Security National Trust’s Truist Financial TFC Stock Holding History

Security National Trust’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$3.23M	Hold	58,155	–	–	0.75%	48
2021 Q2	$3.23M	Buy	58,155 +14,790	+34%	+$821K	0.72%	49
2021 Q1	$2.53M	Buy	43,365 +11,917	+38%	+$695K	0.59%	56
2020 Q4	$1.51M	Sell	31,448 -393	-1%	-$18.8K	0.37%	72
2020 Q3	$1.21M	Sell	31,841 -900	-3%	-$34.3K	0.34%	77
2020 Q2	$1.23M	Sell	32,741 -206	-0.6%	-$7.74K	0.37%	72
2020 Q1	$1.02M	Buy	32,947 +1,346	+4%	+$41.5K	0.37%	73
2019 Q4	$1.78M	Buy	31,601 +489	+2%	+$27.5K	0.52%	61
2019 Q3	$1.66M	Sell	31,112 -553	-2%	-$29.5K	0.52%	62
2019 Q2	$1.56M	Buy	31,665 +190	+0.6%	+$9.33K	0.49%	62
2019 Q1	$1.46M	Buy	31,475 +630	+2%	+$29.3K	0.47%	66
2018 Q4	$1.34M	Buy	30,845 +2,450	+9%	+$106K	0.5%	65
2018 Q3	$1.38M	Buy	28,395 +2,045	+8%	+$99.3K	0.43%	67
2018 Q2	$1.33M	Buy	26,350 +540	+2%	+$27.2K	0.44%	68
2018 Q1	$1.34M	Sell	25,810 -94	-0.4%	-$4.89K	0.45%	68
2017 Q4	$1.29M	Buy	25,904 +120	+0.5%	+$5.97K	0.42%	70
2017 Q3	$1.21M	Buy	25,784 +20	+0.1%	+$939	0.4%	74
2017 Q2	$1.17M	Buy	25,764 +1,245	+5%	+$56.5K	0.39%	73
2017 Q1	$1.1M	Buy	24,519 +6,282	+34%	+$281K	0.37%	74
2016 Q4	$857K	Buy	18,237 +4,830	+36%	+$227K	0.31%	82
2016 Q3	$506K	Sell	13,407 -53,154	-80%	-$2.01M	0.18%	105
2016 Q2	$2.37M	Buy	66,561 +13,562	+26%	+$483K	0.87%	37
2016 Q1	$1.76M	Sell	52,999 -200	-0.4%	-$6.65K	0.66%	45
2015 Q4	$2.01M	Sell	53,199 -1,303	-2%	-$49.3K	0.79%	39
2015 Q3	$1.94M	Buy	54,502 +49,001	+891%	+$1.74M	0.76%	42
2015 Q2	$222K	Sell	5,501 -419	-7%	-$16.9K	0.08%	176
2015 Q1	$230K	Hold	5,920	–	–	0.08%	174
2014 Q4	$230K	Buy	5,920 +55	+0.9%	+$2.14K	0.08%	168
2014 Q3	$219K	Sell	5,865 -550	-9%	-$20.5K	0.09%	166
2014 Q2	$253K	Buy	6,415 +200	+3%	+$7.89K	0.1%	161
2014 Q1	$250K	Hold	6,215	–	–	0.1%	157
2013 Q4	$231K	Buy	6,215 +400	+7%	+$14.9K	0.1%	155
2013 Q3	$196K	Sell	5,815 -600	-9%	-$20.2K	0.09%	164
2013 Q2	$217K	Buy	+6,415	New	+$217K	0.1%	147