IAA
Independent Advisor Alliance’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
299,902
-8,991
| -3% | -$387K | 0.37% | 42 |
|
|
2025
Q1 | $12.7M | Buy |
308,893
+4,151
| +1% | +$171K | 0.42% | 39 |
|
|
2024
Q4 | $13.2M | Buy |
304,742
+22,135
| +8% | +$960K | 0.18% | 130 |
|
|
2024
Q3 | $12.1M | Buy |
282,607
+27,408
| +11% | +$1.17M | 0.44% | 39 |
|
|
2024
Q2 | $9.91M | Buy |
255,199
+7,973
| +3% | +$310K | 0.34% | 50 |
|
|
2024
Q1 | $9.64M | Buy |
247,226
+2,972
| +1% | +$116K | 0.35% | 56 |
|
|
2023
Q4 | $9.02M | Buy |
244,254
+62,658
| +35% | +$2.31M | 0.32% | 58 |
|
|
2023
Q3 | $5.2M | Buy |
181,596
+10,159
| +6% | +$291K | 0.24% | 79 |
|
|
2023
Q2 | $5.2M | Buy |
171,437
+9,225
| +6% | +$280K | 0.23% | 84 |
|
|
2023
Q1 | $5.53M | Buy |
162,212
+35,042
| +28% | +$1.19M | 0.27% | 76 |
|
|
2022
Q4 | $262K | Buy |
127,170
+914
| +0.7% | +$1.88K | 0.09% | 122 |
|
|
2022
Q3 | $5.5M | Sell |
126,256
-152,643
| -55% | -$6.65M | 0.32% | 73 |
|
|
2022
Q2 | $13.2M | Sell |
278,899
-1,852
| -0.7% | -$87.8K | 0.74% | 29 |
|
|
2022
Q1 | $15.9M | Sell |
280,751
-14,440
| -5% | -$819K | 0.77% | 29 |
|
|
2021
Q4 | $17.3M | Buy |
295,191
+9,586
| +3% | +$561K | 0.85% | 21 |
|
|
2021
Q3 | $16.8M | Buy |
285,605
+126,572
| +80% | +$7.42M | 0.93% | 20 |
|
|
2021
Q2 | $8.83M | Buy |
159,033
+2,122
| +1% | +$118K | 0.48% | 52 |
|
|
2021
Q1 | $9.15M | Buy |
156,911
+19,979
| +15% | +$1.17M | 0.54% | 45 |
|
|
2020
Q4 | $6.56M | Buy |
136,932
+92,624
| +209% | +$4.44M | 0.45% | 60 |
|
|
2020
Q3 | $1.69M | Buy |
44,308
+4,834
| +12% | +$184K | 0.13% | 132 |
|
|
2020
Q2 | $1.48M | Sell |
39,474
-4,451
| -10% | -$167K | 0.16% | 115 |
|
|
2020
Q1 | $1.36M | Sell |
43,925
-16,898
| -28% | -$521K | 0.2% | 94 |
|
|
2019
Q4 | $3.43M | Sell |
60,823
-1,227
| -2% | -$69.1K | 0.15% | 149 |
|
|
2019
Q3 | $3.33M | Buy |
62,050
+481
| +0.8% | +$25.8K | 0.41% | 53 |
|
|
2019
Q2 | $2.45M | Buy |
61,569
+4,005
| +7% | +$160K | 0.36% | 68 |
|
|
2019
Q1 | $2.68M | Buy |
57,564
+9,896
| +21% | +$460K | 0.38% | 61 |
|
|
2018
Q4 | $2.09M | Buy |
47,668
+3,380
| +8% | +$148K | 0.37% | 62 |
|
|
2018
Q3 | $1.96M | Buy |
44,288
+362
| +0.8% | +$16K | 0.35% | 65 |
|
|
2018
Q2 | $2.03M | Buy |
43,926
+6,595
| +18% | +$304K | 0.42% | 55 |
|
|
2018
Q1 | $1.9M | Sell |
37,331
-836
| -2% | -$42.6K | 0.42% | 53 |
|
|
2017
Q4 | $1.97M | Buy |
38,167
+723
| +2% | +$37.2K | 0.44% | 58 |
|
|
2017
Q3 | $1.78M | Buy |
37,444
+3,510
| +10% | +$167K | 0.49% | 53 |
|
|
2017
Q2 | $1.54M | Sell |
33,934
-6,559
| -16% | -$297K | 0.49% | 63 |
|
|
2017
Q1 | $1.78M | Buy |
40,493
+5,589
| +16% | +$246K | 0.28% | 102 |
|
|
2016
Q4 | $1.59M | Buy |
+34,904
| New | +$1.59M | 0.68% | 50 |
|