Sugarloaf Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $158K | Buy |
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|
2023
Q2 | $167K | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $590K | Sell |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $568 | Buy |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $373K | Buy |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $557K | Buy |
|