NWAM LLC’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 | $362K | Buy |
8,181
+94
| +1% | +$4.15K | 0.03% | 395 |
|
|
2025
Q1 | $333K | Sell |
8,087
-308
| -4% | -$12.7K | 0.03% | 389 |
|
|
2024
Q4 | $364K | Buy |
8,395
+263
| +3% | +$11.4K | 0.02% | 443 |
|
|
2024
Q3 | $348K | Buy |
+8,132
| New | +$348K | 0.02% | 453 |
|
|
2024
Q2 | – | Sell |
-8,049
| Closed | -$315K | – | 491 |
|
|
2024
Q1 | $315K | Sell |
8,049
-1,233
| -13% | -$48.2K | 0.03% | 421 |
|
|
2023
Q4 | $343K | Buy |
9,282
+667
| +8% | +$24.6K | 0.03% | 404 |
|
|
2023
Q3 | $246K | Buy |
8,615
+55
| +0.6% | +$1.57K | 0.03% | 427 |
|
|
2023
Q2 | $260K | Buy |
8,560
+183
| +2% | +$5.56K | 0.02% | 450 |
|
|
2023
Q1 | $286K | Sell |
8,377
-707
| -8% | -$24.1K | 0.03% | 376 |
|
|
2022
Q4 | $391K | Buy |
9,084
+203
| +2% | +$8.74K | 0.03% | 360 |
|
|
2022
Q3 | $387K | Sell |
8,881
-323
| -4% | -$14.1K | 0.04% | 345 |
|
|
2022
Q2 | $447K | Buy |
9,204
+379
| +4% | +$18.4K | 0.04% | 325 |
|
|
2022
Q1 | $500K | Buy |
8,825
+1,621
| +23% | +$91.8K | 0.04% | 332 |
|
|
2021
Q4 | $422K | Buy |
7,204
+445
| +7% | +$26.1K | 0.03% | 359 |
|
|
2021
Q3 | $396K | Buy |
6,759
+429
| +7% | +$25.1K | 0.04% | 360 |
|
|
2021
Q2 | $351K | Sell |
6,330
-20
| -0.3% | -$1.11K | 0.03% | 357 |
|
|
2021
Q1 | $370K | Sell |
6,350
-29
| -0.5% | -$1.69K | 0.04% | 346 |
|
|
2020
Q4 | $306K | Buy |
+6,379
| New | +$306K | 0.03% | 342 |
|
|
2020
Q3 | – | Sell |
-6,284
| Closed | -$236K | – | 405 |
|
|
2020
Q2 | $236K | Buy |
+6,284
| New | +$236K | 0.03% | 358 |
|
|
2020
Q1 | – | Sell |
-6,284
| Closed | -$354K | – | 415 |
|
|
2019
Q4 | $354K | Buy |
6,284
+1,780
| +40% | +$100K | 0.06% | 269 |
|
|
2019
Q3 | $240K | Hold |
4,504
| – | – | 0.04% | 322 |
|
|
2019
Q2 | $221K | Hold |
4,504
| – | – | 0.04% | 325 |
|
|
2019
Q1 | $210K | Buy |
+4,504
| New | +$210K | 0.05% | 318 |
|
|
2018
Q4 | – | Sell |
-4,504
| Closed | -$219K | – | 352 |
|
|
2018
Q3 | $219K | Buy |
+4,504
| New | +$219K | 0.05% | 308 |
|