Summit Financial Wealth Advisors’s Truist Financial TFC Stock Holding History

Summit Financial Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$304K	Buy
2023 Q2	–	Sell
2023 Q1	$6.14M	Buy
2022 Q4	$7.62M	Buy
2020 Q3	–	Sell
2020 Q2	$4.07M	Buy
2020 Q1	$3.06M	Sell
2019 Q4	$5.81M	Buy
2019 Q3	$5.51M	Buy
2019 Q2	$4.91M	Buy