Smith Salley Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Buy |
20,967
+10,620
| +103% | +$457K | 0.05% | 147 |
|
|
2025
Q1 | $426K | Buy |
10,347
+1,015
| +11% | +$41.8K | 0.03% | 181 |
|
|
2024
Q4 | $405K | Sell |
9,332
-411
| -4% | -$17.8K | 0.03% | 186 |
|
|
2024
Q3 | $417K | Sell |
9,743
-210
| -2% | -$8.98K | 0.03% | 187 |
|
|
2024
Q2 | $387K | Sell |
9,953
-6,001
| -38% | -$233K | 0.03% | 182 |
|
|
2024
Q1 | $622K | Sell |
15,954
-12,869
| -45% | -$502K | 0.05% | 152 |
|
|
2023
Q4 | $1.06M | Buy |
28,823
+6,463
| +29% | +$239K | 0.07% | 137 |
|
|
2023
Q3 | $640K | Sell |
22,360
-3,739
| -14% | -$107K | 0.05% | 155 |
|
|
2023
Q2 | $792K | Sell |
26,099
-90,804
| -78% | -$2.76M | 0.06% | 141 |
|
|
2023
Q1 | $3.99M | Buy |
116,903
+16,163
| +16% | +$551K | 0.32% | 68 |
|
|
2022
Q4 | $4.33M | Sell |
100,740
-18,329
| -15% | -$789K | 0.37% | 67 |
|
|
2022
Q3 | $5.18M | Sell |
119,069
-473
| -0.4% | -$20.6K | 0.48% | 56 |
|
|
2022
Q2 | $5.67M | Buy |
119,542
+2,465
| +2% | +$117K | 0.49% | 57 |
|
|
2022
Q1 | $6.64M | Sell |
117,077
-4,812
| -4% | -$273K | 0.5% | 55 |
|
|
2021
Q4 | $7.14M | Buy |
121,889
+5,056
| +4% | +$296K | 0.51% | 54 |
|
|
2021
Q3 | $6.85M | Buy |
116,833
+4,793
| +4% | +$281K | 0.54% | 53 |
|
|
2021
Q2 | $6.22M | Buy |
112,040
+1,747
| +2% | +$97K | 0.5% | 54 |
|
|
2021
Q1 | $6.43M | Sell |
110,293
-1,943
| -2% | -$113K | 0.58% | 50 |
|
|
2020
Q4 | $5.38M | Buy |
112,236
+2,401
| +2% | +$115K | 0.54% | 49 |
|
|
2020
Q3 | $4.18M | Sell |
109,835
-1,359
| -1% | -$51.7K | 0.51% | 55 |
|
|
2020
Q2 | $4.17M | Sell |
111,194
-312
| -0.3% | -$11.7K | 0.56% | 53 |
|
|
2020
Q1 | $3.44M | Sell |
111,506
-2,977
| -3% | -$91.8K | 0.57% | 52 |
|
|
2019
Q4 | $6.45M | Buy |
114,483
+5,511
| +5% | +$310K | 0.85% | 40 |
|
|
2019
Q3 | $5.82M | Buy |
108,972
+3,569
| +3% | +$190K | 0.83% | 41 |
|
|
2019
Q2 | $5.18M | Sell |
105,403
-4,775
| -4% | -$235K | 0.78% | 43 |
|
|
2019
Q1 | $5.13M | Buy |
110,178
+7,422
| +7% | +$345K | 0.83% | 46 |
|
|
2018
Q4 | $4.45M | Sell |
102,756
-99,105
| -49% | -$4.29M | 0.82% | 45 |
|
|
2018
Q3 | $9.8M | Sell |
201,861
-8,114
| -4% | -$394K | 1.55% | 20 |
|
|
2018
Q2 | $10.6M | Buy |
209,975
+5,792
| +3% | +$292K | 1.81% | 13 |
|
|
2018
Q1 | $10.6M | Buy |
204,183
+143,768
| +238% | +$7.48M | 1.9% | 9 |
|
|
2017
Q4 | $3M | Buy |
60,415
+14,922
| +33% | +$742K | 0.54% | 67 |
|
|
2017
Q3 | $2.14M | Sell |
45,493
-567
| -1% | -$26.6K | 0.41% | 79 |
|
|
2017
Q2 | $2.09M | Sell |
46,060
-781
| -2% | -$35.5K | 0.42% | 79 |
|
|
2017
Q1 | $2.09M | Sell |
46,841
-1,004
| -2% | -$44.9K | 0.43% | 80 |
|
|
2016
Q4 | $2.25M | Buy |
47,845
+817
| +2% | +$38.4K | 0.47% | 74 |
|
|
2016
Q3 | $1.77M | Sell |
47,028
-1,774
| -4% | -$66.9K | 0.39% | 79 |
|
|
2016
Q2 | $1.74M | Sell |
48,802
-6,925
| -12% | -$247K | 0.41% | 76 |
|
|
2016
Q1 | $1.85M | Sell |
55,727
-1,000
| -2% | -$33.3K | 0.46% | 64 |
|
|
2015
Q4 | $2.15M | Sell |
56,727
-134
| -0.2% | -$5.07K | 0.53% | 62 |
|
|
2015
Q3 | $2.02M | Sell |
56,861
-325
| -0.6% | -$11.6K | 0.55% | 60 |
|
|
2015
Q2 | $2.31M | Buy |
57,186
+7,431
| +15% | +$300K | 0.59% | 55 |
|
|
2015
Q1 | $1.94M | Sell |
49,755
-6,461
| -11% | -$252K | 0.49% | 67 |
|
|
2014
Q4 | $2.19M | Buy |
56,216
+1,024
| +2% | +$39.8K | 0.57% | 56 |
|
|
2014
Q3 | $2.05M | Sell |
55,192
-15,916
| -22% | -$592K | 0.54% | 62 |
|
|
2014
Q2 | $2.8M | Buy |
+71,108
| New | +$2.8M | 0.75% | 49 |
|
|
2013
Q3 | – | Sell |
-74,934
| Closed | -$2.54M | – | 98 |
|
|
2013
Q2 | $2.54M | Buy |
+74,934
| New | +$2.54M | 2.04% | 21 |
|