SHFA
SC&H Financial Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
5,183
-150
| -3% | -$6.45K | 0.04% | 142 |
|
|
2025
Q1 | $219K | Hold |
5,333
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $231K | Hold |
5,333
| – | – | 0.05% | 140 |
|
|
2024
Q3 | $228K | Buy |
5,333
+150
| +3% | +$6.42K | 0.05% | 141 |
|
|
2024
Q2 | $201K | Hold |
5,183
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $202K | Buy |
+5,183
| New | +$202K | 0.05% | 143 |
|
|
2023
Q1 | – | Sell |
-5,183
| Closed | -$223K | – | 136 |
|
|
2022
Q4 | $223K | Hold |
5,183
| – | – | 0.09% | 120 |
|
|
2022
Q3 | $226K | Hold |
5,183
| – | – | 0.11% | 119 |
|
|
2022
Q2 | $246K | Hold |
5,183
| – | – | 0.11% | 125 |
|
|
2022
Q1 | $294K | Hold |
5,183
| – | – | 0.14% | 122 |
|
|
2021
Q4 | $303K | Buy |
+5,183
| New | +$303K | 0.17% | 120 |
|