THWM
Taylor Hoffman Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $400K | Hold |
10,188
| – | – | 0.16% | 81 |
|
|
2024
Q1 | $397K | Sell |
10,188
-481
| -5% | -$18.7K | 0.17% | 81 |
|
|
2023
Q4 | $394K | Sell |
10,669
-415
| -4% | -$15.3K | 0.18% | 80 |
|
|
2023
Q3 | $317K | Hold |
11,084
| – | – | 0.16% | 85 |
|
|
2023
Q2 | $336K | Buy |
11,084
+3,609
| +48% | +$110K | 0.17% | 84 |
|
|
2023
Q1 | $255K | Buy |
7,475
+1,415
| +23% | +$48.3K | 0.14% | 98 |
|
|
2022
Q4 | $261K | Sell |
6,060
-13,939
| -70% | -$600K | 0.16% | 89 |
|
|
2022
Q3 | $871K | Buy |
19,999
+7
| +0% | +$305 | 0.46% | 64 |
|
|
2022
Q2 | $964K | Buy |
19,992
+6
| +0% | +$289 | 0.47% | 68 |
|
|
2022
Q1 | $1.13M | Buy |
19,986
+5
| +0% | +$283 | 0.45% | 66 |
|
|
2021
Q4 | $1.17M | Buy |
19,981
+355
| +2% | +$20.8K | 0.45% | 66 |
|
|
2021
Q3 | $1.18M | Sell |
19,626
-428
| -2% | -$25.8K | 0.51% | 66 |
|
|
2021
Q2 | $1.11M | Buy |
20,054
+1,159
| +6% | +$64.3K | 0.48% | 69 |
|
|
2021
Q1 | $1.1M | Buy |
18,895
+4
| +0% | +$233 | 0.5% | 68 |
|
|
2020
Q4 | $905K | Sell |
18,891
-184
| -1% | -$8.82K | 0.46% | 67 |
|
|
2020
Q3 | $726K | Sell |
19,075
-2,855
| -13% | -$109K | 0.43% | 69 |
|
|
2020
Q2 | $823K | Buy |
21,930
+89
| +0.4% | +$3.34K | 0.52% | 68 |
|
|
2020
Q1 | $674K | Sell |
21,841
-1,563
| -7% | -$48.2K | 0.65% | 60 |
|
|
2019
Q4 | $1.32M | Buy |
23,404
+5,386
| +30% | +$303K | 0.85% | 39 |
|
|
2019
Q3 | $962K | Sell |
18,018
-2,790
| -13% | -$149K | 0.68% | 48 |
|
|
2019
Q2 | $1.02M | Sell |
20,808
-1,887
| -8% | -$92.7K | 0.82% | 42 |
|
|
2019
Q1 | $1.06M | Buy |
22,695
+7
| +0% | +$326 | 0.78% | 39 |
|
|
2018
Q4 | $983K | Buy |
22,688
+4,460
| +24% | +$193K | 0.88% | 38 |
|
|
2018
Q3 | $885K | Sell |
18,228
-69
| -0.4% | -$3.35K | 0.7% | 42 |
|
|
2018
Q2 | $923K | Buy |
18,297
+7
| +0% | +$353 | 0.8% | 39 |
|
|
2018
Q1 | $952K | Buy |
18,290
+879
| +5% | +$45.8K | 0.87% | 34 |
|
|
2017
Q4 | $866K | Buy |
+17,411
| New | +$866K | 0.83% | 34 |
|