SMA
Sage Mountain Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
7,969
-1,246
| -14% | -$53.6K | 0.02% | 299 |
|
|
2025
Q1 | $379K | Sell |
9,215
-1,369
| -13% | -$56.3K | 0.03% | 267 |
|
|
2024
Q4 | $459K | Buy |
10,584
+473
| +5% | +$20.5K | 0.03% | 225 |
|
|
2024
Q3 | $432K | Buy |
10,111
+465
| +5% | +$19.9K | 0.04% | 222 |
|
|
2024
Q2 | $375K | Buy |
9,646
+1,547
| +19% | +$60.1K | 0.03% | 214 |
|
|
2024
Q1 | $316K | Buy |
8,099
+113
| +1% | +$4.41K | 0.03% | 228 |
|
|
2023
Q4 | $295K | Buy |
7,986
+26
| +0.3% | +$960 | 0.03% | 207 |
|
|
2023
Q3 | $228K | Buy |
7,960
+236
| +3% | +$6.75K | 0.03% | 224 |
|
|
2023
Q2 | $234K | Buy |
7,724
+1,258
| +19% | +$38.2K | 0.03% | 220 |
|
|
2023
Q1 | $220K | Sell |
6,466
-520
| -7% | -$17.7K | 0.04% | 214 |
|
|
2022
Q4 | $301K | Buy |
6,986
+1,532
| +28% | +$65.9K | 0.07% | 107 |
|
|
2022
Q3 | $237K | Sell |
5,454
-530
| -9% | -$23K | 0.06% | 142 |
|
|
2022
Q2 | $284K | Buy |
5,984
+118
| +2% | +$5.6K | 0.05% | 350 |
|
|
2022
Q1 | $333K | Sell |
5,866
-932
| -14% | -$52.9K | 0.05% | 361 |
|
|
2021
Q4 | $398K | Sell |
6,798
-2,138
| -24% | -$125K | 0.05% | 364 |
|
|
2021
Q3 | $524K | Buy |
8,936
+2,104
| +31% | +$123K | 0.08% | 247 |
|
|
2021
Q2 | $379K | Buy |
6,832
+162
| +2% | +$8.99K | 0.06% | 277 |
|
|
2021
Q1 | $389K | Buy |
6,670
+841
| +14% | +$49K | 0.08% | 192 |
|
|
2020
Q4 | $279K | Buy |
+5,829
| New | +$279K | 0.09% | 138 |
|