Summit Trail Advisors’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 | $1.3M | Buy |
30,323
+7,581
| +33% | +$326K | 0.02% | 381 |
|
|
2025
Q1 | $936K | Buy |
22,742
+4,714
| +26% | +$194K | 0.03% | 167 |
|
|
2024
Q4 | $782K | Buy |
18,028
+2,799
| +18% | +$121K | 0.03% | 161 |
|
|
2024
Q3 | $651K | Buy |
15,229
+1,081
| +8% | +$46.2K | 0.02% | 345 |
|
|
2024
Q2 | $550K | Buy |
14,148
+4,037
| +40% | +$157K | 0.01% | 355 |
|
|
2024
Q1 | $394K | Buy |
10,111
+129
| +1% | +$5.03K | 0.01% | 390 |
|
|
2023
Q4 | $369K | Buy |
9,982
+68
| +0.7% | +$2.51K | 0.01% | 344 |
|
|
2023
Q3 | $284K | Buy |
9,914
+419
| +4% | +$12K | 0.01% | 390 |
|
|
2023
Q2 | $288K | Sell |
9,495
-1,073
| -10% | -$32.6K | 0.01% | 385 |
|
|
2023
Q1 | $360K | Buy |
10,568
+1,624
| +18% | +$55.4K | 0.01% | 285 |
|
|
2022
Q4 | $385K | Sell |
8,944
-115
| -1% | -$4.95K | 0.02% | 227 |
|
|
2022
Q3 | $394K | Buy |
9,059
+1,010
| +13% | +$43.9K | 0.02% | 216 |
|
|
2022
Q2 | $382K | Sell |
8,049
-168
| -2% | -$7.97K | 0.02% | 229 |
|
|
2022
Q1 | $466K | Buy |
+8,217
| New | +$466K | 0.04% | 184 |
|
|
2018
Q4 | – | Sell |
-3,030
| Closed | -$147K | – | 213 |
|
|
2018
Q3 | $147K | Buy |
+3,030
| New | +$147K | 0.03% | 220 |
|
|
2018
Q1 | – | Sell |
-3,209
| Closed | -$175K | – | 1526 |
|
|
2017
Q4 | $175K | Buy |
+3,209
| New | +$175K | 0.02% | 471 |
|