SIS
Sound Income Strategies’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
5,146
+776
| +18% | +$33.4K | 0.01% | 265 |
|
|
2025
Q1 | $180K | Sell |
4,370
-340
| -7% | -$14K | 0.01% | 298 |
|
|
2024
Q4 | $204K | Sell |
4,710
-66
| -1% | -$2.86K | 0.01% | 245 |
|
|
2024
Q3 | $204K | Buy |
4,776
+991
| +26% | +$42.4K | 0.01% | 243 |
|
|
2024
Q2 | $147K | Buy |
3,785
+43
| +1% | +$1.67K | 0.01% | 267 |
|
|
2024
Q1 | $146K | Sell |
3,742
-978
| -21% | -$38.1K | 0.01% | 254 |
|
|
2023
Q4 | $174K | Sell |
4,720
-90,132
| -95% | -$3.33M | 0.01% | 210 |
|
|
2023
Q3 | $2.71M | Buy |
94,852
+8,618
| +10% | +$247K | 0.23% | 78 |
|
|
2023
Q2 | $2.62M | Sell |
86,234
-110,364
| -56% | -$3.35M | 0.27% | 75 |
|
|
2023
Q1 | $6.7M | Buy |
196,598
+50,252
| +34% | +$1.71M | 0.73% | 48 |
|
|
2022
Q4 | $6.3M | Buy |
146,346
+145,346
| +14,535% | +$6.25M | 0.8% | 40 |
|
|
2022
Q3 | $44K | Buy |
1,000
+22
| +2% | +$968 | 0.01% | 248 |
|
|
2022
Q2 | $46K | Buy |
978
+200
| +26% | +$9.41K | 0.01% | 234 |
|
|
2022
Q1 | $44K | Hold |
778
| – | – | 0.01% | 246 |
|
|
2021
Q4 | $46K | Hold |
778
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $46K | Hold |
778
| – | – | 0.01% | 237 |
|
|
2021
Q2 | $43K | Sell |
778
-26
| -3% | -$1.44K | 0.01% | 241 |
|
|
2021
Q1 | $46.9K | Hold |
804
| – | – | 0.01% | 223 |
|
|
2020
Q4 | $39K | Hold |
804
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $31K | Hold |
804
| – | – | 0.01% | 230 |
|
|
2020
Q2 | $30K | Buy |
804
+500
| +164% | +$18.7K | 0.01% | 217 |
|
|
2020
Q1 | $9K | Hold |
304
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $17K | Buy |
+304
| New | +$17K | ﹤0.01% | 256 |
|