J.W. Cole Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
71,009
+4,215
| +6% | +$181K | 0.06% | 284 |
|
|
2025
Q1 | $2.75M | Buy |
66,794
+42,589
| +176% | +$1.75M | 0.09% | 239 |
|
|
2024
Q4 | $1.05M | Sell |
24,205
-3,374
| -12% | -$146K | 0.04% | 400 |
|
|
2024
Q3 | $1.18M | Sell |
27,579
-5,866
| -18% | -$251K | 0.05% | 354 |
|
|
2024
Q2 | $1.3M | Sell |
33,445
-3,048
| -8% | -$118K | 0.06% | 301 |
|
|
2024
Q1 | $1.42M | Buy |
36,493
+185
| +0.5% | +$7.21K | 0.07% | 266 |
|
|
2023
Q4 | $1.34M | Buy |
36,308
+201
| +0.6% | +$7.42K | 0.08% | 255 |
|
|
2023
Q3 | $1.03M | Buy |
36,107
+2,209
| +7% | +$63.2K | 0.08% | 254 |
|
|
2023
Q2 | $1.03M | Sell |
33,898
-1,837
| -5% | -$55.8K | 0.07% | 262 |
|
|
2023
Q1 | $1.22M | Buy |
35,735
+2,136
| +6% | +$72.8K | 0.09% | 258 |
|
|
2022
Q4 | $1.45M | Sell |
33,599
-4,067
| -11% | -$175K | 0.11% | 207 |
|
|
2022
Q3 | $1.64M | Buy |
37,666
+775
| +2% | +$33.7K | 0.14% | 180 |
|
|
2022
Q2 | $1.75M | Buy |
36,891
+564
| +2% | +$26.8K | 0.14% | 175 |
|
|
2022
Q1 | $2.06M | Buy |
36,327
+232
| +0.6% | +$13.2K | 0.14% | 173 |
|
|
2021
Q4 | $2.11M | Sell |
36,095
-450
| -1% | -$26.3K | 0.14% | 178 |
|
|
2021
Q3 | $2.14M | Sell |
36,545
-2
| -0% | -$117 | 0.15% | 95 |
|
|
2021
Q2 | $2.03M | Buy |
36,547
+7,420
| +25% | +$412K | 0.16% | 151 |
|
|
2021
Q1 | $1.7M | Buy |
29,127
+652
| +2% | +$38K | 0.16% | 153 |
|
|
2020
Q4 | $1.37M | Buy |
28,475
+2,849
| +11% | +$137K | 0.14% | 178 |
|
|
2020
Q3 | $975K | Sell |
25,626
-2,886
| -10% | -$110K | 0.07% | 256 |
|
|
2020
Q2 | $1.07M | Buy |
28,512
+11,652
| +69% | +$438K | 0.16% | 157 |
|
|
2020
Q1 | $520K | Sell |
16,860
-17,256
| -51% | -$532K | 1% | 29 |
|
|
2019
Q4 | $1.92M | Buy |
+34,116
| New | +$1.92M | 0.24% | 113 |
|