LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,096
| Closed | -$32.8K | – | 596 |
|
|
2023
Q3 | $32.8K | Sell |
1,096
-350
| -24% | -$10.5K | ﹤0.01% | 451 |
|
|
2023
Q2 | $43.9K | Buy |
1,446
+350
| +32% | +$10.6K | ﹤0.01% | 438 |
|
|
2023
Q1 | $37.4K | Hold |
1,096
| – | – | ﹤0.01% | 437 |
|
|
2022
Q4 | $47.2K | Sell |
1,096
-15
| -1% | -$645 | ﹤0.01% | 408 |
|
|
2022
Q3 | $48K | Hold |
1,111
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $53K | Buy |
1,111
+15
| +1% | +$716 | ﹤0.01% | 420 |
|
|
2022
Q1 | $62K | Hold |
1,096
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $64K | Hold |
1,096
| – | – | ﹤0.01% | 438 |
|
|
2021
Q3 | $64K | Sell |
1,096
-585
| -35% | -$34.2K | ﹤0.01% | 436 |
|
|
2021
Q2 | $93K | Buy |
+1,681
| New | +$93K | ﹤0.01% | 408 |
|
|
2021
Q1 | – | Sell |
-2,705
| Closed | -$130K | – | 659 |
|
|
2020
Q4 | $130K | Sell |
2,705
-615
| -19% | -$29.6K | ﹤0.01% | 321 |
|
|
2020
Q3 | $126K | Hold |
3,320
| – | – | ﹤0.01% | 300 |
|
|
2020
Q2 | $125K | Hold |
3,320
| – | – | ﹤0.01% | 285 |
|
|
2020
Q1 | $102K | Sell |
3,320
-1,500
| -31% | -$46.1K | ﹤0.01% | 293 |
|
|
2019
Q4 | $271K | Buy |
+4,820
| New | +$271K | ﹤0.01% | 242 |
|
|
2019
Q1 | – | Sell |
-1,800
| Closed | -$78K | – | 759 |
|
|
2018
Q4 | $78K | Buy |
+1,800
| New | +$78K | ﹤0.01% | 354 |
|
|
2018
Q2 | – | Sell |
-279
| Closed | -$15K | – | 729 |
|
|
2018
Q1 | $15K | Hold |
279
| – | – | ﹤0.01% | 560 |
|
|
2017
Q4 | $14K | Buy |
279
+265
| +1,893% | +$13.3K | ﹤0.01% | 548 |
|
|
2017
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 894 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$18K | – | 652 |
|
|
2017
Q1 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 503 |
|
|
2014
Q3 | – | Sell |
-131
| Closed | -$5K | – | 616 |
|
|
2014
Q2 | $5K | Hold |
131
| – | – | ﹤0.01% | 589 |
|
|
2014
Q1 | $5K | Sell |
131
-773
| -86% | -$29.5K | ﹤0.01% | 585 |
|
|
2013
Q4 | $34K | Sell |
904
-149
| -14% | -$5.6K | ﹤0.01% | 426 |
|
|
2013
Q3 | $36K | Hold |
1,053
| – | – | ﹤0.01% | 395 |
|
|
2013
Q2 | $36K | Buy |
+1,053
| New | +$36K | ﹤0.01% | 425 |
|