Allworth Financial’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 | $10.3M | Buy |
238,765
+199,784
| +513% | +$8.59M | 0.05% | 195 |
|
|
2025
Q1 | $1.48M | Sell |
38,981
-2,945
| -7% | -$112K | 0.01% | 457 |
|
|
2024
Q4 | $1.97M | Sell |
41,926
-4,235
| -9% | -$199K | 0.01% | 401 |
|
|
2024
Q3 | $1.97M | Buy |
46,161
+1,970
| +4% | +$84.3K | 0.01% | 343 |
|
|
2024
Q2 | $1.87M | Buy |
44,191
+3,418
| +8% | +$145K | 0.01% | 342 |
|
|
2024
Q1 | $1.59M | Buy |
40,773
+3,277
| +9% | +$128K | 0.01% | 344 |
|
|
2023
Q4 | $1.38M | Buy |
37,496
+19,717
| +111% | +$728K | 0.01% | 362 |
|
|
2023
Q3 | $509K | Sell |
17,779
-6,245
| -26% | -$179K | ﹤0.01% | 487 |
|
|
2023
Q2 | $729K | Buy |
24,024
+2,771
| +13% | +$84.1K | 0.01% | 428 |
|
|
2023
Q1 | $725K | Sell |
21,253
-1,694
| -7% | -$57.8K | 0.01% | 397 |
|
|
2022
Q4 | $987K | Buy |
22,947
+1,161
| +5% | +$50K | 0.01% | 345 |
|
|
2022
Q3 | $949K | Sell |
21,786
-511
| -2% | -$22.3K | 0.01% | 335 |
|
|
2022
Q2 | $1.06M | Buy |
22,297
+19,447
| +682% | +$923K | 0.01% | 299 |
|
|
2022
Q1 | $162K | Sell |
2,850
-728
| -20% | -$41.4K | ﹤0.01% | 595 |
|
|
2021
Q4 | $209K | Buy |
3,578
+526
| +17% | +$30.7K | ﹤0.01% | 525 |
|
|
2021
Q3 | $179K | Buy |
3,052
+1,257
| +70% | +$73.7K | ﹤0.01% | 504 |
|
|
2021
Q2 | $100K | Buy |
1,795
+48
| +3% | +$2.67K | ﹤0.01% | 475 |
|
|
2021
Q1 | $102K | Sell |
1,747
-49
| -3% | -$2.86K | ﹤0.01% | 446 |
|
|
2020
Q4 | $86K | Buy |
1,796
+51
| +3% | +$2.44K | ﹤0.01% | 392 |
|
|
2020
Q3 | $66K | Sell |
1,745
-141
| -7% | -$5.33K | ﹤0.01% | 383 |
|
|
2020
Q2 | $71K | Sell |
1,886
-107
| -5% | -$4.03K | ﹤0.01% | 366 |
|
|
2020
Q1 | $61K | Buy |
1,993
+113
| +6% | +$3.46K | ﹤0.01% | 375 |
|
|
2019
Q4 | $106K | Hold |
1,880
| – | – | ﹤0.01% | 273 |
|
|
2019
Q3 | $100K | Buy |
1,880
+250
| +15% | +$13.3K | ﹤0.01% | 236 |
|
|
2019
Q2 | $80K | Hold |
1,630
| – | – | ﹤0.01% | 259 |
|
|
2019
Q1 | $76K | Sell |
1,630
-190
| -10% | -$8.86K | ﹤0.01% | 261 |
|
|
2018
Q4 | $79K | Buy |
1,820
+190
| +12% | +$8.25K | ﹤0.01% | 239 |
|
|
2018
Q3 | $79K | Hold |
1,630
| – | – | ﹤0.01% | 236 |
|
|
2018
Q2 | $82K | Hold |
1,630
| – | – | ﹤0.01% | 222 |
|
|
2018
Q1 | $85K | Hold |
1,630
| – | – | 0.01% | 188 |
|
|
2017
Q4 | $81K | Hold |
1,630
| – | – | 0.01% | 189 |
|
|
2017
Q3 | $77K | Hold |
1,630
| – | – | 0.01% | 188 |
|
|
2017
Q2 | $74K | Sell |
1,630
-38
| -2% | -$1.73K | 0.01% | 205 |
|
|
2017
Q1 | $75K | Buy |
1,668
+38
| +2% | +$1.71K | 0.01% | 192 |
|
|
2016
Q4 | $77K | Hold |
1,630
| – | – | 0.01% | 174 |
|
|
2016
Q3 | $61K | Hold |
1,630
| – | – | 0.01% | 197 |
|
|
2016
Q2 | $58K | Hold |
1,630
| – | – | 0.01% | 196 |
|
|
2016
Q1 | $54K | Hold |
1,630
| – | – | 0.01% | 207 |
|
|
2015
Q4 | $62K | Hold |
1,630
| – | – | 0.01% | 190 |
|
|
2015
Q3 | $58K | Hold |
1,630
| – | – | 0.02% | 196 |
|
|
2015
Q2 | $66K | Hold |
1,630
| – | – | 0.02% | 182 |
|
|
2015
Q1 | $64K | Buy |
+1,630
| New | +$64K | 0.02% | 184 |
|