LWM
LongView Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
4,954
-21
| -0.4% | -$903 | 0.06% | 205 |
|
|
2025
Q1 | $205K | Hold |
4,975
| – | – | 0.06% | 198 |
|
|
2024
Q4 | $216K | Hold |
4,975
| – | – | 0.07% | 193 |
|
|
2024
Q3 | $213K | Sell |
4,975
-347
| -7% | -$14.8K | 0.07% | 189 |
|
|
2024
Q2 | $207K | Sell |
5,322
-149
| -3% | -$5.79K | 0.08% | 176 |
|
|
2024
Q1 | $213K | Sell |
5,471
-1,421
| -21% | -$55.4K | 0.08% | 167 |
|
|
2023
Q4 | $260K | Buy |
+6,892
| New | +$260K | 0.12% | 148 |
|