SBSB
Sullivan, Bruyette, Speros & Blaney’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $572K | Buy |
9,810
+19
| +0.2% | +$1.11K | 0.03% | 167 |
|
|
2020
Q4 | $469K | Buy |
9,791
+608
| +7% | +$29.1K | 0.02% | 174 |
|
|
2020
Q3 | $349K | Buy |
9,183
+9
| +0.1% | +$342 | 0.02% | 184 |
|
|
2020
Q2 | $344K | Sell |
9,174
-80
| -0.9% | -$3K | 0.02% | 172 |
|
|
2020
Q1 | $285K | Sell |
9,254
-880
| -9% | -$27.1K | 0.02% | 173 |
|
|
2019
Q4 | $571K | Sell |
10,134
-3,827
| -27% | -$216K | 0.03% | 129 |
|
|
2019
Q3 | $745K | Buy |
13,961
+6,508
| +87% | +$347K | 0.04% | 104 |
|
|
2019
Q2 | $366K | Hold |
7,453
| – | – | 0.02% | 158 |
|
|
2019
Q1 | $347K | Sell |
7,453
-4,255
| -36% | -$198K | 0.02% | 152 |
|
|
2018
Q4 | $507K | Buy |
11,708
+4,246
| +57% | +$184K | 0.03% | 111 |
|
|
2018
Q3 | $362K | Hold |
7,462
| – | – | 0.03% | 120 |
|
|
2018
Q2 | $376K | Buy |
7,462
+475
| +7% | +$23.9K | 0.04% | 116 |
|
|
2018
Q1 | $364K | Hold |
6,987
| – | – | 0.04% | 114 |
|
|
2017
Q4 | $347K | Hold |
6,987
| – | – | 0.03% | 121 |
|
|
2017
Q3 | $328K | Sell |
6,987
-430
| -6% | -$20.2K | 0.03% | 118 |
|
|
2017
Q2 | $337K | Buy |
7,417
+140
| +2% | +$6.36K | 0.03% | 114 |
|
|
2017
Q1 | $325K | Hold |
7,277
| – | – | 0.03% | 110 |
|
|
2016
Q4 | $342K | Hold |
7,277
| – | – | 0.04% | 99 |
|
|
2016
Q3 | $274K | Sell |
7,277
-130
| -2% | -$4.9K | 0.03% | 117 |
|
|
2016
Q2 | $264K | Buy |
+7,407
| New | +$264K | 0.03% | 113 |
|