Abacus Planning Group’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 | $336K | Sell |
7,823
-421
| -5% | -$18.1K | 0.05% | 167 |
|
|
2025
Q1 | $339K | Buy |
8,244
+76
| +0.9% | +$3.13K | 0.06% | 154 |
|
|
2024
Q4 | $354K | Hold |
8,168
| – | – | 0.06% | 146 |
|
|
2024
Q3 | $349K | Buy |
8,168
+199
| +2% | +$8.51K | 0.06% | 153 |
|
|
2024
Q2 | $310K | Buy |
7,969
+53
| +0.7% | +$2.06K | 0.06% | 150 |
|
|
2024
Q1 | $309K | Sell |
7,916
-1,842
| -19% | -$71.8K | 0.06% | 147 |
|
|
2023
Q4 | $360K | Sell |
9,758
-367
| -4% | -$13.6K | 0.08% | 128 |
|
|
2023
Q3 | $290K | Buy |
10,125
+53
| +0.5% | +$1.52K | 0.07% | 138 |
|
|
2023
Q2 | $306K | Buy |
10,072
+365
| +4% | +$11.1K | 0.07% | 136 |
|
|
2023
Q1 | $331K | Buy |
9,707
+1,926
| +25% | +$65.7K | 0.09% | 124 |
|
|
2022
Q4 | $335K | Sell |
7,781
-174
| -2% | -$7.49K | 0.09% | 128 |
|
|
2022
Q3 | $346K | Sell |
7,955
-201
| -2% | -$8.74K | 0.1% | 122 |
|
|
2022
Q2 | $387K | Sell |
8,156
-336
| -4% | -$15.9K | 0.11% | 114 |
|
|
2022
Q1 | $481K | Sell |
8,492
-94
| -1% | -$5.32K | 0.13% | 117 |
|
|
2021
Q4 | $503K | Buy |
8,586
+1,414
| +20% | +$82.8K | 0.13% | 111 |
|
|
2021
Q3 | $421K | Buy |
7,172
+94
| +1% | +$5.52K | 0.13% | 113 |
|
|
2021
Q2 | $393K | Hold |
7,078
| – | – | 0.12% | 117 |
|
|
2021
Q1 | $413K | Sell |
7,078
-133
| -2% | -$7.76K | 0.13% | 110 |
|
|
2020
Q4 | $346K | Hold |
7,211
| – | – | 0.11% | 119 |
|
|
2020
Q3 | $274K | Buy |
7,211
+214
| +3% | +$8.13K | 0.1% | 125 |
|
|
2020
Q2 | $263K | Sell |
6,997
-896
| -11% | -$33.7K | 0.11% | 126 |
|
|
2020
Q1 | $243K | Sell |
7,893
-2,211
| -22% | -$68.1K | 0.12% | 119 |
|
|
2019
Q4 | $569K | Buy |
10,104
+2,391
| +31% | +$135K | 0.26% | 78 |
|
|
2019
Q3 | $412K | Sell |
7,713
-57
| -0.7% | -$3.05K | 0.2% | 90 |
|
|
2019
Q2 | $382K | Buy |
7,770
+156
| +2% | +$7.67K | 0.23% | 96 |
|
|
2019
Q1 | $354K | Buy |
7,614
+2,000
| +36% | +$93K | 0.22% | 97 |
|
|
2018
Q4 | $243K | Buy |
5,614
+208
| +4% | +$9K | 0.18% | 116 |
|
|
2018
Q3 | $262K | Hold |
5,406
| – | – | 0.18% | 118 |
|
|
2018
Q2 | $272K | Hold |
5,406
| – | – | 0.2% | 112 |
|
|
2018
Q1 | $281K | Sell |
5,406
-422
| -7% | -$21.9K | 0.23% | 97 |
|
|
2017
Q4 | $290K | Buy |
+5,828
| New | +$290K | 0.29% | 76 |
|