Allworth Financial’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $729K | Buy |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $987K | Buy |
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|
2022
Q3 | $949K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $162K | Sell |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | $179K | Buy |
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|
2021
Q2 | $100K | Buy |
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|
2021
Q1 | $102K | Sell |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $71K | Sell |
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|
2020
Q1 | $61K | Buy |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $100K | Buy |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $76K | Sell |
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|
2018
Q4 | $79K | Buy |
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|
2018
Q3 | $79K | Hold |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $85K | Hold |
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|
2017
Q4 | $81K | Hold |
|
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|
2017
Q3 | $77K | Hold |
|
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|
2017
Q2 | $74K | Sell |
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|
2017
Q1 | $75K | Buy |
|
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|
2016
Q4 | $77K | Hold |
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|
2016
Q3 | $61K | Hold |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $54K | Hold |
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|
2015
Q4 | $62K | Hold |
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|
2015
Q3 | $58K | Hold |
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|
2015
Q2 | $66K | Hold |
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|
2015
Q1 | $64K | Buy |
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