LA
Legacy Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,035
| Closed | -$207K | – | 362 |
|
|
2025
Q1 | $207K | Buy |
+5,035
| New | +$207K | 0.02% | 404 |
|
|
2024
Q2 | – | Sell |
-83,277
| Closed | -$3.25M | – | 342 |
|
|
2024
Q1 | $3.25M | Buy |
83,277
+167
| +0.2% | +$6.51K | 0.41% | 47 |
|
|
2023
Q4 | $3.07M | Buy |
83,110
+67,558
| +434% | +$2.49M | 0.4% | 53 |
|
|
2023
Q3 | $445K | Buy |
+15,552
| New | +$445K | 0.07% | 193 |
|
|
2018
Q4 | – | Sell |
-900
| Closed | -$44K | – | 361 |
|
|
2018
Q3 | $44K | Buy |
+900
| New | +$44K | 0.02% | 243 |
|
|
2017
Q4 | – | Sell |
-132
| Closed | -$6K | – | 422 |
|
|
2017
Q3 | $6K | Buy |
+132
| New | +$6K | 0.01% | 271 |
|