Sheets Smith Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $826K | Sell |
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2025
Q2 | $778K | Buy |
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2025
Q1 | $744K | Buy |
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2024
Q4 | $784K | Buy |
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2024
Q3 | $772K | Sell |
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2024
Q2 | $703K | Sell |
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2024
Q1 | $708K | Buy |
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2023
Q4 | $664K | Sell |
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2023
Q3 | $651K | Sell |
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2023
Q2 | $737K | Sell |
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2023
Q1 | $833K | Buy |
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2022
Q4 | $922K | Sell |
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2022
Q3 | $936K | Buy |
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2022
Q2 | $926K | Sell |
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2022
Q1 | $1.14M | Buy |
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2021
Q4 | $1.16M | Buy |
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2021
Q3 | $1.15M | Buy |
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2021
Q2 | $1.07M | Buy |
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2021
Q1 | $1.08M | Sell |
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2020
Q4 | $1.06M | Buy |
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2020
Q3 | $842K | Sell |
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2020
Q2 | $881K | Buy |
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2020
Q1 | $570K | Sell |
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2019
Q4 | $5.58M | Buy |
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2019
Q3 | $5.15M | Buy |
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2019
Q2 | $2.96M | Buy |
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2019
Q1 | $2.4M | Buy |
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2018
Q4 | $883K | Buy |
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2018
Q3 | $963K | Sell |
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2018
Q2 | $1.03M | Sell |
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2018
Q1 | $1.11M | Buy |
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2017
Q4 | $968K | Buy |
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2017
Q3 | $879K | Sell |
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2017
Q2 | $873K | Buy |
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2017
Q1 | $629K | Buy |
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2016
Q4 | $635K | Buy |
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2016
Q3 | $508K | Buy |
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2016
Q2 | $316K | Sell |
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2016
Q1 | $308K | Buy |
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2015
Q4 | $308K | Buy |
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2015
Q3 | $236K | Buy |
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2015
Q2 | $260K | Buy |
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2015
Q1 | $251K | Buy |
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2014
Q4 | $250K | Buy |
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2014
Q3 | $238K | Sell |
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2014
Q2 | $256K | Buy |
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2014
Q1 | $260K | Sell |
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2013
Q4 | $280K | Sell |
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2013
Q3 | $263K | Buy |
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2013
Q2 | $206K | Buy |
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