RWM
RKL Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
12,705
-202
| -2% | -$8.68K | 0.05% | 122 |
|
|
2025
Q1 | $531K | Buy |
12,907
+3
| +0% | +$123 | 0.05% | 117 |
|
|
2024
Q4 | $560K | Buy |
12,904
+4,456
| +53% | +$193K | 0.05% | 119 |
|
|
2024
Q3 | $361K | Sell |
8,448
-30,683
| -78% | -$1.31M | 0.03% | 121 |
|
|
2024
Q2 | $1.52M | Buy |
39,131
+1,119
| +3% | +$43.5K | 0.15% | 66 |
|
|
2024
Q1 | $1.48M | Buy |
38,012
+814
| +2% | +$31.7K | 0.15% | 67 |
|
|
2023
Q4 | $1.37M | Buy |
37,198
+797
| +2% | +$29.4K | 0.15% | 69 |
|
|
2023
Q3 | $1.04M | Sell |
36,401
-308
| -0.8% | -$8.81K | 0.13% | 74 |
|
|
2023
Q2 | $1.11M | Buy |
36,709
+505
| +1% | +$15.3K | 0.13% | 73 |
|
|
2023
Q1 | $1.23M | Buy |
36,204
+579
| +2% | +$19.7K | 0.16% | 68 |
|
|
2022
Q4 | $1.53M | Sell |
35,625
-1,060
| -3% | -$45.6K | 0.2% | 65 |
|
|
2022
Q3 | $1.6M | Buy |
36,685
+501
| +1% | +$21.8K | 0.23% | 59 |
|
|
2022
Q2 | $1.72M | Buy |
36,184
+1,265
| +4% | +$60K | 0.24% | 56 |
|
|
2022
Q1 | $1.98M | Buy |
34,919
+4,669
| +15% | +$265K | 0.24% | 56 |
|
|
2021
Q4 | $1.77M | Sell |
30,250
-25,098
| -45% | -$1.47M | 0.21% | 61 |
|
|
2021
Q3 | $3.25M | Buy |
55,348
+253
| +0.5% | +$14.8K | 0.41% | 40 |
|
|
2021
Q2 | $3.06M | Buy |
55,095
+651
| +1% | +$36.1K | 0.39% | 41 |
|
|
2021
Q1 | $3.18M | Sell |
54,444
-465
| -0.8% | -$27.1K | 0.43% | 39 |
|
|
2020
Q4 | $2.63M | Sell |
54,909
-1,219
| -2% | -$58.4K | 0.37% | 41 |
|
|
2020
Q3 | $2.14M | Buy |
56,128
+1,233
| +2% | +$46.9K | 0.34% | 45 |
|
|
2020
Q2 | $2.06M | Buy |
54,895
+1,414
| +3% | +$53.1K | 0.35% | 46 |
|
|
2020
Q1 | $1.65M | Sell |
53,481
-644
| -1% | -$19.9K | 0.35% | 46 |
|
|
2019
Q4 | $3.05M | Buy |
54,125
+22,916
| +73% | +$1.29M | 0.55% | 38 |
|
|
2019
Q3 | $1.66M | Sell |
31,209
-19
| -0.1% | -$1.01K | 0.32% | 54 |
|
|
2019
Q2 | $1.53M | Sell |
31,228
-2,304
| -7% | -$113K | 0.28% | 59 |
|
|
2019
Q1 | $1.56M | Buy |
33,532
+159
| +0.5% | +$7.4K | 0.31% | 55 |
|
|
2018
Q4 | $1.44M | Buy |
33,373
+80
| +0.2% | +$3.46K | 0.33% | 54 |
|
|
2018
Q3 | $1.62M | Sell |
33,293
-196
| -0.6% | -$9.51K | 0.34% | 56 |
|
|
2018
Q2 | $1.69M | Buy |
33,489
+2,212
| +7% | +$111K | 0.38% | 52 |
|
|
2018
Q1 | $1.63M | Sell |
31,277
-857
| -3% | -$44.6K | 0.38% | 54 |
|
|
2017
Q4 | $1.6M | Sell |
32,134
-23,633
| -42% | -$1.17M | 0.39% | 55 |
|
|
2017
Q3 | $2.1M | Buy |
55,767
+23,854
| +75% | +$900K | 0.59% | 45 |
|
|
2017
Q2 | $1.45M | Sell |
31,913
-1,708
| -5% | -$77.6K | 0.46% | 50 |
|
|
2017
Q1 | $1.5M | Buy |
33,621
+967
| +3% | +$43.2K | 0.6% | 42 |
|
|
2016
Q4 | $1.54M | Buy |
32,654
+19
| +0.1% | +$893 | 0.74% | 37 |
|
|
2016
Q3 | $1.23M | Buy |
32,635
+1,973
| +6% | +$74.4K | 0.62% | 40 |
|
|
2016
Q2 | $1.1M | Buy |
+30,662
| New | +$1.1M | 0.57% | 38 |
|