LFAS
Level Four Advisory Services’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
38,876
-1,164
| -3% | -$50K | 0.06% | 280 |
|
|
2025
Q1 | $1.65M | Sell |
40,040
-1,074
| -3% | -$44.2K | 0.07% | 269 |
|
|
2024
Q4 | $1.78M | Buy |
41,114
+386
| +0.9% | +$16.7K | 0.07% | 252 |
|
|
2024
Q3 | $1.75M | Sell |
40,728
-56,156
| -58% | -$2.42M | 0.07% | 254 |
|
|
2024
Q2 | $3.76M | Buy |
96,884
+39,002
| +67% | +$1.52M | 0.17% | 171 |
|
|
2024
Q1 | $2.14M | Buy |
57,882
+1,213
| +2% | +$44.8K | 0.12% | 191 |
|
|
2023
Q4 | $2.09M | Sell |
56,669
-35,584
| -39% | -$1.31M | 0.12% | 192 |
|
|
2023
Q3 | $2.64M | Sell |
92,253
-21,530
| -19% | -$616K | 0.17% | 148 |
|
|
2023
Q2 | $3.45M | Buy |
113,783
+18,337
| +19% | +$557K | 0.21% | 118 |
|
|
2023
Q1 | $3.25M | Sell |
95,446
-18,186
| -16% | -$620K | 0.21% | 117 |
|
|
2022
Q4 | $4.89M | Buy |
113,632
+26,297
| +30% | +$1.13M | 0.36% | 63 |
|
|
2022
Q3 | $3.8M | Buy |
87,335
+321
| +0.4% | +$14K | 0.37% | 69 |
|
|
2022
Q2 | $4.13M | Buy |
87,014
+4,592
| +6% | +$218K | 0.39% | 68 |
|
|
2022
Q1 | $4.67M | Sell |
82,422
-4,322
| -5% | -$245K | 0.37% | 66 |
|
|
2021
Q4 | $5.08M | Buy |
86,744
+9,201
| +12% | +$539K | 0.39% | 65 |
|
|
2021
Q3 | $4.55M | Buy |
77,543
+7,206
| +10% | +$423K | 0.47% | 51 |
|
|
2021
Q2 | $3.9M | Buy |
70,337
+5,211
| +8% | +$289K | 0.27% | 90 |
|
|
2021
Q1 | $3.8M | Buy |
65,126
+37
| +0.1% | +$2.16K | 0.29% | 84 |
|
|
2020
Q4 | $3.12M | Sell |
65,089
-8,688
| -12% | -$416K | 0.25% | 109 |
|
|
2020
Q3 | $2.81M | Sell |
73,777
-4,947
| -6% | -$188K | 0.22% | 113 |
|
|
2020
Q2 | $2.96M | Buy |
78,724
+7,653
| +11% | +$288K | 0.23% | 112 |
|
|
2020
Q1 | $2.19M | Sell |
71,071
-6,483
| -8% | -$200K | 0.26% | 94 |
|
|
2019
Q4 | $15.1M | Buy |
77,554
+14,820
| +24% | +$2.89M | 0.6% | 41 |
|
|
2019
Q3 | $3.35M | Buy |
62,734
+5,919
| +10% | +$316K | 0.35% | 65 |
|
|
2019
Q2 | $2.79M | Buy |
56,815
+1,333
| +2% | +$65.5K | 0.28% | 76 |
|
|
2019
Q1 | $2.58M | Buy |
55,482
+382
| +0.7% | +$17.8K | 0.28% | 77 |
|
|
2018
Q4 | $2.39M | Sell |
55,100
-1,937
| -3% | -$83.9K | 0.3% | 81 |
|
|
2018
Q3 | $2.77M | Sell |
57,037
-7,467
| -12% | -$363K | 0.3% | 82 |
|
|
2018
Q2 | $3.25M | Buy |
64,504
+7,695
| +14% | +$388K | 0.24% | 95 |
|
|
2018
Q1 | $2.96M | Buy |
56,809
+937
| +2% | +$48.8K | 0.23% | 92 |
|
|
2017
Q4 | $2.78M | Buy |
55,872
+2,964
| +6% | +$147K | 0.22% | 96 |
|
|
2017
Q3 | $2.48M | Buy |
52,908
+15,668
| +42% | +$736K | 0.22% | 94 |
|
|
2017
Q2 | $1.64M | Sell |
37,240
-17,247
| -32% | -$759K | 0.25% | 98 |
|
|
2017
Q1 | $2.41M | Sell |
54,487
-8,693
| -14% | -$384K | 0.25% | 94 |
|
|
2016
Q4 | $2.97M | Buy |
+63,180
| New | +$2.97M | 0.38% | 51 |
|