Strategic Wealth Management Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$328K Sell
2021
Q1
$366K Hold
2020
Q4
$301K Sell
2020
Q3
$246K Buy
2020
Q2
$234K Buy
2020
Q1
Sell
2019
Q4
$382K Buy
2019
Q3
$253K Sell
2019
Q2
$313K Sell
2019
Q1
$296K Buy
2018
Q4
$272K Buy