PPWP
Proquility Private Wealth Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.27M | Buy |
103,686
+3,978
| +4% | +$164K | 1.31% | 24 |
|
|
2024
Q4 | $4.33M | Sell |
99,708
-988
| -1% | -$42.9K | 1.39% | 25 |
|
|
2024
Q3 | $4.31M | Sell |
100,696
-129
| -0.1% | -$5.52K | 1.38% | 20 |
|
|
2024
Q2 | $3.92M | Buy |
100,825
+25,759
| +34% | +$1M | 1.34% | 22 |
|
|
2024
Q1 | $2.93M | Buy |
75,066
+25,763
| +52% | +$1M | 1% | 35 |
|
|
2023
Q4 | $1.82M | Sell |
49,303
-9,917
| -17% | -$366K | 0.69% | 45 |
|
|
2023
Q3 | $1.69M | Sell |
59,220
-1,341
| -2% | -$38.4K | 0.7% | 44 |
|
|
2023
Q2 | $1.84M | Buy |
60,561
+6,660
| +12% | +$202K | 0.72% | 43 |
|
|
2023
Q1 | $1.84M | Buy |
53,901
+29,203
| +118% | +$996K | 0.73% | 45 |
|
|
2022
Q4 | $1.06M | Sell |
24,698
-21,038
| -46% | -$905K | 0.44% | 61 |
|
|
2022
Q3 | $1.99M | Buy |
45,736
+4,458
| +11% | +$194K | 0.92% | 41 |
|
|
2022
Q2 | $1.96M | Sell |
41,278
-1,540
| -4% | -$73K | 0.84% | 44 |
|
|
2022
Q1 | $1.99M | Buy |
42,818
+732
| +2% | +$34K | 0.83% | 48 |
|
|
2021
Q4 | $2.72M | Sell |
42,086
-1,352
| -3% | -$87.4K | 0.96% | 36 |
|
|
2021
Q3 | $2.55M | Buy |
43,438
+1,291
| +3% | +$75.7K | 0.96% | 36 |
|
|
2021
Q2 | $2.34M | Buy |
42,147
+1,028
| +3% | +$57.1K | 0.88% | 43 |
|
|
2021
Q1 | $2.4M | Buy |
41,119
+19,633
| +91% | +$1.14M | 0.96% | 37 |
|
|
2020
Q4 | $1.03M | Buy |
+21,486
| New | +$1.03M | 0.47% | 54 |
|