Summit Financial Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-180,070
| Closed | -$6.14M | – | 134 |
|
|
2023
Q1 | $6.14M | Buy |
180,070
+3,000
| +2% | +$102K | 1.46% | 23 |
|
|
2022
Q4 | $7.62M | Buy |
+177,070
| New | +$7.62M | 1.84% | 18 |
|
|
2020
Q3 | – | Sell |
-115,104
| Closed | -$4.07M | – | 126 |
|
|
2020
Q2 | $4.07M | Buy |
115,104
+12,461
| +12% | +$440K | 1.08% | 27 |
|
|
2020
Q1 | $3.06M | Sell |
102,643
-3,605
| -3% | -$107K | 0.96% | 25 |
|
|
2019
Q4 | $5.81M | Buy |
106,248
+301
| +0.3% | +$16.5K | 1.41% | 21 |
|
|
2019
Q3 | $5.51M | Buy |
105,947
+6,117
| +6% | +$318K | 1.35% | 21 |
|
|
2019
Q2 | $4.91M | Buy |
+99,830
| New | +$4.91M | 1.2% | 20 |
|