LIA
LBMC Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
8,098
| – | – | 0.02% | 158 |
|
|
2025
Q1 | $333K | Sell |
8,098
-317
| -4% | -$13K | 0.03% | 150 |
|
|
2024
Q4 | $365K | Buy |
8,415
+317
| +4% | +$13.8K | 0.03% | 140 |
|
|
2024
Q3 | $346K | Hold |
8,098
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $315K | Hold |
8,098
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $316K | Buy |
+8,098
| New | +$316K | 0.03% | 135 |
|