Summit X LLC’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,297
| Closed | -$208K | – | 232 |
|
|
2024
Q2 | $208K | Buy |
+5,297
| New | +$208K | 0.05% | 226 |
|
|
2020
Q4 | – | Sell |
-2,041
| Closed | -$609 | – | 413 |
|
|
2020
Q3 | $609 | Buy |
+2,041
| New | +$609 | 0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-10,308
| Closed | -$578K | – | 244 |
|
|
2019
Q4 | $578K | Buy |
10,308
+735
| +8% | +$41.2K | 0.21% | 117 |
|
|
2019
Q3 | $514K | Buy |
9,573
+465
| +5% | +$25K | 0.21% | 127 |
|
|
2019
Q2 | $443K | Buy |
9,108
+613
| +7% | +$29.8K | 0.18% | 135 |
|
|
2019
Q1 | $393K | Buy |
8,495
+900
| +12% | +$41.6K | 0.17% | 152 |
|
|
2018
Q4 | $328K | Sell |
7,595
-1,051
| -12% | -$45.4K | 0.19% | 147 |
|
|
2018
Q3 | $416K | Buy |
8,646
+455
| +6% | +$21.9K | 0.2% | 136 |
|
|
2018
Q2 | $422K | Buy |
8,191
+1,452
| +22% | +$74.8K | 0.24% | 117 |
|
|
2018
Q1 | $351K | Buy |
+6,739
| New | +$351K | 0.21% | 129 |
|