Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Buy |
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|
2025
Q2 | $37.9K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $226K | Sell |
|
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|
2024
Q3 | $274K | Buy |
|
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|
2024
Q2 | $105K | Buy |
|
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|
2024
Q1 | $66K | Buy |
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|
2023
Q4 | $48K | Buy |
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|
2023
Q3 | $17K | Sell |
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|
2023
Q2 | $71K | Sell |
|
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|
2023
Q1 | $119K | Buy |
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|
2022
Q4 | $58K | Sell |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $42K | Sell |
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|
2021
Q4 | $869K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $314K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $252K | Buy |
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|
2015
Q3 | $11K | Sell |
|
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|
2015
Q2 | $49K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $19K | Sell |
|
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|
2014
Q3 | $71K | Sell |
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|
2014
Q2 | $83K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $213K | Sell |
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|
2013
Q3 | $260K | Buy |
|