SWM
Sugarloaf Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Buy |
6,848
+1,298
| +23% | +$56.3K | 0.06% | 126 |
|
|
2024
Q3 | $237K | Buy |
5,550
+3
| +0.1% | +$128 | 0.04% | 137 |
|
|
2024
Q2 | $215K | Sell |
5,547
-25
| -0.4% | -$971 | 0.04% | 134 |
|
|
2024
Q1 | $217K | Sell |
5,572
-1,610
| -22% | -$62.8K | 0.05% | 138 |
|
|
2023
Q4 | $265K | Buy |
7,182
+1,662
| +30% | +$61.4K | 0.06% | 111 |
|
|
2023
Q3 | $158K | Buy |
5,520
+12
| +0.2% | +$343 | 0.04% | 157 |
|
|
2023
Q2 | $167K | Sell |
5,508
-672
| -11% | -$20.4K | 0.04% | 157 |
|
|
2023
Q1 | $211K | Sell |
6,180
-41
| -0.7% | -$1.4K | 0.05% | 126 |
|
|
2022
Q4 | $268K | Sell |
6,221
-5,887
| -49% | -$253K | 0.07% | 105 |
|
|
2022
Q3 | $528K | Buy |
12,108
+1,949
| +19% | +$85K | 0.14% | 74 |
|
|
2022
Q2 | $482K | Buy |
10,159
+85
| +0.8% | +$4.03K | 0.12% | 75 |
|
|
2022
Q1 | $571K | Buy |
10,074
+9
| +0.1% | +$510 | 0.14% | 67 |
|
|
2021
Q4 | $589K | Buy |
10,065
+9
| +0.1% | +$527 | 0.14% | 63 |
|
|
2021
Q3 | $590K | Sell |
10,056
-89
| -0.9% | -$5.22K | 0.16% | 61 |
|
|
2021
Q2 | $563K | Buy |
10,145
+406
| +4% | +$22.5K | 0.15% | 62 |
|
|
2021
Q1 | $568 | Buy |
9,739
+5
| +0.1% | – | 0.17% | 62 |
|
|
2020
Q4 | $467K | Sell |
9,734
-164
| -2% | -$7.87K | 0.16% | 70 |
|
|
2020
Q3 | $373K | Buy |
9,898
+44
| +0.4% | +$1.66K | 0.14% | 75 |
|
|
2020
Q2 | $370K | Buy |
9,854
+44
| +0.4% | +$1.65K | 0.14% | 79 |
|
|
2020
Q1 | $303K | Sell |
9,810
-82
| -0.8% | -$2.53K | 0.14% | 80 |
|
|
2019
Q4 | $557K | Buy |
+9,892
| New | +$557K | 0.24% | 73 |
|