SBIA
Sheaff Brock Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.94M | Sell |
192,888
-7,307
| -4% | -$301K | 0.73% | 37 |
|
|
2024
Q4 | $8.68M | Sell |
200,195
-3,042
| -1% | -$132K | 0.76% | 30 |
|
|
2024
Q3 | $8.69M | Buy |
203,237
+4,518
| +2% | +$193K | 0.76% | 31 |
|
|
2024
Q2 | $7.72M | Sell |
198,719
-32,513
| -14% | -$1.26M | 0.72% | 36 |
|
|
2024
Q1 | $9.01M | Buy |
231,232
+207,203
| +862% | +$8.08M | 0.57% | 29 |
|
|
2023
Q4 | $887K | Sell |
24,029
-100
| -0.4% | -$3.69K | 0.07% | 192 |
|
|
2023
Q3 | $690K | Hold |
24,129
| – | – | 0.06% | 200 |
|
|
2023
Q2 | $732K | Sell |
24,129
-200
| -0.8% | -$6.07K | 0.06% | 204 |
|
|
2023
Q1 | $830K | Sell |
24,329
-800
| -3% | -$27.3K | 0.08% | 192 |
|
|
2022
Q4 | $1.08M | Buy |
25,129
+1,642
| +7% | +$70.7K | 0.11% | 154 |
|
|
2022
Q3 | $1.02M | Hold |
23,487
| – | – | 0.11% | 149 |
|
|
2022
Q2 | $1.11M | Buy |
23,487
+100
| +0.4% | +$4.74K | 0.09% | 141 |
|
|
2022
Q1 | $1.33M | Buy |
23,387
+170
| +0.7% | +$9.64K | 0.09% | 144 |
|
|
2021
Q4 | $1.36M | Buy |
23,217
+179
| +0.8% | +$10.5K | 0.09% | 145 |
|
|
2021
Q3 | $1.35M | Buy |
23,038
+221
| +1% | +$13K | 0.1% | 143 |
|
|
2021
Q2 | $1.27M | Hold |
22,817
| – | – | 0.09% | 140 |
|
|
2021
Q1 | $1.33M | Sell |
22,817
-2,065
| -8% | -$120K | 0.1% | 124 |
|
|
2020
Q4 | $1.19M | Sell |
24,882
-117
| -0.5% | -$5.61K | 0.1% | 130 |
|
|
2020
Q3 | $951K | Buy |
24,999
+117
| +0.5% | +$4.45K | 0.09% | 136 |
|
|
2020
Q2 | $934K | Hold |
24,882
| – | – | 0.09% | 131 |
|
|
2020
Q1 | $767K | Sell |
24,882
-100
| -0.4% | -$3.08K | 0.1% | 124 |
|
|
2019
Q4 | $1.41M | Buy |
24,982
+146
| +0.6% | +$8.22K | 0.14% | 98 |
|
|
2019
Q3 | $1.33M | Buy |
24,836
+584
| +2% | +$31.2K | 0.14% | 105 |
|
|
2019
Q2 | $1.19M | Buy |
24,252
+187
| +0.8% | +$9.18K | 0.13% | 111 |
|
|
2019
Q1 | $1.12M | Buy |
24,065
+177
| +0.7% | +$8.24K | 0.14% | 117 |
|
|
2018
Q4 | $1.04M | Sell |
23,888
-1,086
| -4% | -$47.1K | 0.16% | 110 |
|
|
2018
Q3 | $1.21M | Sell |
24,974
-4
| -0% | -$194 | 0.11% | 117 |
|
|
2018
Q2 | $1.26M | Buy |
24,978
+786
| +3% | +$39.6K | 0.12% | 109 |
|
|
2018
Q1 | $1.26M | Sell |
24,192
-15
| -0.1% | -$781 | 0.13% | 113 |
|
|
2017
Q4 | $1.2M | Buy |
24,207
+251
| +1% | +$12.5K | 0.16% | 127 |
|
|
2017
Q3 | $1.13M | Sell |
23,956
-241
| -1% | -$11.3K | 0.15% | 128 |
|
|
2017
Q2 | $1.1M | Sell |
24,197
-345
| -1% | -$15.7K | 0.14% | 140 |
|
|
2017
Q1 | $1.1M | Buy |
24,542
+3
| +0% | +$134 | 0.14% | 133 |
|
|
2016
Q4 | $1.15M | Buy |
24,539
+1,636
| +7% | +$76.9K | 0.15% | 135 |
|
|
2016
Q3 | $864K | Sell |
22,903
-496
| -2% | -$18.7K | 0.12% | 183 |
|
|
2016
Q2 | $833K | Sell |
23,399
-42
| -0.2% | -$1.5K | 0.11% | 196 |
|
|
2016
Q1 | $780K | Sell |
23,441
-761
| -3% | -$25.3K | 0.1% | 207 |
|
|
2015
Q4 | $915K | Buy |
+24,202
| New | +$915K | 0.1% | 194 |
|