WCAMG
Woodard & Company Asset Management Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Hold |
15,702
| – | – | 0.12% | 68 |
|
|
2025
Q1 | $646K | Sell |
15,702
-586
| -4% | -$24.1K | 0.13% | 67 |
|
|
2024
Q4 | $707K | Sell |
16,288
-300
| -2% | -$13K | 0.15% | 63 |
|
|
2024
Q3 | $709K | Sell |
16,588
-200
| -1% | -$8.55K | 0.16% | 58 |
|
|
2024
Q2 | $652K | Hold |
16,788
| – | – | 0.16% | 55 |
|
|
2024
Q1 | $654K | Hold |
16,788
| – | – | 0.17% | 52 |
|
|
2023
Q4 | $620K | Hold |
16,788
| – | – | 0.18% | 52 |
|
|
2023
Q3 | $480K | Hold |
16,788
| – | – | 0.16% | 50 |
|
|
2023
Q2 | $510K | Hold |
16,788
| – | – | 0.17% | 57 |
|
|
2023
Q1 | $572K | Hold |
16,788
| – | – | 0.2% | 52 |
|
|
2022
Q4 | $722K | Hold |
16,788
| – | – | 0.26% | 52 |
|
|
2022
Q3 | $731K | Buy |
16,788
+3,792
| +29% | +$165K | 0.34% | 47 |
|
|
2022
Q2 | $616K | Buy |
12,996
+216
| +2% | +$10.2K | 0.25% | 49 |
|
|
2022
Q1 | $725K | Hold |
12,780
| – | – | 0.3% | 48 |
|
|
2021
Q4 | $748K | Hold |
12,780
| – | – | 0.35% | 46 |
|
|
2021
Q3 | $750K | Buy |
12,780
+786
| +7% | +$46.1K | 0.46% | 41 |
|
|
2021
Q2 | $666K | Hold |
11,994
| – | – | 0.4% | 44 |
|
|
2021
Q1 | $699K | Sell |
11,994
-1
| -0% | -$58 | 0.44% | 42 |
|
|
2020
Q4 | $575K | Sell |
11,995
-67
| -0.6% | -$3.21K | 0.35% | 40 |
|
|
2020
Q3 | $459K | Sell |
12,062
-945
| -7% | -$36K | 0.3% | 42 |
|
|
2020
Q2 | $488K | Hold |
13,007
| – | – | 0.33% | 42 |
|
|
2020
Q1 | $401K | Sell |
13,007
-62
| -0.5% | -$1.91K | 0.29% | 42 |
|
|
2019
Q4 | $736K | Sell |
13,069
-15,552
| -54% | -$876K | 0.44% | 34 |
|
|
2019
Q3 | $1.53M | Buy |
28,621
+22,691
| +383% | +$1.21M | 0.97% | 13 |
|
|
2019
Q2 | $291K | Hold |
5,930
| – | – | 2.25% | 14 |
|
|
2019
Q1 | $276K | Hold |
5,930
| – | – | 2.32% | 16 |
|
|
2018
Q4 | $257K | Sell |
5,930
-20,386
| -77% | -$884K | 2.6% | 16 |
|
|
2018
Q3 | $1.28M | Buy |
26,316
+1,106
| +4% | +$53.8K | 1.16% | 6 |
|
|
2018
Q2 | $1.27M | Buy |
25,210
+360
| +1% | +$18.2K | 1.23% | 6 |
|
|
2018
Q1 | $1.29M | Buy |
24,850
+175
| +0.7% | +$9.11K | 1.27% | 7 |
|
|
2017
Q4 | $1.23M | Buy |
+24,675
| New | +$1.23M | 1.06% | 9 |
|