SCM
SKBA Capital Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
281,000
+2,000
| +0.7% | +$86K | 1.74% | 27 |
|
|
2025
Q1 | $11.5M | Buy |
279,000
+13,600
| +5% | +$560K | 1.71% | 22 |
|
|
2024
Q4 | $11.5M | Buy |
265,400
+127,500
| +92% | +$5.53M | 1.82% | 22 |
|
|
2024
Q3 | $5.9M | Buy |
+137,900
| New | +$5.9M | 0.88% | 55 |
|
|
2019
Q2 | – | Sell |
-7,700
| Closed | -$358K | – | 76 |
|
|
2019
Q1 | $358K | Sell |
7,700
-128,900
| -94% | -$5.99M | 0.06% | 60 |
|
|
2018
Q4 | $5.92M | Sell |
136,600
-9,700
| -7% | -$420K | 0.96% | 47 |
|
|
2018
Q3 | $7.1M | Sell |
146,300
-100
| -0.1% | -$4.85K | 0.92% | 48 |
|
|
2018
Q2 | $7.38M | Sell |
146,400
-1,250
| -0.8% | -$63K | 1% | 47 |
|
|
2018
Q1 | $7.68M | Buy |
147,650
+150
| +0.1% | +$7.81K | 1.04% | 45 |
|
|
2017
Q4 | $7.33M | Sell |
147,500
-700
| -0.5% | -$34.8K | 1.02% | 47 |
|
|
2017
Q3 | $6.96M | Buy |
148,200
+1,300
| +0.9% | +$61K | 1% | 45 |
|
|
2017
Q2 | $6.67M | Sell |
146,900
-167,900
| -53% | -$7.62M | 1.01% | 46 |
|
|
2017
Q1 | $14.1M | Sell |
314,800
-86,200
| -21% | -$3.85M | 1.87% | 29 |
|
|
2016
Q4 | $18.9M | Sell |
401,000
-72,100
| -15% | -$3.39M | 2.22% | 19 |
|
|
2016
Q3 | $17.8M | Sell |
473,100
-78,300
| -14% | -$2.95M | 1.99% | 25 |
|
|
2016
Q2 | $19.6M | Sell |
551,400
-12,200
| -2% | -$434K | 1.92% | 25 |
|
|
2016
Q1 | $18.8M | Sell |
563,600
-156,395
| -22% | -$5.2M | 1.89% | 27 |
|
|
2015
Q4 | $27.2M | Sell |
719,995
-162,000
| -18% | -$6.13M | 2.76% | 9 |
|
|
2015
Q3 | $31.4M | Buy |
881,995
+19,400
| +2% | +$691K | 2.69% | 6 |
|
|
2015
Q2 | $34.8M | Sell |
862,595
-41,400
| -5% | -$1.67M | 2.72% | 8 |
|
|
2015
Q1 | $35.2M | Sell |
903,995
-85,400
| -9% | -$3.33M | 2.74% | 6 |
|
|
2014
Q4 | $38.5M | Buy |
989,395
+39,000
| +4% | +$1.52M | 2.96% | 4 |
|
|
2014
Q3 | $35.4M | Buy |
950,395
+155,200
| +20% | +$5.77M | 2.93% | 4 |
|
|
2014
Q2 | $31.4M | Buy |
795,195
+3,300
| +0.4% | +$130K | 2.78% | 9 |
|
|
2014
Q1 | $31.8M | Buy |
791,895
+204,700
| +35% | +$8.22M | 2.96% | 5 |
|
|
2013
Q4 | $21.9M | Sell |
587,195
-20,300
| -3% | -$758K | 2.56% | 10 |
|
|
2013
Q3 | $20.5M | Sell |
607,495
-53,200
| -8% | -$1.8M | 2.49% | 7 |
|
|
2013
Q2 | $22.4M | Buy |
+660,695
| New | +$22.4M | 2.64% | 2 |
|