AP
Advisor Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.26M | Sell |
47,545
-764
| -2% | -$36.2K | 0.16% | 130 |
|
|
2022
Q1 | $2.74M | Buy |
48,309
+2,510
| +5% | +$142K | 0.17% | 112 |
|
|
2021
Q4 | $2.68M | Buy |
45,799
+736
| +2% | +$43.1K | 0.16% | 118 |
|
|
2021
Q3 | $2.64M | Sell |
45,063
-2,024
| -4% | -$119K | 0.18% | 107 |
|
|
2021
Q2 | $2.61M | Buy |
47,087
+1,034
| +2% | +$57.4K | 0.17% | 115 |
|
|
2021
Q1 | $2.69M | Sell |
46,053
-818
| -2% | -$47.7K | 0.19% | 102 |
|
|
2020
Q4 | $2.25M | Sell |
46,871
-129
| -0.3% | -$6.18K | 0.17% | 121 |
|
|
2020
Q3 | $1.79M | Buy |
47,000
+1,997
| +4% | +$76K | 0.15% | 133 |
|
|
2020
Q2 | $1.69M | Buy |
45,003
+3,662
| +9% | +$138K | 0.16% | 132 |
|
|
2020
Q1 | $1.28M | Sell |
41,341
-8,369
| -17% | -$258K | 0.15% | 137 |
|
|
2019
Q4 | $2.74M | Buy |
49,710
+26,102
| +111% | +$1.44M | 0.28% | 74 |
|
|
2019
Q3 | $1.26M | Buy |
23,608
+3,087
| +15% | +$165K | 0.15% | 147 |
|
|
2019
Q2 | $1.01M | Buy |
20,521
+103
| +0.5% | +$5.06K | 0.12% | 167 |
|
|
2019
Q1 | $950K | Buy |
20,418
+495
| +2% | +$23K | 0.12% | 165 |
|
|
2018
Q4 | $863K | Buy |
19,923
+816
| +4% | +$35.3K | 0.14% | 160 |
|
|
2018
Q3 | $927K | Buy |
19,107
+69
| +0.4% | +$3.35K | 0.12% | 167 |
|
|
2018
Q2 | $960K | Buy |
19,038
+1,163
| +7% | +$58.6K | 0.16% | 141 |
|
|
2018
Q1 | $930K | Buy |
17,875
+552
| +3% | +$28.7K | 0.17% | 131 |
|
|
2017
Q4 | $949K | Buy |
17,323
+2,011
| +13% | +$110K | 0.17% | 134 |
|
|
2017
Q3 | $719K | Buy |
15,312
+2,012
| +15% | +$94.5K | 0.14% | 160 |
|
|
2017
Q2 | $604K | Buy |
13,300
+1,229
| +10% | +$55.8K | 0.14% | 179 |
|
|
2017
Q1 | $540K | Buy |
12,071
+1,842
| +18% | +$82.4K | 0.14% | 175 |
|
|
2016
Q4 | $481K | Buy |
10,229
+886
| +9% | +$41.7K | 0.14% | 171 |
|
|
2016
Q3 | $352K | Buy |
9,343
+262
| +3% | +$9.87K | 0.12% | 205 |
|
|
2016
Q2 | $323K | Buy |
9,081
+843
| +10% | +$30K | 0.11% | 216 |
|
|
2016
Q1 | $274K | Buy |
8,238
+135
| +2% | +$4.49K | 0.1% | 237 |
|
|
2015
Q4 | $306K | Sell |
8,103
-903
| -10% | -$34.1K | 0.1% | 200 |
|
|
2015
Q3 | $321K | Buy |
9,006
+950
| +12% | +$33.9K | 0.13% | 186 |
|
|
2015
Q2 | $315K | Buy |
8,056
+267
| +3% | +$10.4K | 0.12% | 215 |
|
|
2015
Q1 | $304K | Sell |
7,789
-265
| -3% | -$10.3K | 0.13% | 211 |
|
|
2014
Q4 | $312K | Buy |
8,054
+775
| +11% | +$30K | 0.14% | 194 |
|
|
2014
Q3 | $271K | Sell |
7,279
-95
| -1% | -$3.54K | 0.16% | 165 |
|
|
2014
Q2 | $291K | Buy |
7,374
+98
| +1% | +$3.87K | 0.14% | 194 |
|
|
2014
Q1 | $292K | Buy |
7,276
+446
| +7% | +$17.9K | 0.16% | 181 |
|
|
2013
Q4 | $255K | Buy |
6,830
+479
| +8% | +$17.9K | 0.15% | 195 |
|
|
2013
Q3 | $214K | Buy |
+6,351
| New | +$214K | 0.15% | 201 |
|