SAM
Summit Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
9,239
+18
| +0.2% | +$774 | 0.06% | 117 |
|
|
2025
Q1 | $379K | Buy |
9,221
+14
| +0.2% | +$576 | 0.07% | 120 |
|
|
2024
Q4 | $399K | Buy |
9,207
+15
| +0.2% | +$651 | 0.07% | 116 |
|
|
2024
Q3 | $393K | Buy |
9,192
+15
| +0.2% | +$642 | 0.07% | 115 |
|
|
2024
Q2 | $357K | Buy |
9,177
+17
| +0.2% | +$660 | 0.07% | 112 |
|
|
2024
Q1 | $357K | Buy |
9,160
+18
| +0.2% | +$702 | 0.08% | 112 |
|
|
2023
Q4 | $338K | Buy |
9,142
+20
| +0.2% | +$738 | 0.08% | 112 |
|
|
2023
Q3 | $261K | Buy |
9,122
+20
| +0.2% | +$572 | 0.07% | 133 |
|
|
2023
Q2 | $276K | Sell |
9,102
-346
| -4% | -$10.5K | 0.07% | 128 |
|
|
2023
Q1 | $322K | Sell |
9,448
-89
| -0.9% | -$3.04K | 0.09% | 112 |
|
|
2022
Q4 | $410K | Buy |
9,537
+13
| +0.1% | +$559 | 0.12% | 96 |
|
|
2022
Q3 | $415K | Buy |
9,524
+13
| +0.1% | +$566 | 0.13% | 85 |
|
|
2022
Q2 | $451K | Sell |
9,511
-1,068
| -10% | -$50.6K | 0.14% | 87 |
|
|
2022
Q1 | $600K | Buy |
10,579
+374
| +4% | +$21.2K | 0.17% | 78 |
|
|
2021
Q4 | $598K | Sell |
10,205
-932
| -8% | -$54.6K | 0.17% | 77 |
|
|
2021
Q3 | $653K | Sell |
11,137
-964
| -8% | -$56.5K | 0.2% | 69 |
|
|
2021
Q2 | $672K | Sell |
12,101
-2,314
| -16% | -$129K | 0.21% | 68 |
|
|
2021
Q1 | $841K | Sell |
14,415
-78
| -0.5% | -$4.55K | 0.29% | 50 |
|
|
2020
Q4 | $695K | Sell |
14,493
-177
| -1% | -$8.49K | 0.25% | 58 |
|
|
2020
Q3 | $558K | Buy |
14,670
+1,474
| +11% | +$56.1K | 0.23% | 62 |
|
|
2020
Q2 | $496K | Buy |
13,196
+70
| +0.5% | +$2.63K | 0.23% | 61 |
|
|
2020
Q1 | $405K | Buy |
13,126
+56
| +0.4% | +$1.73K | 0.22% | 64 |
|
|
2019
Q4 | $736K | Buy |
+13,070
| New | +$736K | 0.31% | 47 |
|