SFM
Signet Financial Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-42,631
| Closed | -$2.5M | – | 1218 |
|
|
2021
Q4 | $2.5M | Sell |
42,631
-7,896
| -16% | -$462K | 0.38% | 68 |
|
|
2021
Q3 | $2.96M | Buy |
50,527
+42
| +0.1% | +$2.46K | 0.51% | 55 |
|
|
2021
Q2 | $2.8M | Buy |
50,485
+99
| +0.2% | +$5.5K | 0.96% | 22 |
|
|
2021
Q1 | $2.94M | Buy |
50,386
+439
| +0.9% | +$25.6K | 0.55% | 53 |
|
|
2020
Q4 | $2.39M | Sell |
49,947
-604
| -1% | -$29K | 0.48% | 62 |
|
|
2020
Q3 | $2.16M | Buy |
50,551
+43,051
| +574% | +$1.84M | 0.48% | 64 |
|
|
2020
Q2 | $296K | Hold |
7,500
| – | – | 0.07% | 187 |
|
|
2020
Q1 | $248K | Sell |
7,500
-58
| -0.8% | -$1.92K | 0.06% | 205 |
|
|
2019
Q4 | $426K | Buy |
7,558
+58
| +0.8% | +$3.27K | 0.08% | 189 |
|
|
2019
Q3 | $407K | Sell |
7,500
-500
| -6% | -$27.1K | 0.08% | 184 |
|
|
2019
Q2 | $413K | Sell |
8,000
-488
| -6% | -$25.2K | 0.08% | 177 |
|
|
2019
Q1 | $429K | Hold |
8,488
| – | – | 0.08% | 174 |
|
|
2018
Q4 | $368K | Hold |
8,488
| – | – | 0.08% | 176 |
|
|
2018
Q3 | $412K | Hold |
8,488
| – | – | 0.07% | 174 |
|
|
2018
Q2 | $428K | Hold |
8,488
| – | – | 0.08% | 170 |
|
|
2018
Q1 | $442K | Sell |
8,488
-140
| -2% | -$7.29K | 0.08% | 159 |
|
|
2017
Q4 | $429K | Buy |
8,628
+140
| +2% | +$6.96K | 0.08% | 156 |
|
|
2017
Q3 | $398K | Hold |
8,488
| – | – | 0.08% | 151 |
|
|
2017
Q2 | $385K | Sell |
8,488
-2,311
| -21% | -$105K | 0.08% | 151 |
|
|
2017
Q1 | $483K | Hold |
10,799
| – | – | 0.11% | 142 |
|
|
2016
Q4 | $508K | Hold |
10,799
| – | – | 0.12% | 117 |
|
|
2016
Q3 | $407K | Buy |
+10,799
| New | +$407K | 0.1% | 120 |
|