QPWM
Quadrant 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 | $453K | Sell |
10,528
-1,064
| -9% | -$45.7K | 0.09% | 158 |
|
|
2025
Q1 | $477K | Sell |
11,592
-291
| -2% | -$12K | 0.12% | 143 |
|
|
2024
Q4 | $515K | Sell |
11,883
-1,018
| -8% | -$44.2K | 0.13% | 143 |
|
|
2024
Q3 | $552K | Sell |
12,901
-176
| -1% | -$7.53K | 0.14% | 136 |
|
|
2024
Q2 | $508K | Buy |
13,077
+632
| +5% | +$24.6K | 0.12% | 146 |
|
|
2024
Q1 | $485K | Sell |
12,445
-235
| -2% | -$9.16K | 0.12% | 140 |
|
|
2023
Q4 | $468K | Sell |
12,680
-232
| -2% | -$8.57K | 0.13% | 132 |
|
|
2023
Q3 | $369K | Buy |
12,912
+3,604
| +39% | +$103K | 0.12% | 144 |
|
|
2023
Q2 | $282K | Buy |
9,308
+3,309
| +55% | +$100K | 0.08% | 192 |
|
|
2023
Q1 | $205K | Sell |
5,999
-950
| -14% | -$32.4K | 0.06% | 229 |
|
|
2022
Q4 | $299K | Buy |
+6,949
| New | +$299K | 0.1% | 175 |
|
|
2022
Q2 | $276K | Sell |
5,826
-136
| -2% | -$6.44K | 0.11% | 153 |
|
|
2022
Q1 | $338K | Sell |
5,962
-281
| -5% | -$15.9K | 0.13% | 150 |
|
|
2021
Q4 | $366K | Hold |
6,243
| – | – | 0.14% | 151 |
|
|
2021
Q3 | $366K | Hold |
6,243
| – | – | 0.15% | 139 |
|
|
2021
Q2 | $346K | Sell |
6,243
-1,440
| -19% | -$79.8K | 0.14% | 143 |
|
|
2021
Q1 | $448K | Sell |
7,683
-1,249
| -14% | -$72.8K | 0.19% | 111 |
|
|
2020
Q4 | $428K | Sell |
8,932
-452
| -5% | -$21.7K | 0.19% | 112 |
|
|
2020
Q3 | $357K | Sell |
9,384
-260
| -3% | -$9.89K | 0.18% | 113 |
|
|
2020
Q2 | $362K | Sell |
9,644
-774
| -7% | -$29.1K | 0.21% | 110 |
|
|
2020
Q1 | $321K | Buy |
10,418
+3,560
| +52% | +$110K | 0.27% | 87 |
|
|
2019
Q4 | $386K | Sell |
6,858
-2,321
| -25% | -$131K | 0.35% | 69 |
|
|
2019
Q3 | $490K | Buy |
9,179
+17
| +0.2% | +$908 | 0.45% | 57 |
|
|
2019
Q2 | $450K | Buy |
9,162
+15
| +0.2% | +$737 | 0.41% | 61 |
|
|
2019
Q1 | $426K | Sell |
9,147
-2,613
| -22% | -$122K | 0.39% | 64 |
|
|
2018
Q4 | $509K | Sell |
11,760
-860
| -7% | -$37.2K | 0.54% | 47 |
|
|
2018
Q3 | $613K | Buy |
12,620
+14
| +0.1% | +$680 | 0.54% | 42 |
|
|
2018
Q2 | $636K | Buy |
+12,606
| New | +$636K | 0.62% | 35 |
|
|
2018
Q1 | – | Sell |
-14,524
| Closed | -$722K | – | 103 |
|
|
2017
Q4 | $722K | Buy |
+14,524
| New | +$722K | 0.75% | 28 |
|