PPWM
PFG Private Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-88
| Closed | -$3.62K | – | 232 |
|
|
2025
Q1 | $3.62K | Hold |
88
| – | – | ﹤0.01% | 191 |
|
|
2024
Q4 | $3.82K | Sell |
88
-13
| -13% | -$564 | ﹤0.01% | 166 |
|
|
2024
Q3 | $4.32K | Hold |
101
| – | – | ﹤0.01% | 167 |
|
|
2024
Q2 | $3.92K | Hold |
101
| – | – | ﹤0.01% | 167 |
|
|
2024
Q1 | $3.94K | Hold |
101
| – | – | ﹤0.01% | 160 |
|
|
2023
Q4 | $3.73K | Sell |
101
-1,117
| -92% | -$41.2K | ﹤0.01% | 168 |
|
|
2023
Q3 | $34.8K | Sell |
1,218
-1,221
| -50% | -$34.9K | 0.03% | 118 |
|
|
2023
Q2 | $74K | Buy |
2,439
+494
| +25% | +$15K | 0.04% | 139 |
|
|
2023
Q1 | $66.3K | Buy |
1,945
+289
| +17% | +$9.86K | 0.04% | 139 |
|
|
2022
Q4 | $71K | Sell |
1,656
-346
| -17% | -$14.8K | 0.04% | 120 |
|
|
2022
Q3 | $87K | Sell |
2,002
-15
| -0.7% | -$652 | 0.06% | 89 |
|
|
2022
Q2 | $96K | Buy |
2,017
+54
| +3% | +$2.57K | 0.05% | 106 |
|
|
2022
Q1 | $111K | Buy |
+1,963
| New | +$111K | 0.06% | 100 |
|