HWA
HHM Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
8,942
-5
| -0.1% | -$215 | 0.05% | 133 |
|
|
2025
Q1 | $368K | Buy |
8,947
+19
| +0.2% | +$782 | 0.05% | 129 |
|
|
2024
Q4 | $387K | Buy |
8,928
+95
| +1% | +$4.12K | 0.05% | 128 |
|
|
2024
Q3 | $378K | Buy |
8,833
+69
| +0.8% | +$2.95K | 0.05% | 111 |
|
|
2024
Q2 | $340K | Buy |
8,764
+1,022
| +13% | +$39.7K | 0.05% | 120 |
|
|
2024
Q1 | $302K | Buy |
7,742
+1,090
| +16% | +$42.5K | 0.05% | 116 |
|
|
2023
Q4 | $246K | Sell |
6,652
-83
| -1% | -$3.06K | 0.04% | 121 |
|
|
2023
Q3 | $193K | Buy |
6,735
+1,208
| +22% | +$34.6K | 0.04% | 133 |
|
|
2023
Q2 | $168K | Hold |
5,527
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $188K | Hold |
5,527
| – | – | 0.04% | 133 |
|
|
2022
Q4 | $238K | Sell |
5,527
-413
| -7% | -$17.8K | 0.05% | 108 |
|
|
2022
Q3 | $259K | Sell |
5,940
-129
| -2% | -$5.63K | 0.07% | 92 |
|
|
2022
Q2 | $288K | Buy |
6,069
+384
| +7% | +$18.2K | 0.07% | 101 |
|
|
2022
Q1 | $322K | Hold |
5,685
| – | – | 0.08% | 107 |
|
|
2021
Q4 | $333K | Sell |
5,685
-424
| -7% | -$24.8K | 0.08% | 99 |
|
|
2021
Q3 | $358K | Hold |
6,109
| – | – | 0.1% | 82 |
|
|
2021
Q2 | $339K | Hold |
6,109
| – | – | 0.09% | 90 |
|
|
2021
Q1 | $356K | Buy |
6,109
+164
| +3% | +$9.56K | 0.11% | 73 |
|
|
2020
Q4 | $285K | Hold |
5,945
| – | – | 0.1% | 80 |
|
|
2020
Q3 | $226K | Hold |
5,945
| – | – | 0.09% | 80 |
|
|
2020
Q2 | $223K | Hold |
5,945
| – | – | 0.09% | 78 |
|
|
2020
Q1 | $183K | Sell |
5,945
-784
| -12% | -$24.1K | 0.09% | 80 |
|
|
2019
Q4 | $379K | Buy |
+6,729
| New | +$379K | 0.18% | 52 |
|