RWB
RMR Wealth Builders’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
19,205
+313
| +2% | +$13.5K | 0.08% | 131 |
|
|
2025
Q1 | $777K | Sell |
18,892
-273
| -1% | -$11.2K | 0.08% | 122 |
|
|
2024
Q4 | $831K | Buy |
19,165
+324
| +2% | +$14.1K | 0.09% | 120 |
|
|
2024
Q3 | $806K | Hold |
18,841
| – | – | 0.09% | 118 |
|
|
2024
Q2 | $732K | Hold |
18,841
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $734K | Sell |
18,841
-356
| -2% | -$13.9K | 0.09% | 119 |
|
|
2023
Q4 | $709K | Buy |
19,197
+356
| +2% | +$13.1K | 0.1% | 107 |
|
|
2023
Q3 | $539K | Hold |
18,841
| – | – | 0.09% | 128 |
|
|
2023
Q2 | $572K | Buy |
18,841
+9,516
| +102% | +$289K | 0.1% | 104 |
|
|
2023
Q1 | $318K | Hold |
9,325
| – | – | 0.06% | 162 |
|
|
2022
Q4 | $401K | Hold |
9,325
| – | – | 0.09% | 119 |
|
|
2022
Q3 | $406K | Hold |
9,325
| – | – | 0.1% | 112 |
|
|
2022
Q2 | $442K | Buy |
+9,325
| New | +$442K | 0.11% | 116 |
|
|
2021
Q2 | – | Sell |
-1,253
| Closed | -$73K | – | 653 |
|
|
2021
Q1 | $73K | Buy |
+1,253
| New | +$73K | 0.02% | 313 |
|