Summit Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $393K | Buy |
|
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $357K | Buy |
|
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|
2023
Q4 | $338K | Buy |
|
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $672K | Sell |
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|
2021
Q1 | $841K | Sell |
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|
2020
Q4 | $695K | Sell |
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|
2020
Q3 | $558K | Buy |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $736K | Buy |
|