SWA
Sutton Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $50K | Buy |
1,747
+8
| +0.5% | +$229 | 0.02% | 225 |
|
|
2023
Q2 | $52.8K | Sell |
1,739
-162
| -9% | -$4.92K | 0.03% | 219 |
|
|
2023
Q1 | $64.8K | Sell |
1,901
-3,167
| -62% | -$108K | 0.03% | 188 |
|
|
2022
Q4 | $218K | Sell |
5,068
-146
| -3% | -$6.28K | 0.08% | 162 |
|
|
2022
Q3 | $227K | Buy |
5,214
+79
| +2% | +$3.44K | 0.09% | 155 |
|
|
2022
Q2 | $244K | Buy |
5,135
+70
| +1% | +$3.32K | 0.1% | 145 |
|
|
2022
Q1 | $287K | Buy |
5,065
+13
| +0.3% | +$737 | 0.1% | 144 |
|
|
2021
Q4 | $296K | Sell |
5,052
-21
| -0.4% | -$1.23K | 0.1% | 136 |
|
|
2021
Q3 | $298K | Buy |
5,073
+8
| +0.2% | +$469 | 0.11% | 130 |
|
|
2021
Q2 | $281K | Hold |
5,065
| – | – | 0.1% | 136 |
|
|
2021
Q1 | $295K | Buy |
5,065
+11
| +0.2% | +$642 | 0.12% | 127 |
|
|
2020
Q4 | $242K | Buy |
5,054
+22
| +0.4% | +$1.05K | 0.1% | 138 |
|
|
2020
Q3 | $191K | Buy |
5,032
+33
| +0.7% | +$1.26K | 0.09% | 146 |
|
|
2020
Q2 | $188K | Sell |
4,999
-9,291
| -65% | -$349K | 0.1% | 147 |
|
|
2020
Q1 | $441K | Sell |
14,290
-510
| -3% | -$15.7K | 0.28% | 63 |
|
|
2019
Q4 | $834K | Buy |
14,800
+10,340
| +232% | +$582K | 0.43% | 47 |
|
|
2019
Q3 | $238K | Sell |
4,460
-722
| -14% | -$38.5K | 0.13% | 126 |
|
|
2019
Q2 | $255K | Hold |
5,182
| – | – | 0.15% | 116 |
|
|
2019
Q1 | $241K | Hold |
5,182
| – | – | 0.14% | 118 |
|
|
2018
Q4 | $224K | Buy |
5,182
+470
| +10% | +$20.4K | 0.14% | 114 |
|
|
2018
Q3 | $229K | Hold |
4,712
| – | – | 0.15% | 116 |
|
|
2018
Q2 | $238K | Hold |
4,712
| – | – | 0.17% | 104 |
|
|
2018
Q1 | $245K | Hold |
4,712
| – | – | 0.18% | 101 |
|
|
2017
Q4 | $234K | Hold |
4,712
| – | – | 0.17% | 109 |
|
|
2017
Q3 | $221K | Hold |
4,712
| – | – | 0.17% | 102 |
|
|
2017
Q2 | $214K | Hold |
4,712
| – | – | 0.17% | 105 |
|
|
2017
Q1 | $211K | Hold |
4,712
| – | – | 0.18% | 98 |
|
|
2016
Q4 | $222K | Hold |
4,712
| – | – | 0.2% | 85 |
|
|
2016
Q3 | $178K | Hold |
4,712
| – | – | 0.16% | 105 |
|
|
2016
Q2 | $168K | Buy |
4,712
+543
| +13% | +$19.3K | 0.16% | 111 |
|
|
2016
Q1 | $139K | Buy |
+4,169
| New | +$139K | 0.13% | 139 |
|