SOA Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.4K | Sell |
2,079
-779
| -27% | -$33.5K | 0.02% | 288 |
|
|
2025
Q1 | $118K | Hold |
2,858
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $124K | Hold |
2,858
| – | – | 0.02% | 233 |
|
|
2024
Q3 | $122K | Buy |
2,858
+135
| +5% | +$5.77K | 0.02% | 231 |
|
|
2024
Q2 | $106K | Buy |
2,723
+2,363
| +656% | +$91.8K | 0.02% | 242 |
|
|
2024
Q1 | $14K | Buy |
+360
| New | +$14K | ﹤0.01% | 494 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$5.72K | – | 946 |
|
|
2023
Q3 | $5.72K | Hold |
200
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $6.07K | Hold |
200
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $6.82K | Hold |
200
| – | – | ﹤0.01% | 580 |
|
|
2022
Q4 | $8.61K | Hold |
200
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 557 |
|
|
2021
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 575 |
|
|
2021
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 566 |
|
|
2021
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 500 |
|
|
2020
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 519 |
|