LWA

Lowe Wealth Advisors’s Truist Financial TFC Stock Holding History

Lowe Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.2K	Hold	377	–	–	0.01%	219
2025 Q1	$15.5K	Hold	377	–	–	0.01%	219
2024 Q4	$16.4K	Buy	377 +347	+1,157%	+$15.1K	0.01%	201
2024 Q3	$1.28K	Hold	30	–	–	﹤0.01%	290
2024 Q2	$1.17K	Hold	30	–	–	﹤0.01%	287
2024 Q1	$1.17K	Hold	30	–	–	﹤0.01%	277
2023 Q4	$1.11K	Hold	30	–	–	﹤0.01%	284
2023 Q3	$858	Hold	30	–	–	﹤0.01%	278
2023 Q2	$911	Hold	30	–	–	﹤0.01%	317
2023 Q1	$1.02K	Hold	30	–	–	﹤0.01%	312
2022 Q4	$1.29K	Hold	30	–	–	﹤0.01%	312
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	327
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	309
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	294
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	278
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	262
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	255
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	254
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	261
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	258
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	257
2020 Q1	$1K	Sell	30 -100	-77%	-$3.33K	﹤0.01%	288
2019 Q4	$7K	Hold	130	–	–	﹤0.01%	190
2019 Q3	$7K	Hold	130	–	–	﹤0.01%	181
2019 Q2	$6K	Hold	130	–	–	﹤0.01%	199
2019 Q1	$6K	Hold	130	–	–	﹤0.01%	177
2018 Q4	$6K	Hold	130	–	–	﹤0.01%	166
2018 Q3	$6K	Hold	130	–	–	﹤0.01%	176
2018 Q2	$7K	Hold	130	–	–	﹤0.01%	161
2018 Q1	$7K	Hold	130	–	–	﹤0.01%	170
2017 Q4	$6K	Hold	130	–	–	﹤0.01%	183
2017 Q3	$6K	Hold	130	–	–	﹤0.01%	178
2017 Q2	$6K	Hold	130	–	–	﹤0.01%	153
2017 Q1	$6K	Hold	130	–	–	﹤0.01%	149
2016 Q4	$6K	Hold	130	–	–	﹤0.01%	154
2016 Q3	$5K	Hold	130	–	–	﹤0.01%	159
2016 Q2	$5K	Hold	130	–	–	﹤0.01%	153
2016 Q1	$4K	Hold	130	–	–	﹤0.01%	161
2015 Q4	$5K	Hold	130	–	–	﹤0.01%	158
2015 Q3	$5K	Hold	130	–	–	﹤0.01%	158
2015 Q2	$5K	Sell	130 -219	-63%	-$8.42K	﹤0.01%	159
2015 Q1	$14K	Buy	349 +249	+249%	+$9.99K	0.01%	122
2014 Q4	$4K	Buy	+100	New	+$4K	﹤0.01%	155