SSWM
Sheets Smith Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
18,089
+13
| +0.1% | +$559 | 0.09% | 208 |
|
|
2025
Q1 | $744K | Buy |
18,076
+11
| +0.1% | +$453 | 0.09% | 195 |
|
|
2024
Q4 | $784K | Buy |
18,065
+10
| +0.1% | +$434 | 0.1% | 185 |
|
|
2024
Q3 | $772K | Sell |
18,055
-34
| -0.2% | -$1.45K | 0.09% | 182 |
|
|
2024
Q2 | $703K | Sell |
18,089
-68
| -0.4% | -$2.64K | 0.08% | 192 |
|
|
2024
Q1 | $708K | Buy |
18,157
+180
| +1% | +$7.02K | 0.08% | 196 |
|
|
2023
Q4 | $664K | Sell |
17,977
-4,777
| -21% | -$176K | 0.09% | 177 |
|
|
2023
Q3 | $651K | Sell |
22,754
-1,525
| -6% | -$43.6K | 0.1% | 173 |
|
|
2023
Q2 | $737K | Sell |
24,279
-161
| -0.7% | -$4.89K | 0.11% | 166 |
|
|
2023
Q1 | $833K | Buy |
24,440
+3,009
| +14% | +$103K | 0.13% | 147 |
|
|
2022
Q4 | $922K | Sell |
21,431
-63
| -0.3% | -$2.71K | 0.14% | 137 |
|
|
2022
Q3 | $936K | Buy |
21,494
+1,960
| +10% | +$85.4K | 0.16% | 134 |
|
|
2022
Q2 | $926K | Sell |
19,534
-477
| -2% | -$22.6K | 0.15% | 139 |
|
|
2022
Q1 | $1.14M | Buy |
20,011
+262
| +1% | +$14.9K | 0.16% | 130 |
|
|
2021
Q4 | $1.16M | Buy |
19,749
+93
| +0.5% | +$5.44K | 0.14% | 139 |
|
|
2021
Q3 | $1.15M | Buy |
19,656
+369
| +2% | +$21.6K | 0.16% | 134 |
|
|
2021
Q2 | $1.07M | Buy |
19,287
+794
| +4% | +$44K | 0.14% | 143 |
|
|
2021
Q1 | $1.08M | Sell |
18,493
-3,667
| -17% | -$214K | 0.16% | 136 |
|
|
2020
Q4 | $1.06M | Buy |
22,160
+18
| +0.1% | +$863 | 0.16% | 130 |
|
|
2020
Q3 | $842K | Sell |
22,142
-1,326
| -6% | -$50.4K | 0.15% | 130 |
|
|
2020
Q2 | $881K | Buy |
23,468
+4,982
| +27% | +$187K | 0.18% | 114 |
|
|
2020
Q1 | $570K | Sell |
18,486
-80,647
| -81% | -$2.49M | 0.12% | 147 |
|
|
2019
Q4 | $5.58M | Buy |
99,133
+2,655
| +3% | +$150K | 1.07% | 20 |
|
|
2019
Q3 | $5.15M | Buy |
96,478
+36,243
| +60% | +$1.93M | 1.06% | 23 |
|
|
2019
Q2 | $2.96M | Buy |
60,235
+8,576
| +17% | +$421K | 0.61% | 43 |
|
|
2019
Q1 | $2.4M | Buy |
51,659
+31,277
| +153% | +$1.46M | 0.52% | 52 |
|
|
2018
Q4 | $883K | Buy |
20,382
+538
| +3% | +$23.3K | 0.24% | 109 |
|
|
2018
Q3 | $963K | Sell |
19,844
-627
| -3% | -$30.4K | 0.2% | 127 |
|
|
2018
Q2 | $1.03M | Sell |
20,471
-793
| -4% | -$40K | 0.24% | 101 |
|
|
2018
Q1 | $1.11M | Buy |
21,264
+1,797
| +9% | +$93.6K | 0.27% | 101 |
|
|
2017
Q4 | $968K | Buy |
19,467
+744
| +4% | +$37K | 0.23% | 120 |
|
|
2017
Q3 | $879K | Sell |
18,723
-499
| -3% | -$23.4K | 0.22% | 124 |
|
|
2017
Q2 | $873K | Buy |
19,222
+5,158
| +37% | +$234K | 0.23% | 122 |
|
|
2017
Q1 | $629K | Buy |
14,064
+554
| +4% | +$24.8K | 0.17% | 159 |
|
|
2016
Q4 | $635K | Buy |
13,510
+56
| +0.4% | +$2.63K | 0.18% | 155 |
|
|
2016
Q3 | $508K | Buy |
13,454
+4,570
| +51% | +$173K | 0.14% | 179 |
|
|
2016
Q2 | $316K | Sell |
8,884
-371
| -4% | -$13.2K | 0.09% | 195 |
|
|
2016
Q1 | $308K | Buy |
9,255
+1,117
| +14% | +$37.2K | 0.09% | 179 |
|
|
2015
Q4 | $308K | Buy |
8,138
+1,516
| +23% | +$57.4K | 0.09% | 179 |
|
|
2015
Q3 | $236K | Buy |
6,622
+161
| +2% | +$5.74K | 0.08% | 186 |
|
|
2015
Q2 | $260K | Buy |
6,461
+19
| +0.3% | +$765 | 0.07% | 207 |
|
|
2015
Q1 | $251K | Buy |
6,442
+18
| +0.3% | +$701 | 0.07% | 206 |
|
|
2014
Q4 | $250K | Buy |
6,424
+18
| +0.3% | +$700 | 0.07% | 214 |
|
|
2014
Q3 | $238K | Sell |
6,406
-83
| -1% | -$3.08K | 0.06% | 211 |
|
|
2014
Q2 | $256K | Buy |
6,489
+17
| +0.3% | +$671 | 0.07% | 218 |
|
|
2014
Q1 | $260K | Sell |
6,472
-1,034
| -14% | -$41.5K | 0.07% | 204 |
|
|
2013
Q4 | $280K | Sell |
7,506
-287
| -4% | -$10.7K | 0.08% | 218 |
|
|
2013
Q3 | $263K | Buy |
7,793
+1,709
| +28% | +$57.7K | 0.09% | 206 |
|
|
2013
Q2 | $206K | Buy |
+6,084
| New | +$206K | 0.07% | 212 |
|