Phillips Wealth Planners’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 | $371K | Buy |
8,161
+1,930
| +31% | +$87.6K | 0.34% | 104 |
|
|
2025
Q1 | $221K | Sell |
6,231
-74
| -1% | -$2.62K | 0.23% | 160 |
|
|
2024
Q4 | $270K | Sell |
6,305
-38
| -0.6% | -$1.63K | 0.27% | 130 |
|
|
2024
Q3 | $282K | Sell |
6,343
-36
| -0.6% | -$1.6K | 0.27% | 133 |
|
|
2024
Q2 | $250K | Buy |
6,379
+78
| +1% | +$3.06K | 0.26% | 146 |
|
|
2024
Q1 | $225K | Buy |
+6,301
| New | +$225K | 0.26% | 153 |
|
|
2023
Q4 | – | Sell |
-7,791
| Closed | -$219K | – | 167 |
|
|
2023
Q3 | $219K | Sell |
7,791
-4,458
| -36% | -$125K | 0.3% | 131 |
|
|
2023
Q2 | $372K | Sell |
12,249
-58
| -0.5% | -$1.76K | 0.49% | 79 |
|
|
2023
Q1 | $388K | Sell |
12,307
-8,445
| -41% | -$266K | 0.51% | 71 |
|
|
2022
Q4 | $1.02M | Buy |
+20,752
| New | +$1.02M | 1.78% | 15 |
|