LVW Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
9,426
-3,021
| -24% | -$130K | 0.04% | 211 |
|
|
2025
Q1 | $512K | Sell |
12,447
-2,394
| -16% | -$98.5K | 0.06% | 165 |
|
|
2024
Q4 | $644K | Sell |
14,841
-6,279
| -30% | -$272K | 0.08% | 151 |
|
|
2024
Q3 | $903K | Buy |
21,120
+947
| +5% | +$40.5K | 0.12% | 122 |
|
|
2024
Q2 | $784K | Sell |
20,173
-1,489
| -7% | -$57.8K | 0.11% | 116 |
|
|
2024
Q1 | $844K | Buy |
21,662
+4,394
| +25% | +$171K | 0.14% | 111 |
|
|
2023
Q4 | $638K | Buy |
+17,268
| New | +$638K | 0.12% | 126 |
|