SVWAG
Sound View Wealth Advisors Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
28,362
-537
| -2% | -$23.1K | 0.09% | 168 |
|
|
2025
Q1 | $1.19M | Buy |
28,899
+773
| +3% | +$31.8K | 0.1% | 160 |
|
|
2024
Q4 | $1.22M | Buy |
28,126
+901
| +3% | +$39.1K | 0.1% | 162 |
|
|
2024
Q3 | $1.16M | Buy |
27,225
+4,008
| +17% | +$171K | 0.1% | 168 |
|
|
2024
Q2 | $902K | Sell |
23,217
-1,569
| -6% | -$61K | 0.09% | 168 |
|
|
2024
Q1 | $966K | Sell |
24,786
-365
| -1% | -$14.2K | 0.1% | 165 |
|
|
2023
Q4 | $929K | Sell |
25,151
-2,624
| -9% | -$96.9K | 0.1% | 166 |
|
|
2023
Q3 | $795K | Buy |
27,775
+84
| +0.3% | +$2.4K | 0.1% | 168 |
|
|
2023
Q2 | $840K | Buy |
27,691
+1,245
| +5% | +$37.8K | 0.11% | 169 |
|
|
2023
Q1 | $902K | Buy |
26,446
+1,295
| +5% | +$44.2K | 0.12% | 158 |
|
|
2022
Q4 | $929K | Buy |
25,151
+18,369
| +271% | +$678K | 0.1% | 166 |
|
|
2022
Q3 | $295K | Buy |
6,782
+61
| +0.9% | +$2.65K | 0.07% | 214 |
|
|
2022
Q2 | $319K | Buy |
6,721
+497
| +8% | +$23.6K | 0.07% | 212 |
|
|
2022
Q1 | $353K | Buy |
6,224
+50
| +0.8% | +$2.84K | 0.07% | 214 |
|
|
2021
Q4 | $361K | Sell |
6,174
-1,550
| -20% | -$90.6K | 0.07% | 211 |
|
|
2021
Q3 | $453K | Buy |
7,724
+128
| +2% | +$7.51K | 0.09% | 182 |
|
|
2021
Q2 | $422K | Buy |
7,596
+352
| +5% | +$19.6K | 0.09% | 190 |
|
|
2021
Q1 | $422K | Sell |
7,244
-17
| -0.2% | -$990 | 0.1% | 176 |
|
|
2020
Q4 | $348K | Sell |
7,261
-330
| -4% | -$15.8K | 0.09% | 184 |
|
|
2020
Q3 | $289K | Sell |
7,591
-1,694
| -18% | -$64.5K | 0.08% | 194 |
|
|
2020
Q2 | $349K | Buy |
9,285
+208
| +2% | +$7.82K | 0.1% | 169 |
|
|
2020
Q1 | $280K | Sell |
9,077
-1,586
| -15% | -$48.9K | 0.1% | 171 |
|
|
2019
Q4 | $601K | Buy |
10,663
+2,959
| +38% | +$167K | 0.17% | 127 |
|
|
2019
Q3 | $411K | Sell |
7,704
-1,815
| -19% | -$96.8K | 0.12% | 158 |
|
|
2019
Q2 | $468K | Buy |
+9,519
| New | +$468K | 0.14% | 148 |
|