SWM
Sculati Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Hold |
11,659
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $480K | Hold |
11,659
| – | – | 0.19% | 75 |
|
|
2024
Q4 | $506K | Hold |
11,659
| – | – | 0.2% | 74 |
|
|
2024
Q3 | $499K | Hold |
11,659
| – | – | 0.2% | 76 |
|
|
2024
Q2 | $453K | Hold |
11,659
| – | – | 0.19% | 76 |
|
|
2024
Q1 | $454K | Hold |
11,659
| – | – | 0.2% | 79 |
|
|
2023
Q4 | $430K | Hold |
11,659
| – | – | 0.2% | 76 |
|
|
2023
Q3 | $334K | Hold |
11,659
| – | – | 0.17% | 81 |
|
|
2023
Q2 | $354K | Hold |
11,659
| – | – | 0.18% | 83 |
|
|
2023
Q1 | $398K | Hold |
11,659
| – | – | 0.21% | 80 |
|
|
2022
Q4 | $502K | Hold |
11,659
| – | – | 0.28% | 75 |
|
|
2022
Q3 | $508K | Hold |
11,659
| – | – | 0.3% | 78 |
|
|
2022
Q2 | $553K | Hold |
11,659
| – | – | 0.32% | 78 |
|
|
2022
Q1 | $661K | Hold |
11,659
| – | – | 0.32% | 76 |
|
|
2021
Q4 | $683K | Hold |
11,659
| – | – | 0.33% | 80 |
|
|
2021
Q3 | $684K | Hold |
11,659
| – | – | 0.36% | 77 |
|
|
2021
Q2 | $647K | Hold |
11,659
| – | – | 0.34% | 79 |
|
|
2021
Q1 | $680K | Hold |
11,659
| – | – | 0.39% | 73 |
|
|
2020
Q4 | $559K | Hold |
11,659
| – | – | 0.37% | 66 |
|
|
2020
Q3 | $444K | Hold |
11,659
| – | – | 0.33% | 71 |
|
|
2020
Q2 | $438K | Hold |
11,659
| – | – | 0.37% | 62 |
|
|
2020
Q1 | $360K | Hold |
11,659
| – | – | 0.4% | 61 |
|
|
2019
Q4 | $657K | Buy |
+11,659
| New | +$657K | 0.59% | 53 |
|