LSA
L & S Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-104,399
| Closed | -$4.53M | – | 382 |
|
|
2024
Q4 | $4.53M | Buy |
104,399
+27,700
| +36% | +$1.2M | 0.5% | 59 |
|
|
2024
Q3 | $3.28M | Buy |
+76,699
| New | +$3.28M | 0.34% | 85 |
|
|
2024
Q2 | – | Sell |
-162,363
| Closed | -$6.33M | – | 369 |
|
|
2024
Q1 | $6.33M | Buy |
162,363
+16,508
| +11% | +$643K | 0.72% | 48 |
|
|
2023
Q4 | $5.38M | Buy |
+145,855
| New | +$5.38M | 0.66% | 54 |
|