LW
Linscomb Wealth’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Buy |
158,329
+5,525
| +4% | +$238K | 0.31% | 72 |
|
|
2025
Q1 | $6.29M | Buy |
152,804
+3,592
| +2% | +$148K | 0.31% | 75 |
|
|
2024
Q4 | $6.47M | Buy |
149,212
+27
| +0% | +$1.17K | 0.32% | 69 |
|
|
2024
Q3 | $6.38M | Sell |
149,185
-46
| -0% | -$1.97K | 0.32% | 76 |
|
|
2024
Q2 | $5.8M | Sell |
149,231
-988
| -0.7% | -$38.4K | 0.3% | 76 |
|
|
2024
Q1 | $5.86M | Buy |
150,219
+3,077
| +2% | +$120K | 0.3% | 78 |
|
|
2023
Q4 | $5.43M | Sell |
147,142
-1,671
| -1% | -$61.7K | 0.3% | 78 |
|
|
2023
Q3 | $4.26M | Sell |
148,813
-3,625
| -2% | -$104K | 0.25% | 91 |
|
|
2023
Q2 | $4.63M | Buy |
152,438
+626
| +0.4% | +$19K | 0.25% | 90 |
|
|
2023
Q1 | $5.18M | Buy |
151,812
+430
| +0.3% | +$14.7K | 0.27% | 85 |
|
|
2022
Q4 | $6.51M | Buy |
151,382
+6,513
| +4% | +$280K | 0.33% | 71 |
|
|
2022
Q3 | $6.31M | Buy |
144,869
+1,776
| +1% | +$77.3K | 0.38% | 68 |
|
|
2022
Q2 | $6.79M | Buy |
143,093
+1,124
| +0.8% | +$53.3K | 0.39% | 69 |
|
|
2022
Q1 | $8.05M | Buy |
141,969
+4,618
| +3% | +$262K | 0.38% | 66 |
|
|
2021
Q4 | $8.04M | Sell |
137,351
-225
| -0.2% | -$13.2K | 0.38% | 69 |
|
|
2021
Q3 | $8.07M | Buy |
137,576
+2,552
| +2% | +$150K | 0.42% | 66 |
|
|
2021
Q2 | $7.49M | Buy |
135,024
+4,875
| +4% | +$271K | 0.38% | 70 |
|
|
2021
Q1 | $7.59M | Buy |
130,149
+3,947
| +3% | +$230K | 0.41% | 64 |
|
|
2020
Q4 | $6.05M | Buy |
126,202
+2,716
| +2% | +$130K | 0.36% | 71 |
|
|
2020
Q3 | $4.7M | Buy |
123,486
+6,502
| +6% | +$247K | 0.32% | 75 |
|
|
2020
Q2 | $4.39M | Buy |
116,984
+31,836
| +37% | +$1.2M | 0.32% | 75 |
|
|
2020
Q1 | $2.63M | Buy |
85,148
+7,276
| +9% | +$224K | 0.23% | 81 |
|
|
2019
Q4 | $4.39M | Buy |
77,872
+2,995
| +4% | +$169K | 0.29% | 70 |
|
|
2019
Q3 | $4M | Buy |
74,877
+7,690
| +11% | +$410K | 0.32% | 64 |
|
|
2019
Q2 | $3.3M | Buy |
67,187
+6,517
| +11% | +$320K | 0.27% | 67 |
|
|
2019
Q1 | $2.82M | Buy |
60,670
+10,424
| +21% | +$485K | 0.24% | 76 |
|
|
2018
Q4 | $2.18M | Sell |
50,246
-5,856
| -10% | -$254K | 0.21% | 79 |
|
|
2018
Q3 | $2.72M | Buy |
56,102
+2,237
| +4% | +$109K | 0.22% | 75 |
|
|
2018
Q2 | $2.72M | Buy |
53,865
+5,797
| +12% | +$292K | 0.23% | 74 |
|
|
2018
Q1 | $2.5M | Buy |
48,068
+5,157
| +12% | +$268K | 0.21% | 75 |
|
|
2017
Q4 | $2.13M | Buy |
42,911
+29,751
| +226% | +$1.48M | 0.18% | 81 |
|
|
2017
Q3 | $618K | Sell |
13,160
-1,228
| -9% | -$57.7K | 0.05% | 149 |
|
|
2017
Q2 | $653K | Sell |
14,388
-503
| -3% | -$22.8K | 0.06% | 142 |
|
|
2017
Q1 | $666K | Buy |
14,891
+310
| +2% | +$13.9K | 0.06% | 141 |
|
|
2016
Q4 | $686K | Buy |
14,581
+193
| +1% | +$9.08K | 0.06% | 140 |
|
|
2016
Q3 | $543K | Buy |
14,388
+421
| +3% | +$15.9K | 0.05% | 155 |
|
|
2016
Q2 | $497K | Buy |
+13,967
| New | +$497K | 0.05% | 160 |
|