Ameritas Advisory Services’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 | $182K | Buy |
+4,222
| New | +$182K | 0.01% | 775 |
|
|
2025
Q1 | – | Sell |
-5,795
| Closed | -$251K | – | 906 |
|
|
2024
Q4 | $251K | Buy |
+5,795
| New | +$251K | 0.01% | 767 |
|
|
2023
Q2 | – | Sell |
-6,461
| Closed | -$218K | – | 2328 |
|
|
2023
Q1 | $218K | Sell |
6,461
-1,754
| -21% | -$59.2K | 0.01% | 739 |
|
|
2022
Q4 | $353K | Buy |
8,215
+1,810
| +28% | +$77.9K | 0.02% | 655 |
|
|
2022
Q3 | $279K | Buy |
6,405
+281
| +5% | +$12.2K | 0.02% | 609 |
|
|
2022
Q2 | $290K | Buy |
6,124
+345
| +6% | +$16.3K | 0.02% | 632 |
|
|
2022
Q1 | $328K | Sell |
5,779
-48
| -0.8% | -$2.72K | 0.01% | 636 |
|
|
2021
Q4 | $341K | Buy |
+5,827
| New | +$341K | 0.01% | 609 |
|