LGA
Lebenthal Global Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
20,407
-423
| -2% | -$18.2K | 0.16% | 92 |
|
|
2025
Q1 | $857K | Buy |
20,830
+116
| +0.6% | +$4.77K | 0.16% | 83 |
|
|
2024
Q4 | $899K | Buy |
20,714
+812
| +4% | +$35.2K | 0.16% | 92 |
|
|
2024
Q3 | $851K | Buy |
19,902
+158
| +0.8% | +$6.76K | 0.17% | 86 |
|
|
2024
Q2 | $767K | Sell |
19,744
-18
| -0.1% | -$699 | 0.17% | 85 |
|
|
2024
Q1 | $770K | Buy |
19,762
+1,131
| +6% | +$44.1K | 0.17% | 80 |
|
|
2023
Q4 | $688K | Sell |
18,631
-1,300
| -7% | -$48K | 0.16% | 82 |
|
|
2023
Q3 | $570K | Sell |
19,931
-981
| -5% | -$28.1K | 0.17% | 73 |
|
|
2023
Q2 | $635K | Buy |
20,912
+6,897
| +49% | +$209K | 0.18% | 57 |
|
|
2023
Q1 | $478K | Sell |
14,015
-1,951
| -12% | -$66.5K | 0.15% | 75 |
|
|
2022
Q4 | $687K | Buy |
15,966
+1,428
| +10% | +$61.4K | 0.23% | 44 |
|
|
2022
Q3 | $632K | Hold |
14,538
| – | – | 0.29% | 36 |
|
|
2022
Q2 | $689K | Buy |
14,538
+5,673
| +64% | +$269K | 0.33% | 34 |
|
|
2022
Q1 | $502K | Buy |
8,865
+3,090
| +54% | +$175K | 0.21% | 83 |
|
|
2021
Q4 | $338K | Buy |
+5,775
| New | +$338K | 0.14% | 117 |
|
|
2021
Q2 | – | Sell |
-4,289
| Closed | -$250K | – | 183 |
|
|
2021
Q1 | $250K | Buy |
4,289
+1,304
| +44% | +$76K | 0.15% | 113 |
|
|
2020
Q4 | $143K | Buy |
+2,985
| New | +$143K | 0.1% | 125 |
|