Summit Securities Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Buy |
+882
| New | +$37.9K | 0.01% | 456 |
|
|
2025
Q1 | – | Sell |
-5,200
| Closed | -$226K | – | 946 |
|
|
2024
Q4 | $226K | Sell |
5,200
-1,200
| -19% | -$52.1K | 0.05% | 93 |
|
|
2024
Q3 | $274K | Buy |
6,400
+3,700
| +137% | +$158K | 0.07% | 67 |
|
|
2024
Q2 | $105K | Buy |
2,700
+1,000
| +59% | +$38.9K | 0.02% | 122 |
|
|
2024
Q1 | $66K | Buy |
1,700
+400
| +31% | +$15.5K | 0.01% | 123 |
|
|
2023
Q4 | $48K | Buy |
1,300
+700
| +117% | +$25.8K | ﹤0.01% | 233 |
|
|
2023
Q3 | $17K | Sell |
600
-1,740
| -74% | -$49.3K | ﹤0.01% | 226 |
|
|
2023
Q2 | $71K | Sell |
2,340
-1,164
| -33% | -$35.3K | 0.01% | 228 |
|
|
2023
Q1 | $119K | Buy |
3,504
+2,162
| +161% | +$73.4K | 0.01% | 162 |
|
|
2022
Q4 | $58K | Sell |
1,342
-7,760
| -85% | -$335K | ﹤0.01% | 482 |
|
|
2022
Q3 | $396K | Buy |
9,102
+6,118
| +205% | +$266K | 0.03% | 169 |
|
|
2022
Q2 | $142K | Buy |
2,984
+2,237
| +299% | +$106K | 0.02% | 218 |
|
|
2022
Q1 | $42K | Sell |
747
-14,093
| -95% | -$792K | ﹤0.01% | 420 |
|
|
2021
Q4 | $869K | Buy |
+14,840
| New | +$869K | 0.04% | 152 |
|
|
2020
Q1 | – | Sell |
-5,567
| Closed | -$314K | – | 252 |
|
|
2019
Q4 | $314K | Buy |
+5,567
| New | +$314K | 0.02% | 164 |
|
|
2016
Q1 | – | Sell |
-6,655
| Closed | -$252K | – | 335 |
|
|
2015
Q4 | $252K | Buy |
6,655
+6,355
| +2,118% | +$241K | 0.08% | 165 |
|
|
2015
Q3 | $11K | Sell |
300
-910
| -75% | -$33.4K | 0.01% | 213 |
|
|
2015
Q2 | $49K | Buy |
+1,210
| New | +$49K | 0.02% | 200 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$19K | – | 512 |
|
|
2014
Q4 | $19K | Sell |
500
-1,400
| -74% | -$53.2K | 0.01% | 355 |
|
|
2014
Q3 | $71K | Sell |
1,900
-200
| -10% | -$7.47K | 0.02% | 322 |
|
|
2014
Q2 | $83K | Buy |
+2,100
| New | +$83K | 0.03% | 244 |
|
|
2014
Q1 | – | Sell |
-5,700
| Closed | -$213K | – | 470 |
|
|
2013
Q4 | $213K | Sell |
5,700
-2,000
| -26% | -$74.7K | 0.04% | 168 |
|
|
2013
Q3 | $260K | Buy |
+7,700
| New | +$260K | 0.09% | 99 |
|