LWP
Lumature Wealth Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $349K | Buy |
11,487
+2
| +0% | +$61 | 0.21% | 91 |
|
|
2023
Q1 | $392K | Buy |
11,485
+1
| +0% | +$34 | 0.22% | 80 |
|
|
2022
Q4 | $494K | Sell |
11,484
-541
| -4% | -$23.3K | 0.28% | 65 |
|
|
2022
Q3 | $524K | Sell |
12,025
-51
| -0.4% | -$2.22K | 0.28% | 62 |
|
|
2022
Q2 | $573K | Buy |
12,076
+52
| +0.4% | +$2.47K | 0.26% | 68 |
|
|
2022
Q1 | $682K | Hold |
12,024
| – | – | 0.27% | 78 |
|
|
2021
Q4 | $704K | Hold |
12,024
| – | – | 0.27% | 84 |
|
|
2021
Q3 | $705K | Hold |
12,024
| – | – | 0.29% | 77 |
|
|
2021
Q2 | $667K | Hold |
12,024
| – | – | 0.28% | 78 |
|
|
2021
Q1 | $701K | Hold |
12,024
| – | – | 0.37% | 54 |
|
|
2020
Q4 | $576K | Buy |
+12,024
| New | +$576K | 0.55% | 54 |
|