LFA
Legacy Financial Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
22,522
-14,247
| -39% | -$612K | 0.15% | 108 |
|
|
2025
Q1 | $1.51M | Sell |
36,769
-2,970
| -7% | -$122K | 0.25% | 67 |
|
|
2024
Q4 | $1.72M | Sell |
39,739
-46,136
| -54% | -$2M | 0.29% | 56 |
|
|
2024
Q3 | $3.67M | Buy |
85,875
+858
| +1% | +$36.7K | 0.62% | 27 |
|
|
2024
Q2 | $3.3M | Sell |
85,017
-4,082
| -5% | -$159K | 0.59% | 27 |
|
|
2024
Q1 | $3.47M | Buy |
89,099
+1,186
| +1% | +$46.2K | 0.62% | 26 |
|
|
2023
Q4 | $3.25M | Buy |
87,913
+70,039
| +392% | +$2.59M | 0.62% | 27 |
|
|
2023
Q3 | $511K | Sell |
17,874
-119
| -0.7% | -$3.41K | 0.1% | 133 |
|
|
2023
Q2 | $546K | Sell |
17,993
-1,058
| -6% | -$32.1K | 0.1% | 126 |
|
|
2023
Q1 | $650K | Sell |
19,051
-387
| -2% | -$13.2K | 0.13% | 95 |
|
|
2022
Q4 | $836K | Sell |
19,438
-1,106
| -5% | -$47.6K | 0.18% | 69 |
|
|
2022
Q3 | $894K | Buy |
20,544
+319
| +2% | +$13.9K | 0.21% | 57 |
|
|
2022
Q2 | $959K | Buy |
20,225
+224
| +1% | +$10.6K | 0.24% | 46 |
|
|
2022
Q1 | $1.13M | Buy |
20,001
+446
| +2% | +$25.3K | 0.26% | 40 |
|
|
2021
Q4 | $1.15M | Buy |
19,555
+24
| +0.1% | +$1.41K | 0.26% | 39 |
|
|
2021
Q3 | $1.15M | Buy |
19,531
+399
| +2% | +$23.4K | 0.28% | 33 |
|
|
2021
Q2 | $1.06M | Sell |
19,132
-588
| -3% | -$32.6K | 0.27% | 33 |
|
|
2021
Q1 | $1.15M | Sell |
19,720
-13,629
| -41% | -$795K | 0.32% | 27 |
|
|
2020
Q4 | $1.59M | Sell |
33,349
-8,435
| -20% | -$402K | 0.45% | 20 |
|
|
2020
Q3 | $1.59M | Sell |
41,784
-477
| -1% | -$18.2K | 0.49% | 20 |
|
|
2020
Q2 | $1.59M | Sell |
42,261
-510
| -1% | -$19.2K | 0.57% | 19 |
|
|
2020
Q1 | $1.6M | Buy |
42,771
+1,775
| +4% | +$66.2K | 0.59% | 19 |
|
|
2019
Q4 | $2.31M | Sell |
40,996
-1,922
| -4% | -$108K | 0.73% | 15 |
|
|
2019
Q3 | $2.29M | Sell |
42,918
-10
| -0% | -$534 | 0.76% | 13 |
|
|
2019
Q2 | $2.11M | Sell |
42,928
-1,633
| -4% | -$80.2K | 0.75% | 14 |
|
|
2019
Q1 | $2.07M | Sell |
44,561
-15,159
| -25% | -$705K | 0.7% | 14 |
|
|
2018
Q4 | $2.59M | Buy |
59,720
+1
| +0% | +$43 | 1% | 10 |
|
|
2018
Q3 | $2.9M | Hold |
59,719
| – | – | 1.05% | 10 |
|
|
2018
Q2 | $3.04M | Hold |
59,719
| – | – | 1.15% | 10 |
|
|
2018
Q1 | $3.14M | Hold |
59,719
| – | – | 1.25% | 10 |
|
|
2017
Q4 | $2.97M | Buy |
+59,719
| New | +$2.97M | 1.22% | 9 |
|