TSWM
Triangle Securities Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
24,868
-25,933
| -51% | -$1.11M | 0.26% | 100 |
|
|
2025
Q1 | $2.09M | Sell |
50,801
-5,731
| -10% | -$236K | 0.54% | 61 |
|
|
2024
Q4 | $2.45M | Sell |
56,532
-1,699
| -3% | -$73.7K | 0.63% | 46 |
|
|
2024
Q3 | $2.49M | Sell |
58,231
-3,769
| -6% | -$161K | 0.64% | 44 |
|
|
2024
Q2 | $2.41M | Sell |
62,000
-1,608
| -3% | -$62.5K | 0.68% | 41 |
|
|
2024
Q1 | $2.48M | Sell |
63,608
-2,206
| -3% | -$86K | 0.71% | 38 |
|
|
2023
Q4 | $2.43M | Buy |
65,814
+1,457
| +2% | +$53.8K | 0.76% | 31 |
|
|
2023
Q3 | $1.84M | Buy |
64,357
+1,006
| +2% | +$28.8K | 0.65% | 47 |
|
|
2023
Q2 | $1.92M | Buy |
63,351
+95
| +0.2% | +$2.88K | 0.66% | 46 |
|
|
2023
Q1 | $2.16M | Buy |
63,256
+350
| +0.6% | +$11.9K | 0.77% | 33 |
|
|
2022
Q4 | $2.71M | Buy |
62,906
+2,594
| +4% | +$112K | 0.99% | 28 |
|
|
2022
Q3 | $2.63M | Sell |
60,312
-234
| -0.4% | -$10.2K | 1.07% | 23 |
|
|
2022
Q2 | $2.87M | Buy |
60,546
+732
| +1% | +$34.7K | 1.12% | 22 |
|
|
2022
Q1 | $3.39M | Buy |
59,814
+2,286
| +4% | +$130K | 1.14% | 22 |
|
|
2021
Q4 | $3.37M | Sell |
57,528
-33
| -0.1% | -$1.93K | 1.05% | 22 |
|
|
2021
Q3 | $3.38M | Buy |
57,561
+5,667
| +11% | +$332K | 1.15% | 18 |
|
|
2021
Q2 | $2.88M | Buy |
51,894
+6
| +0% | +$333 | 0.97% | 27 |
|
|
2021
Q1 | $3.03M | Sell |
51,888
-546
| -1% | -$31.8K | 1.09% | 23 |
|
|
2020
Q4 | $2.51M | Buy |
52,434
+255
| +0.5% | +$12.2K | 1% | 24 |
|
|
2020
Q3 | $1.99M | Buy |
52,179
+1,180
| +2% | +$44.9K | 0.9% | 31 |
|
|
2020
Q2 | $1.92M | Buy |
50,999
+2,743
| +6% | +$103K | 0.92% | 30 |
|
|
2020
Q1 | $1.49M | Buy |
48,256
+968
| +2% | +$29.8K | 0.86% | 40 |
|
|
2019
Q4 | $2.66M | Buy |
47,288
+2,568
| +6% | +$145K | 1.15% | 25 |
|
|
2019
Q3 | $2.39M | Sell |
44,720
-180
| -0.4% | -$9.61K | 1.17% | 25 |
|
|
2019
Q2 | $2.22M | Sell |
44,900
-2,475
| -5% | -$122K | 1.13% | 24 |
|
|
2019
Q1 | $2.2M | Sell |
47,375
-5,240
| -10% | -$244K | 1.16% | 25 |
|
|
2018
Q4 | $2.28M | Buy |
52,615
+7,253
| +16% | +$314K | 1.35% | 20 |
|
|
2018
Q3 | $2.2M | Sell |
45,362
-2,299
| -5% | -$112K | 1.17% | 29 |
|
|
2018
Q2 | $2.4M | Buy |
47,661
+7,177
| +18% | +$362K | 1.34% | 19 |
|
|
2018
Q1 | $2.11M | Sell |
40,484
-1,730
| -4% | -$90K | 1.21% | 24 |
|
|
2017
Q4 | $2.1M | Buy |
42,214
+1,350
| +3% | +$67.1K | 1.2% | 27 |
|
|
2017
Q3 | $1.92M | Buy |
40,864
+2,185
| +6% | +$103K | 1.14% | 31 |
|
|
2017
Q2 | $1.76M | Sell |
38,679
-839
| -2% | -$38.1K | 1.16% | 31 |
|
|
2017
Q1 | $1.77M | Sell |
39,518
-677
| -2% | -$30.3K | 1.13% | 32 |
|
|
2016
Q4 | $1.89M | Sell |
40,195
-1,235
| -3% | -$58.1K | 1.26% | 27 |
|
|
2016
Q3 | $1.56M | Buy |
41,430
+910
| +2% | +$34.3K | 1.08% | 32 |
|
|
2016
Q2 | $1.44M | Buy |
40,520
+4,359
| +12% | +$155K | 1.08% | 33 |
|
|
2016
Q1 | $1.2M | Buy |
36,161
+22,715
| +169% | +$756K | 0.78% | 43 |
|
|
2015
Q4 | $508K | Sell |
13,446
-400
| -3% | -$15.1K | 0.34% | 80 |
|
|
2015
Q3 | $493K | Sell |
13,846
-1,400
| -9% | -$49.8K | 0.37% | 82 |
|
|
2015
Q2 | $615K | Sell |
15,246
-805
| -5% | -$32.5K | 0.43% | 76 |
|
|
2015
Q1 | $626K | Buy |
16,051
+700
| +5% | +$27.3K | 0.43% | 72 |
|
|
2014
Q4 | $597K | Sell |
15,351
-1,054
| -6% | -$41K | 0.42% | 74 |
|
|
2014
Q3 | $610K | Sell |
16,405
-160
| -1% | -$5.95K | 0.47% | 71 |
|
|
2014
Q2 | $653K | Sell |
16,565
-9,108
| -35% | -$359K | 0.5% | 67 |
|
|
2014
Q1 | $806K | Buy |
25,673
+7,768
| +43% | +$244K | 0.72% | 49 |
|
|
2013
Q4 | $668K | Sell |
17,905
-5,378
| -23% | -$201K | 0.54% | 65 |
|
|
2013
Q3 | $786K | Sell |
23,283
-2,652
| -10% | -$89.5K | 0.68% | 50 |
|
|
2013
Q2 | $879K | Buy |
+25,935
| New | +$879K | 0.65% | 44 |
|