Advisory Services Network’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 | $6.12M | Sell |
140,086
-14,858
| -10% | -$649K | 0.1% | 220 |
|
|
2025
Q1 | $6.38M | Buy |
154,944
+3,517
| +2% | +$145K | 0.12% | 188 |
|
|
2024
Q4 | $6.57M | Sell |
151,427
-28,470
| -16% | -$1.24M | 0.12% | 180 |
|
|
2024
Q3 | $6.99M | Hold |
179,897
| – | – | 0.14% | 152 |
|
|
2024
Q2 | $6.99M | Buy |
179,897
+64,673
| +56% | +$2.51M | 0.14% | 152 |
|
|
2024
Q1 | $4.49M | Sell |
115,224
-54,117
| -32% | -$2.11M | 0.1% | 226 |
|
|
2023
Q4 | $6.25M | Sell |
169,341
-2,157
| -1% | -$79.6K | 0.15% | 142 |
|
|
2023
Q3 | $4.91M | Buy |
171,498
+49,565
| +41% | +$1.42M | 0.13% | 174 |
|
|
2023
Q2 | $3.7M | Buy |
121,933
+18,330
| +18% | +$556K | 0.1% | 242 |
|
|
2023
Q1 | $3.53M | Sell |
103,603
-6,745
| -6% | -$230K | 0.1% | 246 |
|
|
2022
Q4 | $4.75M | Buy |
110,348
+8,369
| +8% | +$360K | 0.15% | 164 |
|
|
2022
Q3 | $4.44M | Buy |
101,979
+7,773
| +8% | +$338K | 0.16% | 156 |
|
|
2022
Q2 | $4.47M | Buy |
94,206
+5,883
| +7% | +$279K | 0.15% | 166 |
|
|
2022
Q1 | $5.01M | Buy |
88,323
+11,895
| +16% | +$674K | 0.15% | 166 |
|
|
2021
Q4 | $4.47M | Sell |
76,428
-4,265
| -5% | -$250K | 0.13% | 187 |
|
|
2021
Q3 | $4.73M | Sell |
80,693
-48,199
| -37% | -$2.83M | 0.15% | 173 |
|
|
2021
Q2 | $7.15M | Buy |
128,892
+7,280
| +6% | +$404K | 0.23% | 93 |
|
|
2021
Q1 | $7.09M | Buy |
121,612
+9,377
| +8% | +$547K | 0.26% | 79 |
|
|
2020
Q4 | $5.38M | Buy |
112,235
+2,781
| +3% | +$133K | 0.22% | 105 |
|
|
2020
Q3 | $4.16M | Buy |
109,454
+254
| +0.2% | +$9.66K | 0.2% | 128 |
|
|
2020
Q2 | $4.1M | Sell |
109,200
-16
| -0% | -$601 | 0.23% | 115 |
|
|
2020
Q1 | $3.37M | Buy |
109,216
+22,259
| +26% | +$687K | 0.22% | 109 |
|
|
2019
Q4 | $4.9M | Buy |
86,957
+36,848
| +74% | +$2.08M | 0.26% | 88 |
|
|
2019
Q3 | $2.46M | Hold |
50,109
| – | – | 0.15% | 169 |
|
|
2019
Q2 | $2.46M | Buy |
50,109
+319
| +0.6% | +$15.7K | 0.15% | 169 |
|
|
2019
Q1 | $2.32M | Buy |
49,790
+12,729
| +34% | +$592K | 0.16% | 164 |
|
|
2018
Q4 | $1.61M | Sell |
37,061
-1,627
| -4% | -$70.5K | 0.14% | 193 |
|
|
2018
Q3 | $1.88M | Buy |
38,688
+579
| +2% | +$28.1K | 0.14% | 200 |
|
|
2018
Q2 | $1.95M | Sell |
38,109
-1,970
| -5% | -$101K | 0.15% | 181 |
|
|
2018
Q1 | $2.09M | Sell |
40,079
-1,093
| -3% | -$56.9K | 0.17% | 152 |
|
|
2017
Q4 | $2.05M | Buy |
41,172
+18,275
| +80% | +$909K | 0.18% | 140 |
|
|
2017
Q3 | $1.08M | Sell |
22,897
-2,233
| -9% | -$105K | 0.12% | 220 |
|
|
2017
Q2 | $1.14M | Sell |
25,130
-10,965
| -30% | -$498K | 0.15% | 186 |
|
|
2017
Q1 | $1.61M | Buy |
+36,095
| New | +$1.61M | 0.23% | 98 |
|
|
2016
Q3 | $852K | Buy |
22,599
+19,176
| +560% | +$723K | 0.16% | 164 |
|
|
2016
Q2 | $122K | Sell |
3,423
-574
| -14% | -$20.5K | 0.03% | 560 |
|
|
2016
Q1 | $133K | Buy |
3,997
+361
| +10% | +$12K | 0.04% | 457 |
|
|
2015
Q4 | $137K | Sell |
3,636
-2,994
| -45% | -$113K | 0.04% | 387 |
|
|
2015
Q3 | $236K | Sell |
6,630
-1,449
| -18% | -$51.6K | 0.07% | 260 |
|
|
2015
Q2 | $331K | Sell |
8,079
-3,235
| -29% | -$133K | 0.1% | 223 |
|
|
2015
Q1 | $444K | Buy |
11,314
+2,603
| +30% | +$102K | 0.12% | 183 |
|
|
2014
Q4 | $312K | Sell |
8,711
-201
| -2% | -$7.2K | 0.1% | 202 |
|
|
2014
Q3 | $332K | Buy |
+8,912
| New | +$332K | 0.12% | 190 |
|
|
2014
Q1 | – | Sell |
-2,174
| Closed | -$81K | – | 739 |
|
|
2013
Q4 | $81K | Buy |
+2,174
| New | +$81K | 0.04% | 266 |
|