WAOTB
Wealth Advisors of Tampa Bay’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
49,102
+15,865
| +48% | +$682K | 0.8% | 46 |
|
|
2025
Q1 | $1.37M | Buy |
33,237
+11,422
| +52% | +$470K | 0.56% | 54 |
|
|
2024
Q4 | $946K | Sell |
21,815
-440
| -2% | -$19.1K | 0.41% | 61 |
|
|
2024
Q3 | $952K | Sell |
22,255
-150
| -0.7% | -$6.42K | 0.4% | 66 |
|
|
2024
Q2 | $870K | Buy |
22,405
+490
| +2% | +$19K | 0.41% | 65 |
|
|
2024
Q1 | $854K | Hold |
21,915
| – | – | 0.41% | 65 |
|
|
2023
Q4 | $809K | Sell |
21,915
-69,395
| -76% | -$2.56M | 0.41% | 61 |
|
|
2023
Q3 | $2.61M | Buy |
91,310
+55,588
| +156% | +$1.59M | 0.72% | 49 |
|
|
2023
Q2 | $1.08M | Buy |
35,722
+6,015
| +20% | +$183K | 0.59% | 51 |
|
|
2023
Q1 | $1.01M | Sell |
29,707
-10,911
| -27% | -$372K | 0.58% | 51 |
|
|
2022
Q4 | $1.75M | Buy |
40,618
+240
| +0.6% | +$10.3K | 1.08% | 41 |
|
|
2022
Q3 | $1.76M | Sell |
40,378
-37,760
| -48% | -$1.64M | 1.21% | 36 |
|
|
2022
Q2 | $3.71M | Buy |
78,138
+190
| +0.2% | +$9.01K | 1.14% | 40 |
|
|
2022
Q1 | $4.42M | Sell |
77,948
-350
| -0.4% | -$19.9K | 1.2% | 37 |
|
|
2021
Q4 | $4.58M | Buy |
78,298
+39,229
| +100% | +$2.3M | 1.12% | 42 |
|
|
2021
Q3 | $2.29M | Buy |
39,069
+1,260
| +3% | +$73.9K | 1.27% | 41 |
|
|
2021
Q2 | $2.1M | Sell |
37,809
-1,236
| -3% | -$68.6K | 1.17% | 42 |
|
|
2021
Q1 | $2.28M | Sell |
39,045
-370
| -0.9% | -$21.6K | 1.35% | 35 |
|
|
2020
Q4 | $1.89M | Sell |
39,415
-350
| -0.9% | -$16.8K | 1.32% | 39 |
|
|
2020
Q3 | $1.51M | Buy |
39,765
+8,679
| +28% | +$330K | 1.12% | 41 |
|
|
2020
Q2 | $1.17M | Buy |
31,086
+1,052
| +4% | +$39.5K | 0.97% | 44 |
|
|
2020
Q1 | $926K | Hold |
30,034
| – | – | 1.04% | 38 |
|
|
2019
Q4 | $1.69M | Buy |
+30,034
| New | +$1.69M | 1.56% | 32 |
|