SWMG
Signature Wealth Management Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
88,973
-545
| -0.6% | -$23.4K | 1.51% | 28 |
|
|
2025
Q1 | $3.68M | Buy |
89,518
+1,362
| +2% | +$56K | 1.44% | 29 |
|
|
2024
Q4 | $3.82M | Buy |
88,156
+735
| +0.8% | +$31.9K | 1.54% | 27 |
|
|
2024
Q3 | $3.74M | Sell |
87,421
-519
| -0.6% | -$22.2K | 1.5% | 30 |
|
|
2024
Q2 | $3.42M | Buy |
87,940
+992
| +1% | +$38.5K | 1.5% | 29 |
|
|
2024
Q1 | $3.2M | Buy |
86,948
+4,879
| +6% | +$180K | 1.46% | 32 |
|
|
2023
Q4 | $3.03M | Buy |
+82,069
| New | +$3.03M | 1.4% | 32 |
|
|
2023
Q2 | $2.36M | Buy |
77,682
+3,345
| +4% | +$102K | 1.1% | 39 |
|
|
2023
Q1 | $2.53M | Buy |
74,337
+758
| +1% | +$25.8K | 1.2% | 36 |
|
|
2022
Q4 | $3.17M | Buy |
73,579
+364
| +0.5% | +$15.7K | 1.55% | 31 |
|
|
2022
Q3 | $3.19M | Buy |
73,215
+2,309
| +3% | +$101K | 1.62% | 29 |
|
|
2022
Q2 | $3.36M | Buy |
70,906
+1,858
| +3% | +$88.1K | 1.63% | 28 |
|
|
2022
Q1 | $3.92M | Buy |
69,048
+3,213
| +5% | +$182K | 1.76% | 19 |
|
|
2021
Q4 | $3.86M | Sell |
65,835
-2,803
| -4% | -$164K | 1.94% | 14 |
|
|
2021
Q3 | $4.03M | Sell |
68,638
-877
| -1% | -$51.4K | 2.24% | 5 |
|
|
2021
Q2 | $3.86M | Sell |
69,515
-964
| -1% | -$53.5K | 2.15% | 9 |
|
|
2021
Q1 | $4.11M | Sell |
70,479
-2,173
| -3% | -$127K | 2.42% | 4 |
|
|
2020
Q4 | $3.48M | Buy |
72,652
+1,728
| +2% | +$82.8K | 2.2% | 11 |
|
|
2020
Q3 | $2.7M | Buy |
70,924
+443
| +0.6% | +$16.9K | 1.94% | 27 |
|
|
2020
Q2 | $2.65M | Buy |
70,481
+56,427
| +402% | +$2.12M | 2.02% | 26 |
|
|
2020
Q1 | $433K | Sell |
14,054
-188
| -1% | -$5.79K | 0.38% | 61 |
|
|
2019
Q4 | $802K | Buy |
+14,242
| New | +$802K | 0.51% | 46 |
|
|
2019
Q2 | – | Sell |
-64,135
| Closed | -$2.98M | – | 80 |
|
|
2019
Q1 | $2.98M | Buy |
64,135
+898
| +1% | +$41.8K | 2.09% | 23 |
|
|
2018
Q4 | $2.74M | Sell |
63,237
-768
| -1% | -$33.3K | 2.13% | 22 |
|
|
2018
Q3 | $3.06M | Buy |
64,005
+61,871
| +2,899% | +$2.96M | 2.27% | 17 |
|
|
2018
Q2 | $108K | Hold |
2,134
| – | – | 0.08% | 79 |
|
|
2018
Q1 | $111K | Hold |
2,134
| – | – | 0.09% | 77 |
|
|
2017
Q4 | $106K | Buy |
+2,134
| New | +$106K | 0.08% | 76 |
|