Sage Mountain Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $398K | Sell |
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|
2021
Q3 | $524K | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $279K | Buy |
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