SIAP
Sterling Investment Advisors (Pennsylvania)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Sell |
96,326
-4,983
| -5% | -$214K | 0.91% | 34 |
|
|
2025
Q1 | $4.17M | Sell |
101,309
-3,655
| -3% | -$150K | 1% | 31 |
|
|
2024
Q4 | $4.55M | Sell |
104,964
-6,116
| -6% | -$265K | 1.1% | 26 |
|
|
2024
Q3 | $4.75M | Sell |
111,080
-3,490
| -3% | -$149K | 1.2% | 26 |
|
|
2024
Q2 | $4.45M | Sell |
114,570
-3,963
| -3% | -$154K | 1.2% | 27 |
|
|
2024
Q1 | $4.62M | Sell |
118,533
-460
| -0.4% | -$17.9K | 1.3% | 23 |
|
|
2023
Q4 | $4.39M | Buy |
118,993
+2,488
| +2% | +$91.9K | 1.37% | 20 |
|
|
2023
Q3 | $3.33M | Sell |
116,505
-2,636
| -2% | -$75.4K | 1.16% | 25 |
|
|
2023
Q2 | $3.62M | Buy |
119,141
+5,563
| +5% | +$169K | 1.2% | 24 |
|
|
2023
Q1 | $3.87M | Buy |
113,578
+84,800
| +295% | +$2.89M | 1.31% | 22 |
|
|
2022
Q4 | $1.24M | Sell |
28,778
-1,075
| -4% | -$46.3K | 0.44% | 67 |
|
|
2022
Q3 | $1.3M | Sell |
29,853
-3,575
| -11% | -$156K | 0.49% | 59 |
|
|
2022
Q2 | $1.59M | Sell |
33,428
-6,000
| -15% | -$284K | 0.55% | 57 |
|
|
2022
Q1 | $2.24M | Buy |
39,428
+1,250
| +3% | +$70.9K | 0.63% | 56 |
|
|
2021
Q4 | $2.24M | Buy |
38,178
+5,338
| +16% | +$312K | 0.63% | 54 |
|
|
2021
Q3 | $1.93M | Buy |
32,840
+20,028
| +156% | +$1.17M | 0.57% | 58 |
|
|
2021
Q2 | $711K | Buy |
12,812
+22
| +0.2% | +$1.22K | 0.21% | 103 |
|
|
2021
Q1 | $746K | Sell |
12,790
-7
| -0.1% | -$408 | 0.24% | 98 |
|
|
2020
Q4 | $613K | Hold |
12,797
| – | – | 0.21% | 93 |
|
|
2020
Q3 | $487K | Hold |
12,797
| – | – | 0.19% | 95 |
|
|
2020
Q2 | $480K | Hold |
12,797
| – | – | 0.2% | 94 |
|
|
2020
Q1 | $394K | Hold |
12,797
| – | – | 0.21% | 87 |
|
|
2019
Q4 | $720K | Sell |
12,797
-3,544
| -22% | -$199K | 0.33% | 75 |
|
|
2019
Q3 | $872K | Hold |
16,341
| – | – | 0.45% | 60 |
|
|
2019
Q2 | $803K | Hold |
16,341
| – | – | 0.41% | 66 |
|
|
2019
Q1 | $760K | Hold |
16,341
| – | – | 0.39% | 66 |
|
|
2018
Q4 | $707K | Hold |
16,341
| – | – | 0.42% | 64 |
|
|
2018
Q3 | $793K | Hold |
16,341
| – | – | 0.42% | 63 |
|
|
2018
Q2 | $824K | Buy |
16,341
+15,862
| +3,311% | +$800K | 0.49% | 58 |
|
|
2018
Q1 | $25K | Hold |
479
| – | – | 0.02% | 264 |
|
|
2017
Q4 | $24K | Hold |
479
| – | – | 0.01% | 248 |
|
|
2017
Q3 | $22K | Hold |
479
| – | – | 0.01% | 249 |
|
|
2017
Q2 | $22K | Hold |
479
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $21K | Hold |
479
| – | – | 0.02% | 245 |
|
|
2016
Q4 | $23K | Buy |
+479
| New | +$23K | 0.02% | 204 |
|