SA
Strategic Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
16,440
-660
| -4% | -$28.4K | 0.14% | 101 |
|
|
2025
Q1 | $704K | Hold |
17,100
| – | – | 0.14% | 112 |
|
|
2024
Q4 | $742K | Buy |
17,100
+1,500
| +10% | +$65.1K | 0.13% | 115 |
|
|
2024
Q3 | $667K | Hold |
15,600
| – | – | 0.12% | 124 |
|
|
2024
Q2 | $606K | Hold |
15,600
| – | – | 0.12% | 127 |
|
|
2024
Q1 | $608K | Sell |
15,600
-5,720
| -27% | -$223K | 0.12% | 125 |
|
|
2023
Q4 | $787K | Sell |
21,320
-483
| -2% | -$17.8K | 0.15% | 117 |
|
|
2023
Q3 | $624K | Sell |
21,803
-9,867
| -31% | -$282K | 0.12% | 126 |
|
|
2023
Q2 | $961K | Sell |
31,670
-3,918
| -11% | -$119K | 0.18% | 99 |
|
|
2023
Q1 | $1.21M | Buy |
35,588
+22
| +0.1% | +$750 | 0.25% | 82 |
|
|
2022
Q4 | $1.53M | Sell |
35,566
-1,177
| -3% | -$50.6K | 0.34% | 68 |
|
|
2022
Q3 | $1.6M | Sell |
36,743
-780
| -2% | -$33.9K | 0.35% | 65 |
|
|
2022
Q2 | $1.78M | Sell |
37,523
-2,581
| -6% | -$122K | 0.37% | 63 |
|
|
2022
Q1 | $2.27M | Sell |
40,104
-5,772
| -13% | -$327K | 0.39% | 53 |
|
|
2021
Q4 | $2.69M | Sell |
45,876
-797
| -2% | -$46.7K | 0.38% | 60 |
|
|
2021
Q3 | $2.74M | Sell |
46,673
-1,747
| -4% | -$102K | 0.59% | 33 |
|
|
2021
Q2 | $2.69M | Sell |
48,420
-2,450
| -5% | -$136K | 0.7% | 32 |
|
|
2021
Q1 | $2.97M | Sell |
50,870
-350
| -0.7% | -$20.4K | 0.86% | 24 |
|
|
2020
Q4 | $2.64M | Sell |
51,220
-6,927
| -12% | -$357K | 0.76% | 29 |
|
|
2020
Q3 | $2.4M | Sell |
58,147
-8,201
| -12% | -$338K | 0.8% | 29 |
|
|
2020
Q2 | $2.47M | Buy |
66,348
+33,925
| +105% | +$1.26M | 0.92% | 24 |
|
|
2020
Q1 | $1.06M | Sell |
32,423
-981
| -3% | -$32.1K | 0.46% | 50 |
|
|
2019
Q4 | $1.88M | Buy |
33,404
+18
| +0.1% | +$1.01K | 0.66% | 42 |
|
|
2019
Q3 | $1.78M | Sell |
33,386
-1,830
| -5% | -$97.7K | 0.67% | 42 |
|
|
2019
Q2 | $1.73M | Sell |
35,216
-26
| -0.1% | -$1.28K | 0.66% | 42 |
|
|
2019
Q1 | $1.64M | Sell |
35,242
-1,484
| -4% | -$69.1K | 0.63% | 43 |
|
|
2018
Q4 | $1.59M | Sell |
36,726
-884
| -2% | -$38.3K | 0.69% | 39 |
|
|
2018
Q3 | $1.83M | Buy |
37,610
+3,309
| +10% | +$161K | 0.67% | 40 |
|
|
2018
Q2 | $1.73M | Buy |
34,301
+15
| +0% | +$757 | 0.69% | 39 |
|
|
2018
Q1 | $1.78M | Buy |
34,286
+1,057
| +3% | +$55K | 0.74% | 37 |
|
|
2017
Q4 | $1.65M | Buy |
33,229
+14
| +0% | +$696 | 0.68% | 41 |
|
|
2017
Q3 | $1.56M | Sell |
33,215
-199
| -0.6% | -$9.34K | 0.68% | 44 |
|
|
2017
Q2 | $1.52M | Buy |
33,414
+210
| +0.6% | +$9.53K | 0.69% | 46 |
|
|
2017
Q1 | $1.48M | Sell |
33,204
-438
| -1% | -$19.6K | 0.7% | 45 |
|
|
2016
Q4 | $1.58M | Sell |
33,642
-248
| -0.7% | -$11.7K | 0.83% | 42 |
|
|
2016
Q3 | $1.28M | Buy |
33,890
+15
| +0% | +$566 | 0.72% | 50 |
|
|
2016
Q2 | $1.21M | Buy |
+33,875
| New | +$1.21M | 0.7% | 51 |
|