Tcfg Wealth Management, LLC BANK AMERICA CORP Transaction History

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025
Number of Shares
355
Previous 460 22.83%
Holding current value
$431 Million
Previous $568 Million 24.17%
% of portfolio
0.2%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-105 Reduced 22.83%
355 $431 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-158 Reduced 25.57%
460 $568 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-200 Reduced 24.45%
618 $753 Million
Q3 2024

Oct 15, 2024
BUY
N/A
818 New
818 $1.04 Billion
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