HNWAG
High Net Worth Advisory Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
4,960
-517
| -9% | -$22.2K | 0.06% | 219 |
|
|
2025
Q1 | $225K | Hold |
5,477
| – | – | 0.06% | 198 |
|
|
2024
Q4 | $238K | Hold |
5,477
| – | – | 0.07% | 196 |
|
|
2024
Q3 | $234K | Hold |
5,477
| – | – | 0.06% | 199 |
|
|
2024
Q2 | $213K | Hold |
5,477
| – | – | 0.06% | 199 |
|
|
2024
Q1 | $213K | Sell |
5,477
-590
| -10% | -$23K | 0.07% | 201 |
|
|
2023
Q4 | $224K | Buy |
+6,067
| New | +$224K | 0.08% | 178 |
|
|
2023
Q2 | – | Sell |
-6,516
| Closed | -$222K | – | 204 |
|
|
2023
Q1 | $222K | Hold |
6,516
| – | – | 0.09% | 173 |
|
|
2022
Q4 | $280K | Sell |
6,516
-906
| -12% | -$39K | 0.11% | 150 |
|
|
2022
Q3 | $323K | Sell |
7,422
-567
| -7% | -$24.7K | 0.14% | 135 |
|
|
2022
Q2 | $379K | Hold |
7,989
| – | – | 0.16% | 123 |
|
|
2022
Q1 | $453K | Hold |
7,989
| – | – | 0.16% | 113 |
|
|
2021
Q4 | $468K | Buy |
+7,989
| New | +$468K | 0.16% | 116 |
|