Summit Global Investments’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-18,948
Closed -$920K 304
2018
Q3
$920K Sell
18,948
-10
-0.1% -$486 0.12% 125
2018
Q2
$956K Buy
18,958
+7,460
+65% +$376K 0.14% 106
2018
Q1
$598K Buy
11,498
+1,742
+18% +$90.6K 0.1% 146
2017
Q4
$485K Buy
+9,756
New +$485K 0.08% 245