SWM
SeaCrest Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
48,953
+722
| +1% | +$31K | 0.23% | 81 |
|
|
2025
Q1 | $1.98M | Buy |
48,231
+1,057
| +2% | +$43.5K | 0.22% | 79 |
|
|
2024
Q4 | $2.05M | Sell |
47,174
-553
| -1% | -$24K | 0.22% | 83 |
|
|
2024
Q3 | $2.04M | Sell |
47,727
-466
| -1% | -$19.9K | 0.22% | 84 |
|
|
2024
Q2 | $1.87M | Buy |
48,193
+232
| +0.5% | +$9.01K | 0.21% | 87 |
|
|
2024
Q1 | $1.87M | Sell |
47,961
-750
| -2% | -$29.2K | 0.23% | 84 |
|
|
2023
Q4 | $1.83M | Sell |
48,711
-718
| -1% | -$27K | 0.23% | 89 |
|
|
2023
Q3 | $1.41M | Buy |
49,429
+1,023
| +2% | +$29.3K | 0.18% | 110 |
|
|
2023
Q2 | $1.47M | Buy |
48,406
+14,320
| +42% | +$435K | 0.19% | 111 |
|
|
2023
Q1 | $1.16M | Buy |
34,086
+1,606
| +5% | +$54.8K | 0.16% | 137 |
|
|
2022
Q4 | $1.4M | Buy |
32,480
+9
| +0% | +$387 | 0.2% | 109 |
|
|
2022
Q3 | $1.41M | Sell |
32,471
-676
| -2% | -$29.4K | 0.21% | 95 |
|
|
2022
Q2 | $1.57M | Buy |
33,147
+1,566
| +5% | +$74.3K | 0.2% | 93 |
|
|
2022
Q1 | $1.79M | Buy |
31,581
+212
| +0.7% | +$12K | 0.21% | 98 |
|
|
2021
Q4 | $1.84M | Buy |
31,369
+362
| +1% | +$21.2K | 0.2% | 95 |
|
|
2021
Q3 | $1.82M | Sell |
31,007
-476
| -2% | -$27.9K | 0.22% | 93 |
|
|
2021
Q2 | $1.75M | Buy |
31,483
+1,095
| +4% | +$60.8K | 0.21% | 96 |
|
|
2021
Q1 | $1.77M | Buy |
30,388
+1,360
| +5% | +$79.3K | 0.23% | 89 |
|
|
2020
Q4 | $1.39M | Sell |
29,028
-1,695
| -6% | -$81.2K | 0.2% | 110 |
|
|
2020
Q3 | $1.17M | Sell |
30,723
-748
| -2% | -$28.5K | 0.19% | 114 |
|
|
2020
Q2 | $1.18M | Sell |
31,471
-462
| -1% | -$17.4K | 0.2% | 105 |
|
|
2020
Q1 | $985K | Sell |
31,933
-1,337
| -4% | -$41.2K | 0.21% | 103 |
|
|
2019
Q4 | $1.87M | Buy |
33,270
+24,411
| +276% | +$1.37M | 0.31% | 73 |
|
|
2019
Q3 | $473K | Buy |
8,859
+1,265
| +17% | +$67.5K | 0.09% | 272 |
|
|
2019
Q2 | $373K | Sell |
7,594
-515
| -6% | -$25.3K | 0.08% | 325 |
|
|
2019
Q1 | $377K | Sell |
8,109
-440
| -5% | -$20.5K | 0.06% | 302 |
|
|
2018
Q4 | $370K | Sell |
8,549
-851
| -9% | -$36.8K | 0.08% | 272 |
|
|
2018
Q3 | $456K | Buy |
9,400
+346
| +4% | +$16.8K | 0.08% | 280 |
|
|
2018
Q2 | $457K | Sell |
9,054
-155
| -2% | -$7.82K | 0.08% | 271 |
|
|
2018
Q1 | $479K | Buy |
9,209
+3,691
| +67% | +$192K | 0.09% | 251 |
|
|
2017
Q4 | $274K | Buy |
+5,518
| New | +$274K | 0.05% | 398 |
|