Summit Trail Advisors’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 | $1.52M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $936K | Buy |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $651K | Buy |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $466K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $147K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $175K | Buy |
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