JSAM
J. Safra Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
8,171
+2,905
| +55% | +$124K | 0.03% | 104 |
|
|
2025
Q1 | $217K | Buy |
5,266
+899
| +21% | +$37K | 0.02% | 121 |
|
|
2024
Q4 | $189K | Buy |
+4,367
| New | +$189K | 0.02% | 133 |
|
|
2023
Q1 | – | Sell |
-683
| Closed | -$29K | – | 127 |
|
|
2022
Q4 | $29K | Buy |
+683
| New | +$29K | 0.01% | 43 |
|
|
2022
Q2 | – | Sell |
-129
| Closed | -$2K | – | 134 |
|
|
2022
Q1 | $2K | Buy |
+129
| New | +$2K | 0.04% | 32 |
|