HBW
Hazlett, Burt & Watson’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
12,495
-113
| -0.9% | -$4.86K | 0.22% | 105 |
|
|
2025
Q1 | $520K | Buy |
12,608
+1,077
| +9% | +$44.4K | 0.23% | 100 |
|
|
2024
Q4 | $500K | Hold |
11,531
| – | – | 0.22% | 100 |
|
|
2024
Q3 | $494K | Sell |
11,531
-386
| -3% | -$16.5K | 0.23% | 100 |
|
|
2024
Q2 | $462K | Sell |
11,917
-556
| -4% | -$21.6K | 0.24% | 91 |
|
|
2024
Q1 | $485K | Sell |
12,473
-193
| -2% | -$7.51K | 0.29% | 68 |
|
|
2023
Q4 | $465K | Sell |
12,666
-655
| -5% | -$24K | 0.31% | 66 |
|
|
2023
Q3 | $379K | Sell |
13,321
-634
| -5% | -$18K | 0.28% | 74 |
|
|
2023
Q2 | $422K | Sell |
13,955
-459
| -3% | -$13.9K | 0.31% | 66 |
|
|
2023
Q1 | $493K | Buy |
14,414
+809
| +6% | +$27.7K | 0.4% | 49 |
|
|
2022
Q4 | $584K | Sell |
13,605
-662
| -5% | -$28.4K | 0.51% | 36 |
|
|
2022
Q3 | $621K | Buy |
14,267
+775
| +6% | +$33.7K | 0.6% | 33 |
|
|
2022
Q2 | $642K | Sell |
13,492
-230
| -2% | -$10.9K | 0.59% | 35 |
|
|
2022
Q1 | $778K | Buy |
+13,722
| New | +$778K | 0.62% | 33 |
|