SFA
Sequoia Financial Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
40,827
+2,494
| +7% | +$107K | 0.01% | 500 |
|
|
2025
Q1 | $1.58M | Buy |
38,333
+3,236
| +9% | +$133K | 0.01% | 488 |
|
|
2024
Q4 | $1.52M | Buy |
35,097
+616
| +2% | +$26.7K | 0.01% | 472 |
|
|
2024
Q3 | $1.47M | Sell |
34,481
-1,534
| -4% | -$65.6K | 0.02% | 449 |
|
|
2024
Q2 | $1.4M | Buy |
36,015
+1,421
| +4% | +$55.2K | 0.02% | 411 |
|
|
2024
Q1 | $1.35M | Sell |
34,594
-9,173
| -21% | -$358K | 0.02% | 409 |
|
|
2023
Q4 | $1.62M | Buy |
43,767
+10,334
| +31% | +$382K | 0.02% | 407 |
|
|
2023
Q3 | $957K | Sell |
33,433
-7,948
| -19% | -$227K | 0.02% | 348 |
|
|
2023
Q2 | $1.26M | Buy |
41,381
+2,856
| +7% | +$86.7K | 0.02% | 310 |
|
|
2023
Q1 | $1.31M | Sell |
38,525
-6,957
| -15% | -$237K | 0.03% | 271 |
|
|
2022
Q4 | $1.96M | Buy |
45,482
+5,322
| +13% | +$229K | 0.05% | 206 |
|
|
2022
Q3 | $1.75M | Sell |
40,160
-7,003
| -15% | -$305K | 0.06% | 163 |
|
|
2022
Q2 | $2.24M | Sell |
47,163
-79,249
| -63% | -$3.76M | 0.06% | 162 |
|
|
2022
Q1 | $7.17M | Buy |
126,412
+20,197
| +19% | +$1.15M | 0.18% | 102 |
|
|
2021
Q4 | $6.22M | Buy |
106,215
+96,900
| +1,040% | +$5.67M | 0.17% | 104 |
|
|
2021
Q3 | $546K | Sell |
9,315
-50,138
| -84% | -$2.94M | 0.06% | 146 |
|
|
2021
Q2 | $3.3M | Buy |
59,453
+12,104
| +26% | +$672K | 0.12% | 111 |
|
|
2021
Q1 | $2.76M | Buy |
47,349
+37,705
| +391% | +$2.2M | 0.12% | 108 |
|
|
2020
Q4 | $462K | Buy |
9,644
+1,002
| +12% | +$48K | 0.02% | 258 |
|
|
2020
Q3 | $329K | Sell |
8,642
-2,563
| -23% | -$97.6K | 0.02% | 283 |
|
|
2020
Q2 | $421K | Buy |
11,205
+608
| +6% | +$22.8K | 0.02% | 240 |
|
|
2020
Q1 | $327K | Sell |
10,597
-3,068
| -22% | -$94.7K | 0.02% | 256 |
|
|
2019
Q4 | $770K | Buy |
13,665
+3,861
| +39% | +$218K | 0.05% | 167 |
|
|
2019
Q3 | $523K | Sell |
9,804
-122
| -1% | -$6.51K | 0.04% | 192 |
|
|
2019
Q2 | $488K | Sell |
9,926
-15
| -0.2% | -$737 | 0.04% | 192 |
|
|
2019
Q1 | $463K | Sell |
9,941
-10
| -0.1% | -$466 | 0.04% | 195 |
|
|
2018
Q4 | $431K | Buy |
9,951
+867
| +10% | +$37.6K | 0.05% | 156 |
|
|
2018
Q3 | $441K | Sell |
9,084
-9
| -0.1% | -$437 | 0.04% | 173 |
|
|
2018
Q2 | $459K | Sell |
9,093
-383
| -4% | -$19.3K | 0.05% | 168 |
|
|
2018
Q1 | $493K | Buy |
9,476
+229
| +2% | +$11.9K | 0.05% | 162 |
|
|
2017
Q4 | $460K | Sell |
9,247
-193
| -2% | -$9.6K | 0.05% | 175 |
|
|
2017
Q3 | $443K | Buy |
9,440
+1,244
| +15% | +$58.4K | 0.05% | 165 |
|
|
2017
Q2 | $372K | Hold |
8,196
| – | – | 0.05% | 176 |
|
|
2017
Q1 | $366K | Buy |
8,196
+617
| +8% | +$27.6K | 0.05% | 169 |
|
|
2016
Q4 | $356K | Buy |
+7,579
| New | +$356K | 0.05% | 170 |
|