SAG
SageView Advisory Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
9,347
+2,110
| +29% | +$95.1K | 0.02% | 410 |
|
|
2025
Q1 | $298K | Buy |
7,237
+1,709
| +31% | +$70.3K | 0.01% | 471 |
|
|
2024
Q4 | $240K | Buy |
+5,528
| New | +$240K | 0.01% | 519 |
|
|
2023
Q1 | – | Sell |
-6,797
| Closed | -$292K | – | 487 |
|
|
2022
Q4 | $292K | Buy |
+6,797
| New | +$292K | 0.02% | 327 |
|