Summit Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $946K | Hold |
24,264
| – | – | 0.34% | 87 |
|
|
2023
Q4 | $896K | Buy |
24,264
+2,900
| +14% | +$107K | 0.34% | 85 |
|
|
2023
Q3 | $611K | Hold |
21,364
| – | – | 0.26% | 102 |
|
|
2023
Q2 | $648K | Hold |
21,364
| – | – | 0.25% | 106 |
|
|
2023
Q1 | $729K | Hold |
21,364
| – | – | 0.28% | 97 |
|
|
2022
Q4 | $919K | Buy |
21,364
+450
| +2% | +$19.4K | 0.36% | 85 |
|
|
2022
Q3 | $911K | Hold |
20,914
| – | – | 0.38% | 80 |
|
|
2022
Q2 | $992K | Hold |
20,914
| – | – | 0.38% | 80 |
|
|
2022
Q1 | $1.19M | Buy |
20,914
+2,500
| +14% | +$142K | 0.4% | 72 |
|
|
2021
Q4 | $1.08M | Buy |
18,414
+5,000
| +37% | +$293K | 0.35% | 77 |
|
|
2021
Q3 | $787K | Buy |
13,414
+8,865
| +195% | +$520K | 0.28% | 93 |
|
|
2021
Q2 | $252K | Hold |
4,549
| – | – | 0.09% | 181 |
|
|
2021
Q1 | $265K | Hold |
4,549
| – | – | 0.11% | 161 |
|
|
2020
Q4 | $218K | Buy |
+4,549
| New | +$218K | 0.1% | 162 |
|
|
2018
Q3 | – | Sell |
-5,982
| Closed | -$302K | – | 123 |
|
|
2018
Q2 | $302K | Hold |
5,982
| – | – | 0.24% | 96 |
|
|
2018
Q1 | $311K | Buy |
+5,982
| New | +$311K | 0.24% | 96 |
|