630
-2,062
| -4% | -$80.4K | 0.24% | 63 |
|
|
2023
Q4 | $2.02M | Sell |
54,692
-469
| -0.9% | -$17.3K | 0.25% | 62 |
|
|
2023
Q3 | $1.51M | Sell |
55,161
-1,733
| -3% | -$47.3K | 0.2% | 70 |
|
|
2023
Q2 | $1.73M | Sell |
56,894
-2,030
| -3% | -$61.6K | 0.23% | 70 |
|
|
2023
Q1 | $2.01M | Sell |
58,924
-2,084
| -3% | -$71.1K | 0.31% | 62 |
|
|
2022
Q4 | $2.63M | Buy |
61,008
+12
| +0% | +$516 | 0.4% | 55 |
|
|
2022
Q3 | $2.66M | Sell |
60,996
-249
| -0.4% | -$10.8K | 0.44% | 50 |
|
|
2022
Q2 | $2.91M | Sell |
61,245
-3,134
| -5% | -$149K | 0.44% | 52 |
|
|
2022
Q1 | $3.65M | Sell |
64,379
-369
| -0.6% | -$20.9K | 0.51% | 50 |
|
|
2021
Q4 | $3.79M | Buy |
64,748
+8
| +0% | +$468 | 0.54% | 48 |
|
|
2021
Q3 | $3.8M | Buy |
64,740
+353
| +0.5% | +$20.7K | 0.6% | 46 |
|
|
2021
Q2 | $3.57M | Sell |
64,387
-527
| -0.8% | -$29.2K | 0.57% | 46 |
|
|
2021
Q1 | $3.79M | Buy |
64,914
+50
| +0.1% | +$2.92K | 0.65% | 44 |
|
|
2020
Q4 | $3.11M | Buy |
64,864
+2,914
| +5% | +$140K | 0.58% | 46 |
|
|
2020
Q3 | $2.36M | Sell |
61,950
-4,323
| -7% | -$164K | 0.52% | 47 |
|
|
2020
Q2 | $2.49M | Sell |
66,273
-59
| -0.1% | -$2.22K | 0.58% | 46 |
|
|
2020
Q1 | $2.05M | Buy |
66,332
+898
| +1% | +$27.7K | 0.55% | 47 |
|
|
2019
Q4 | $3.69M | Buy |
65,434
+13,056
| +25% | +$735K | 0.77% | 40 |
|
|
2019
Q3 | $2.78M | Buy |
+52,378
| New | +$2.78M | 0.61% | 46 |
|
|
2019
Q1 | – | Sell |
-46,940
| Closed | -$2.03M | – | 166 |
|
|
2018
Q4 | $2.03M | Buy |
+46,940
| New | +$2.03M | 0.6% | 48 |
|