GWANC
Guardian Wealth Advisors (North Carolina)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
13,520
-257
| -2% | -$11K | 0.04% | 180 |
|
|
2025
Q1 | $567K | Sell |
13,777
-47
| -0.3% | -$1.93K | 0.05% | 169 |
|
|
2024
Q4 | $600K | Sell |
13,824
-1,067
| -7% | -$46.3K | 0.05% | 169 |
|
|
2024
Q3 | $637K | Buy |
14,891
+1,093
| +8% | +$46.7K | 0.07% | 137 |
|
|
2024
Q2 | $536K | Sell |
13,798
-31,583
| -70% | -$1.23M | 0.06% | 146 |
|
|
2024
Q1 | $1.77M | Buy |
45,381
+384
| +0.9% | +$15K | 0.22% | 67 |
|
|
2023
Q4 | $1.66M | Sell |
44,997
-3,086
| -6% | -$114K | 0.25% | 60 |
|
|
2023
Q3 | $1.38M | Sell |
48,083
-3,193
| -6% | -$91.4K | 0.23% | 65 |
|
|
2023
Q2 | $1.56M | Sell |
51,276
-5,026
| -9% | -$153K | 0.27% | 51 |
|
|
2023
Q1 | $1.92M | Sell |
56,302
-5,391
| -9% | -$184K | 0.34% | 33 |
|
|
2022
Q4 | $2.65M | Sell |
61,693
-240
| -0.4% | -$10.3K | 0.51% | 22 |
|
|
2022
Q3 | $2.7M | Buy |
61,933
+3,654
| +6% | +$159K | 0.5% | 22 |
|
|
2022
Q2 | $2.76M | Buy |
+58,279
| New | +$2.76M | 0.5% | 20 |
|