HAM
Harmony Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+5,355
| New | +$230K | 0.09% | 162 |
|
|
2024
Q4 | – | Sell |
-4,940
| Closed | -$211K | – | 174 |
|
|
2024
Q3 | $211K | Sell |
4,940
-615
| -11% | -$26.3K | 0.08% | 156 |
|
|
2024
Q2 | $216K | Sell |
5,555
-3,100
| -36% | -$120K | 0.09% | 147 |
|
|
2024
Q1 | $337K | Sell |
8,655
-2,302
| -21% | -$89.7K | 0.14% | 112 |
|
|
2023
Q4 | $405K | Buy |
+10,957
| New | +$405K | 0.17% | 92 |
|