SeaBridge Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,559
| Closed | -$565K | – | 127 |
|
|
2023
Q1 | $565K | Sell |
16,559
-430
| -3% | -$14.7K | 0.2% | 106 |
|
|
2022
Q4 | $731K | Sell |
16,989
-15
| -0.1% | -$645 | 0.26% | 98 |
|
|
2022
Q3 | $740K | Buy |
17,004
+750
| +5% | +$32.6K | 0.26% | 99 |
|
|
2022
Q2 | $771K | Sell |
16,254
-642
| -4% | -$30.5K | 0.25% | 98 |
|
|
2022
Q1 | $958K | Buy |
16,896
+377
| +2% | +$21.4K | 0.29% | 103 |
|
|
2021
Q4 | $967K | Sell |
16,519
-1,527
| -8% | -$89.4K | 0.31% | 98 |
|
|
2021
Q3 | $1.06M | Buy |
18,046
+221
| +1% | +$13K | 0.35% | 99 |
|
|
2021
Q2 | $989K | Buy |
17,825
+14
| +0.1% | +$777 | 0.32% | 100 |
|
|
2021
Q1 | $1.04M | Buy |
17,811
+110
| +0.6% | +$6.42K | 0.34% | 99 |
|
|
2020
Q4 | $848K | Buy |
+17,701
| New | +$848K | 0.31% | 99 |
|