MWA
Midland Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
11,975
-1,518
| -11% | -$65.3K | 0.03% | 118 |
|
|
2025
Q1 | $555K | Sell |
13,493
-2,530
| -16% | -$104K | 0.03% | 123 |
|
|
2024
Q4 | $695K | Sell |
16,023
-1,782
| -10% | -$77.3K | 0.04% | 109 |
|
|
2024
Q3 | $762K | Sell |
17,805
-2,278
| -11% | -$97.4K | 0.04% | 114 |
|
|
2024
Q2 | $780K | Sell |
20,083
-1,971
| -9% | -$76.6K | 0.05% | 107 |
|
|
2024
Q1 | $860K | Sell |
22,054
-1,036
| -4% | -$40.4K | 0.05% | 102 |
|
|
2023
Q4 | $852K | Buy |
+23,090
| New | +$852K | 0.06% | 97 |
|