HAG
HighPoint Advisor Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
24,172
-845
| -3% | -$36.3K | 0.06% | 243 |
|
|
2025
Q1 | $970K | Sell |
25,017
-2,656
| -10% | -$103K | 0.06% | 239 |
|
|
2024
Q4 | $1.31M | Buy |
27,673
+2,882
| +12% | +$136K | 0.07% | 207 |
|
|
2024
Q3 | $1.06M | Buy |
24,791
+2,387
| +11% | +$102K | 0.06% | 226 |
|
|
2024
Q2 | $1.01M | Buy |
22,404
+680
| +3% | +$30.6K | 0.06% | 228 |
|
|
2024
Q1 | $851K | Sell |
21,724
-1,282
| -6% | -$50.2K | 0.06% | 243 |
|
|
2023
Q4 | $865K | Buy |
+23,006
| New | +$865K | 0.06% | 242 |
|
|
2022
Q2 | $813K | Buy |
+17,061
| New | +$813K | 0.09% | 181 |
|
|
2021
Q3 | $645K | Buy |
11,002
+2,132
| +24% | +$125K | 0.06% | 257 |
|
|
2021
Q2 | $492K | Buy |
8,870
+2,548
| +40% | +$141K | 0.05% | 302 |
|
|
2021
Q1 | $379K | Sell |
6,322
-23
| -0.4% | -$1.38K | 0.04% | 326 |
|
|
2020
Q4 | $339K | Buy |
6,345
+1,522
| +32% | +$81.3K | 0.04% | 328 |
|
|
2020
Q3 | $217K | Buy |
+4,823
| New | +$217K | 0.04% | 339 |
|
|
2020
Q1 | – | Sell |
-4,848
| Closed | -$272K | – | 397 |
|
|
2019
Q4 | $272K | Buy |
4,848
+1,468
| +43% | +$82.4K | 0.06% | 277 |
|
|
2019
Q3 | $185K | Sell |
3,380
-64
| -2% | -$3.5K | 0.04% | 330 |
|
|
2019
Q2 | $173K | Buy |
+3,444
| New | +$173K | 0.04% | 338 |
|
|
2015
Q4 | – | Sell |
-6,059
| Closed | -$216K | – | 214 |
|
|
2015
Q3 | $216K | Buy |
+6,059
| New | +$216K | 0.24% | 126 |
|