IWA
IBEX Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76M | Buy |
180,528
+3,766
| +2% | +$162K | 0.83% | 35 |
|
|
2025
Q1 | $7.27M | Buy |
176,762
+981
| +0.6% | +$40.4K | 0.96% | 35 |
|
|
2024
Q4 | $7.63M | Buy |
175,781
+157,125
| +842% | +$6.82M | 0.9% | 30 |
|
|
2024
Q3 | $1.61M | Sell |
18,656
-96,234
| -84% | -$8.3M | 0.44% | 51 |
|
|
2024
Q2 | $4.46M | Buy |
+114,890
| New | +$4.46M | 0.7% | 45 |
|
|
2024
Q1 | – | Sell |
-92
| Closed | -$3.39K | – | 148 |
|
|
2023
Q4 | $3.39K | Buy |
+92
| New | +$3.39K | 0.74% | 51 |
|
|
2023
Q1 | $2.63M | Buy |
+76,980
| New | +$2.63M | 0.68% | 53 |
|
|
2021
Q4 | – | Sell |
-98,284
| Closed | -$5.76M | – | 409 |
|
|
2021
Q3 | $5.76M | Buy |
98,284
+3,770
| +4% | +$221K | 1.11% | 24 |
|
|
2021
Q2 | $5.25M | Buy |
+94,514
| New | +$5.25M | 1.05% | 30 |
|