SWM
Selective Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
7,370
+75
| +1% | +$3.39K | 0.12% | 78 |
|
|
2025
Q1 | $258K | Sell |
7,295
-1,250
| -15% | -$44.2K | 0.11% | 83 |
|
|
2024
Q4 | $375K | Hold |
8,545
| – | – | 0.15% | 65 |
|
|
2024
Q3 | $360K | Hold |
8,545
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $332K | Hold |
8,545
| – | – | 0.15% | 75 |
|
|
2024
Q1 | $320K | Buy |
8,545
+1,250
| +17% | +$46.9K | 0.14% | 77 |
|
|
2023
Q4 | $270K | Sell |
7,295
-753
| -9% | -$27.8K | 0.14% | 71 |
|
|
2023
Q3 | $219K | Sell |
8,048
-367
| -4% | -$9.97K | 0.12% | 77 |
|
|
2023
Q2 | $271K | Buy |
+8,415
| New | +$271K | 0.14% | 84 |
|
|
2022
Q4 | $403K | Sell |
8,415
-11,340
| -57% | -$543K | 0.21% | 66 |
|
|
2022
Q3 | $860K | Buy |
19,755
+31
| +0.2% | +$1.35K | 0.37% | 39 |
|
|
2022
Q2 | $936K | Hold |
19,724
| – | – | 0.33% | 43 |
|
|
2022
Q1 | $1.12M | Sell |
19,724
-893
| -4% | -$50.6K | 0.41% | 35 |
|
|
2021
Q4 | $1.21M | Sell |
20,617
-100
| -0.5% | -$5.85K | 0.49% | 31 |
|
|
2021
Q3 | $1.22M | Sell |
20,717
-122
| -0.6% | -$7.16K | 0.64% | 27 |
|
|
2021
Q2 | $1.16M | Sell |
20,839
-94
| -0.4% | -$5.22K | 0.92% | 21 |
|
|
2021
Q1 | $1.22M | Buy |
20,933
+6,000
| +40% | +$350K | 1.11% | 20 |
|
|
2020
Q4 | $716K | Buy |
14,933
+1,800
| +14% | +$86.3K | 0.46% | 30 |
|
|
2020
Q3 | $500K | Sell |
13,133
-350
| -3% | -$13.3K | 0.39% | 29 |
|
|
2020
Q2 | $506K | Buy |
13,483
+9,784
| +265% | +$367K | 0.42% | 30 |
|
|
2020
Q1 | $114K | Buy |
3,699
+520
| +16% | +$16K | 0.18% | 37 |
|
|
2019
Q4 | $179K | Buy |
3,179
+1,400
| +79% | +$78.8K | 0.22% | 31 |
|
|
2019
Q3 | $95K | Buy |
+1,779
| New | +$95K | 0.13% | 56 |
|
|
2018
Q3 | $86K | Buy |
+1,779
| New | +$86K | 1.03% | 25 |
|