SFS
Strategic Financial Services’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-76,987
| Closed | -$2.37M | – | 127 |
|
|
2020
Q1 | $2.37M | Sell |
76,987
-12,154
| -14% | -$375K | 0.32% | 60 |
|
|
2019
Q4 | $5.02M | Sell |
89,141
-14,432
| -14% | -$813K | 0.58% | 41 |
|
|
2019
Q3 | $5.53M | Sell |
103,573
-2,527
| -2% | -$135K | 0.71% | 39 |
|
|
2019
Q2 | $5.21M | Sell |
106,100
-1,890
| -2% | -$92.9K | 0.69% | 41 |
|
|
2019
Q1 | $5.03M | Sell |
107,990
-1,950
| -2% | -$90.7K | 0.69% | 39 |
|
|
2018
Q4 | $4.76M | Buy |
109,940
+550
| +0.5% | +$23.8K | 0.75% | 36 |
|
|
2018
Q3 | $5.31M | Sell |
109,390
-3,335
| -3% | -$162K | 0.79% | 31 |
|
|
2018
Q2 | $5.69M | Buy |
112,725
+1,649
| +1% | +$83.2K | 0.88% | 24 |
|
|
2018
Q1 | $5.78M | Sell |
111,076
-1,419
| -1% | -$73.8K | 0.94% | 19 |
|
|
2017
Q4 | $5.59M | Sell |
112,495
-950
| -0.8% | -$47.2K | 0.88% | 20 |
|
|
2017
Q3 | $5.33M | Buy |
113,445
+1,085
| +1% | +$50.9K | 0.88% | 24 |
|
|
2017
Q2 | $5.1M | Buy |
112,360
+805
| +0.7% | +$36.6K | 0.89% | 23 |
|
|
2017
Q1 | $4.99M | Sell |
111,555
-20,430
| -15% | -$913K | 0.91% | 20 |
|
|
2016
Q4 | $6.21M | Sell |
131,985
-2,310
| -2% | -$109K | 1.19% | 13 |
|
|
2016
Q3 | $5.07M | Buy |
134,295
+270
| +0.2% | +$10.2K | 1.01% | 15 |
|
|
2016
Q2 | $4.94M | Buy |
134,025
+31,485
| +31% | +$1.16M | 0.99% | 17 |
|
|
2016
Q1 | $3.41M | Buy |
102,540
+43,655
| +74% | +$1.45M | 0.79% | 42 |
|
|
2015
Q4 | $2.23M | Buy |
+58,885
| New | +$2.23M | 0.58% | 78 |
|