IP
Ignite Planners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
19,227
+464
| +2% | +$20.5K | 0.15% | 148 |
|
|
2025
Q1 | $724K | Buy |
18,763
+1,264
| +7% | +$48.8K | 0.14% | 154 |
|
|
2024
Q4 | $772K | Buy |
17,499
+246
| +1% | +$10.8K | 0.17% | 124 |
|
|
2024
Q3 | $738K | Sell |
17,253
-533
| -3% | -$22.8K | 0.17% | 122 |
|
|
2024
Q2 | $680K | Sell |
17,786
-797
| -4% | -$30.5K | 0.17% | 128 |
|
|
2024
Q1 | $713K | Sell |
18,583
-3,868
| -17% | -$148K | 0.2% | 116 |
|
|
2023
Q4 | $842K | Buy |
+22,451
| New | +$842K | 0.25% | 102 |
|