SFM
Stack Financial Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-520,340
| Closed | -$21M | – | 52 |
|
|
2015
Q2 | $21M | Buy |
520,340
+5,102
| +1% | +$206K | 2.55% | 12 |
|
|
2015
Q1 | $20.1M | Buy |
515,238
+22,430
| +5% | +$875K | 2.42% | 14 |
|
|
2014
Q4 | $19.2M | Buy |
492,808
+8,304
| +2% | +$323K | 2.21% | 15 |
|
|
2014
Q3 | $18M | Buy |
484,504
+9,898
| +2% | +$368K | 2.29% | 13 |
|
|
2014
Q2 | $18.7M | Buy |
474,606
+10,188
| +2% | +$402K | 2.28% | 11 |
|
|
2014
Q1 | $18.7M | Sell |
464,418
-13,481
| -3% | -$542K | 2.39% | 9 |
|
|
2013
Q4 | $17.8M | Buy |
477,899
+8,117
| +2% | +$303K | 2.36% | 12 |
|
|
2013
Q3 | $15.9M | Buy |
469,782
+10,610
| +2% | +$358K | 2.28% | 15 |
|
|
2013
Q2 | $15.6M | Buy |
+459,172
| New | +$15.6M | 2.23% | 14 |
|