SM
Salzhauer Michael’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
57,327
-15,057
| -21% | -$647K | 1.44% | 17 |
|
|
2025
Q1 | $2.98M | Buy |
72,384
+142
| +0.2% | +$5.84K | 1.82% | 12 |
|
|
2024
Q4 | $3.13M | Buy |
72,242
+70
| +0.1% | +$3.04K | 1.6% | 14 |
|
|
2024
Q3 | $3.09M | Hold |
72,172
| – | – | 1.89% | 11 |
|
|
2024
Q2 | $2.8M | Buy |
72,172
+41,672
| +137% | +$1.62M | 2.18% | 10 |
|
|
2024
Q1 | $1.19M | Hold |
30,500
| – | – | 0.91% | 22 |
|
|
2023
Q4 | $1.13M | Sell |
30,500
-5,063
| -14% | -$187K | 0.96% | 22 |
|
|
2023
Q3 | $1.02M | Sell |
35,563
-2,574
| -7% | -$73.6K | 1.08% | 19 |
|
|
2023
Q2 | $1.16M | Sell |
38,137
-1,500
| -4% | -$45.5K | 1.21% | 17 |
|
|
2023
Q1 | $1.35M | Hold |
39,637
| – | – | 1.19% | 18 |
|
|
2022
Q4 | $1.71M | Hold |
39,637
| – | – | 1% | 20 |
|
|
2022
Q3 | $1.73M | Hold |
39,637
| – | – | 1.06% | 20 |
|
|
2022
Q2 | $1.88M | Sell |
39,637
-11,200
| -22% | -$531K | 1.13% | 20 |
|
|
2022
Q1 | $2.33M | Buy |
50,837
+5,000
| +11% | +$229K | 1.03% | 22 |
|
|
2021
Q4 | $2.41M | Buy |
45,837
+6,200
| +16% | +$326K | 0.91% | 21 |
|
|
2021
Q3 | $2.33M | Sell |
39,637
-353
| -0.9% | -$20.7K | 0.95% | 19 |
|
|
2021
Q2 | $2.22M | Hold |
39,990
| – | – | 0.97% | 19 |
|
|
2021
Q1 | $2.33M | Sell |
39,990
-200
| -0.5% | -$11.7K | 1.2% | 15 |
|
|
2020
Q4 | $1.93M | Sell |
40,190
-67
| -0.2% | -$3.21K | 1.37% | 19 |
|
|
2020
Q3 | $1.53M | Hold |
40,257
| – | – | 1.71% | 13 |
|
|
2020
Q2 | $1.51M | Buy |
40,257
+4,969
| +14% | +$187K | 1.98% | 14 |
|
|
2020
Q1 | $1.12M | Sell |
35,288
-77,275
| -69% | -$2.45M | 1.9% | 15 |
|
|
2019
Q4 | $6.34M | Buy |
112,563
+54,286
| +93% | +$3.06M | 2.89% | 8 |
|
|
2019
Q3 | $3.11M | Hold |
58,277
| – | – | 1.62% | 16 |
|
|
2019
Q2 | $2.86M | Hold |
58,277
| – | – | 1.31% | 18 |
|
|
2019
Q1 | $2.71M | Hold |
58,277
| – | – | 1.33% | 17 |
|
|
2018
Q4 | $2.53M | Sell |
58,277
-9,988
| -15% | -$433K | 1.39% | 15 |
|
|
2018
Q3 | $3.3M | Buy |
68,265
+5,000
| +8% | +$242K | 1.26% | 17 |
|
|
2018
Q2 | $3.19M | Hold |
63,265
| – | – | 1.17% | 19 |
|
|
2018
Q1 | $3.29M | Hold |
63,265
| – | – | 1.22% | 18 |
|
|
2017
Q4 | $3.15M | Sell |
63,265
-239
| -0.4% | -$11.9K | 1.24% | 19 |
|
|
2017
Q3 | $2.98M | Buy |
63,504
+5
| +0% | +$235 | 1.28% | 19 |
|
|
2017
Q2 | $2.88M | Hold |
63,499
| – | – | 1.31% | 18 |
|
|
2017
Q1 | $2.84M | Sell |
63,499
-2,137
| -3% | -$95.5K | 1.36% | 18 |
|
|
2016
Q4 | $3.09M | Hold |
65,636
| – | – | 1.52% | 16 |
|
|
2016
Q3 | $2.48M | Sell |
65,636
-10,270
| -14% | -$387K | 1.78% | 14 |
|
|
2016
Q2 | $2.7M | Hold |
75,906
| – | – | 2.18% | 10 |
|
|
2016
Q1 | $2.53M | Buy |
75,906
+3,237
| +4% | +$108K | 2.13% | 10 |
|
|
2015
Q4 | $2.75M | Sell |
72,669
-3,537
| -5% | -$134K | 2.04% | 10 |
|
|
2015
Q3 | $2.71M | Buy |
76,206
+7,816
| +11% | +$278K | 2.22% | 10 |
|
|
2015
Q2 | $2.76M | Sell |
68,390
-100
| -0.1% | -$4.03K | 2.09% | 9 |
|
|
2015
Q1 | $2.67M | Buy |
68,490
+5,749
| +9% | +$224K | 2.44% | 9 |
|
|
2014
Q4 | $2.44M | Buy |
62,741
+162
| +0.3% | +$6.3K | 2.05% | 10 |
|
|
2014
Q3 | $2.33M | Hold |
62,579
| – | – | 2.13% | 9 |
|
|
2014
Q2 | $2.47M | Sell |
62,579
-77
| -0.1% | -$3.04K | 2.31% | 8 |
|
|
2014
Q1 | $2.52M | Hold |
62,656
| – | – | 2.4% | 8 |
|
|
2013
Q4 | $2.34M | Buy |
+62,656
| New | +$2.34M | 2.31% | 7 |
|