LWAM
Legacy Wealth Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
16,457
+141
| +0.9% | +$6.06K | 0.18% | 164 |
|
|
2025
Q1 | $671K | Sell |
16,316
-436
| -3% | -$17.9K | 0.19% | 171 |
|
|
2024
Q4 | $727K | Sell |
16,752
-573
| -3% | -$24.9K | 0.2% | 150 |
|
|
2024
Q3 | $741K | Sell |
17,325
-39
| -0.2% | -$1.67K | 0.2% | 146 |
|
|
2024
Q2 | $675K | Sell |
17,364
-7,022
| -29% | -$273K | 0.19% | 157 |
|
|
2024
Q1 | $951K | Buy |
24,386
+180
| +0.7% | +$7.02K | 0.26% | 105 |
|
|
2023
Q4 | $894K | Sell |
24,206
-1,749
| -7% | -$64.6K | 0.29% | 101 |
|
|
2023
Q3 | $743K | Sell |
25,955
-98
| -0.4% | -$2.8K | 0.27% | 112 |
|
|
2023
Q2 | $791K | Buy |
26,053
+15,438
| +145% | +$469K | 0.28% | 101 |
|
|
2023
Q1 | $362K | Buy |
10,615
+119
| +1% | +$4.06K | 0.13% | 272 |
|
|
2022
Q4 | $452K | Buy |
10,496
+265
| +3% | +$11.4K | 0.17% | 208 |
|
|
2022
Q3 | $445K | Buy |
+10,231
| New | +$445K | 0.19% | 181 |
|