SAI
Systematic Alpha Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Hold |
233,937
| – | – | 0.36% | 50 |
|
|
2025
Q1 | $9.63M | Hold |
233,937
| – | – | 0.37% | 47 |
|
|
2024
Q4 | $10.1M | Hold |
233,937
| – | – | 0.37% | 49 |
|
|
2024
Q3 | $10M | Hold |
233,937
| – | – | 0.37% | 49 |
|
|
2024
Q2 | $9.09M | Hold |
233,937
| – | – | 0.35% | 50 |
|
|
2024
Q1 | $9.12M | Hold |
233,937
| – | – | 0.37% | 52 |
|
|
2023
Q4 | $8.64M | Hold |
233,937
| – | – | 0.39% | 47 |
|
|
2023
Q3 | $6.69M | Hold |
233,937
| – | – | 0.33% | 54 |
|
|
2023
Q2 | $7.1M | Hold |
233,937
| – | – | 0.34% | 52 |
|
|
2023
Q1 | $7.98M | Hold |
233,937
| – | – | 0.42% | 48 |
|
|
2022
Q4 | $10.1M | Hold |
233,937
| – | – | 0.51% | 44 |
|
|
2022
Q3 | $10.2M | Hold |
233,937
| – | – | 0.61% | 39 |
|
|
2022
Q2 | $11.1M | Hold |
233,937
| – | – | 0.63% | 41 |
|
|
2022
Q1 | $13.3M | Hold |
233,937
| – | – | 0.65% | 39 |
|
|
2021
Q4 | $13.7M | Hold |
233,937
| – | – | 0.64% | 39 |
|
|
2021
Q3 | $14.8M | Sell |
233,937
-156
| -0.1% | -$9.9K | 0.65% | 37 |
|
|
2021
Q2 | $13.6M | Buy |
234,093
+14,735
| +7% | +$854K | 0.62% | 38 |
|
|
2021
Q1 | $12.8M | Buy |
219,358
+60,200
| +38% | +$3.51M | 0.82% | 33 |
|
|
2020
Q4 | $7.63M | Buy |
+159,158
| New | +$7.63M | 0.83% | 40 |
|