AE Wealth Management’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 | $21.2M | Buy |
494,280
+10,891
| +2% | +$468K | 0.16% | 151 |
|
|
2025
Q1 | $19.9M | Buy |
483,389
+54,008
| +13% | +$2.22M | 0.17% | 149 |
|
|
2024
Q4 | $18.6M | Buy |
429,381
+19,040
| +5% | +$826K | 0.16% | 150 |
|
|
2024
Q3 | $17.6M | Sell |
410,341
-3,920
| -0.9% | -$168K | 0.16% | 149 |
|
|
2024
Q2 | $16.1M | Buy |
414,261
+31,689
| +8% | +$1.23M | 0.16% | 150 |
|
|
2024
Q1 | $14.9M | Sell |
382,572
-143,939
| -27% | -$5.61M | 0.17% | 166 |
|
|
2023
Q4 | $19.9M | Sell |
526,511
-9,715
| -2% | -$368K | 0.1% | 226 |
|
|
2023
Q3 | $15.3M | Sell |
536,226
-36,102
| -6% | -$1.03M | 0.09% | 255 |
|
|
2023
Q2 | $17.4M | Buy |
572,328
+122,751
| +27% | +$3.73M | 0.1% | 233 |
|
|
2023
Q1 | $15.3M | Buy |
449,577
+379,301
| +540% | +$12.9M | 0.1% | 245 |
|
|
2022
Q4 | $3.02M | Sell |
70,276
-1,299
| -2% | -$55.9K | 0.02% | 613 |
|
|
2022
Q3 | $3.12M | Sell |
71,575
-168,240
| -70% | -$7.32M | 0.02% | 557 |
|
|
2022
Q2 | $11.4M | Buy |
239,815
+77,748
| +48% | +$3.69M | 0.09% | 248 |
|
|
2022
Q1 | $9.19M | Buy |
162,067
+29,186
| +22% | +$1.65M | 0.06% | 300 |
|
|
2021
Q4 | $7.78M | Buy |
132,881
+19,705
| +17% | +$1.15M | 0.05% | 320 |
|
|
2021
Q3 | $6.64M | Buy |
113,176
+16,859
| +18% | +$989K | 0.05% | 315 |
|
|
2021
Q2 | $5.35M | Buy |
96,317
+23,285
| +32% | +$1.29M | 0.05% | 348 |
|
|
2021
Q1 | $4.26M | Buy |
73,032
+10,645
| +17% | +$621K | 0.04% | 356 |
|
|
2020
Q4 | $2.99M | Sell |
62,387
-4,627
| -7% | -$222K | 0.03% | 378 |
|
|
2020
Q3 | $2.55M | Sell |
67,014
-12,577
| -16% | -$479K | 0.04% | 368 |
|
|
2020
Q2 | $2.99M | Buy |
79,591
+11,451
| +17% | +$430K | 0.05% | 308 |
|
|
2020
Q1 | $2.1M | Buy |
68,140
+31,840
| +88% | +$982K | 0.05% | 297 |
|
|
2019
Q4 | $2.04M | Buy |
36,300
+20,339
| +127% | +$1.15M | 0.04% | 337 |
|
|
2019
Q3 | $852K | Buy |
15,961
+531
| +3% | +$28.3K | 0.02% | 488 |
|
|
2019
Q2 | $758K | Buy |
15,430
+5,400
| +54% | +$265K | 0.02% | 475 |
|
|
2019
Q1 | $467K | Buy |
+10,030
| New | +$467K | 0.03% | 355 |
|