Summit Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $946K | Hold |
|
|||||
|
2023
Q4 | $896K | Buy |
|
|||||
|
2023
Q3 | $611K | Hold |
|
|||||
|
2023
Q2 | $648K | Hold |
|
|||||
|
2023
Q1 | $729K | Hold |
|
|||||
|
2022
Q4 | $919K | Buy |
|
|||||
|
2022
Q3 | $911K | Hold |
|
|||||
|
2022
Q2 | $992K | Hold |
|
|||||
|
2022
Q1 | $1.19M | Buy |
|
|||||
|
2021
Q4 | $1.08M | Buy |
|
|||||
|
2021
Q3 | $787K | Buy |
|
|||||
|
2021
Q2 | $252K | Hold |
|
|||||
|
2021
Q1 | $265K | Hold |
|
|||||
|
2020
Q4 | $218K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $302K | Hold |
|
|||||
|
2018
Q1 | $311K | Buy |
|