Tcfg Wealth Management, LLC BANK AMERICA CORP Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025
Number of Shares
340
Previous 355 4.23%
Holding current value
$435 Million
Previous $431 Million 1.06%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
N/A
-15 Reduced 4.23%
340 $435 Million
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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