Semmax Financial Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
95,398
+1,836
| +2% | +$80K | 1.07% | 37 |
|
|
2025
Q1 | $3.65M | Buy |
93,562
+6,890
| +8% | +$269K | 0.99% | 42 |
|
|
2024
Q4 | $4.03M | Buy |
86,672
+423
| +0.5% | +$19.7K | 1.07% | 35 |
|
|
2024
Q3 | $4.07M | Buy |
86,249
+2,081
| +2% | +$98.2K | 1.12% | 36 |
|
|
2024
Q2 | $3.55M | Buy |
84,168
+14,739
| +21% | +$622K | 1.07% | 40 |
|
|
2024
Q1 | $2.76M | Sell |
69,429
-8,302
| -11% | -$329K | 0.91% | 50 |
|
|
2023
Q4 | $2.76M | Sell |
77,731
-17,409
| -18% | -$617K | 1% | 44 |
|
|
2023
Q3 | $2.84M | Buy |
+95,140
| New | +$2.84M | 1.14% | 36 |
|
|
2022
Q4 | $3.96M | Buy |
83,902
+32,905
| +65% | +$1.55M | 1.58% | 31 |
|
|
2022
Q3 | $2.24M | Buy |
50,997
+2,794
| +6% | +$123K | 0.95% | 37 |
|
|
2022
Q2 | $2.45M | Buy |
48,203
+6,509
| +16% | +$331K | 1% | 41 |
|
|
2022
Q1 | $2.36M | Buy |
41,694
+3,078
| +8% | +$175K | 0.93% | 44 |
|
|
2021
Q4 | $2.26M | Sell |
38,616
-4,447
| -10% | -$260K | 0.84% | 51 |
|
|
2021
Q3 | $2.53M | Sell |
43,063
-3,328
| -7% | -$195K | 0.87% | 52 |
|
|
2021
Q2 | $2.58M | Buy |
46,391
+1,891
| +4% | +$105K | 0.82% | 50 |
|
|
2021
Q1 | $2.6M | Sell |
44,500
-869
| -2% | -$50.7K | 0.92% | 45 |
|
|
2020
Q4 | $2.18M | Sell |
45,369
-1,424
| -3% | -$68.3K | 0.9% | 46 |
|
|
2020
Q3 | $1.78M | Buy |
46,793
+1,352
| +3% | +$51.4K | 0.85% | 50 |
|
|
2020
Q2 | $1.71M | Buy |
45,441
+478
| +1% | +$17.9K | 0.89% | 45 |
|
|
2020
Q1 | $1.39M | Buy |
44,963
+7,019
| +18% | +$217K | 0.88% | 39 |
|
|
2019
Q4 | $2.14M | Buy |
37,944
+3,033
| +9% | +$171K | 1.18% | 31 |
|
|
2019
Q3 | $1.86M | Buy |
34,911
+5,580
| +19% | +$298K | 1.12% | 32 |
|
|
2019
Q2 | $1.44M | Buy |
29,331
+13,651
| +87% | +$671K | 0.93% | 36 |
|
|
2019
Q1 | $730K | Buy |
15,680
+7,689
| +96% | +$358K | 0.5% | 54 |
|
|
2018
Q4 | $346K | Buy |
+7,991
| New | +$346K | 0.27% | 83 |
|