Ameritas Investment Partners’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 | $531K | Sell |
12,360
-177
| -1% | -$7.61K | 0.02% | 821 |
|
|
2025
Q1 | $516K | Sell |
12,537
-398
| -3% | -$16.4K | 0.02% | 804 |
|
|
2024
Q4 | $561K | Sell |
12,935
-629
| -5% | -$27.3K | 0.02% | 790 |
|
|
2024
Q3 | $580K | Sell |
13,564
-517
| -4% | -$22.1K | 0.02% | 789 |
|
|
2024
Q2 | $547K | Sell |
14,081
-346
| -2% | -$13.4K | 0.02% | 777 |
|
|
2024
Q1 | $562K | Sell |
14,427
-452
| -3% | -$17.6K | 0.02% | 775 |
|
|
2023
Q4 | $549K | Sell |
14,879
-919
| -6% | -$33.9K | 0.02% | 771 |
|
|
2023
Q3 | $452K | Hold |
15,798
| – | – | 0.02% | 804 |
|
|
2023
Q2 | $479K | Sell |
15,798
-526
| -3% | -$16K | 0.02% | 779 |
|
|
2023
Q1 | $557K | Hold |
16,324
| – | – | 0.02% | 734 |
|
|
2022
Q4 | $797K | Hold |
16,324
| – | – | 0.03% | 659 |
|
|
2022
Q3 | $710K | Sell |
16,324
-336
| -2% | -$14.6K | 0.03% | 643 |
|
|
2022
Q2 | $790K | Sell |
16,660
-369
| -2% | -$17.5K | 0.03% | 628 |
|
|
2022
Q1 | $966K | Sell |
17,029
-1,095
| -6% | -$62.1K | 0.03% | 634 |
|
|
2021
Q4 | $1.06M | Sell |
18,124
-471
| -3% | -$27.6K | 0.04% | 615 |
|
|
2021
Q3 | $1.09M | Sell |
18,595
-390
| -2% | -$22.9K | 0.04% | 575 |
|
|
2021
Q2 | $1.05M | Sell |
18,985
-268
| -1% | -$14.9K | 0.04% | 604 |
|
|
2021
Q1 | $1.12M | Sell |
19,253
-967
| -5% | -$56.4K | 0.04% | 554 |
|
|
2020
Q4 | $968K | Sell |
20,220
-991
| -5% | -$47.4K | 0.04% | 554 |
|
|
2020
Q3 | $806K | Sell |
21,211
-1,080
| -5% | -$41K | 0.04% | 555 |
|
|
2020
Q2 | $837K | Sell |
22,291
-174
| -0.8% | -$6.53K | 0.04% | 528 |
|
|
2020
Q1 | $693K | Sell |
22,465
-704
| -3% | -$21.7K | 0.04% | 516 |
|
|
2019
Q4 | $1.3M | Buy |
23,169
+9,689
| +72% | +$545K | 0.06% | 410 |
|
|
2019
Q3 | $719K | Sell |
13,480
-343
| -2% | -$18.3K | 0.03% | 632 |
|
|
2019
Q2 | $679K | Buy |
13,823
+156
| +1% | +$7.66K | 0.03% | 663 |
|
|
2019
Q1 | $636K | Hold |
13,667
| – | – | 0.03% | 666 |
|
|
2018
Q4 | $592K | Sell |
13,667
-531
| -4% | -$23K | 0.03% | 650 |
|
|
2018
Q3 | $689K | Sell |
14,198
-599
| -4% | -$29.1K | 0.03% | 658 |
|
|
2018
Q2 | $746K | Sell |
14,797
-1,517
| -9% | -$76.5K | 0.04% | 635 |
|
|
2018
Q1 | $849K | Sell |
16,314
-763
| -4% | -$39.7K | 0.04% | 577 |
|
|
2017
Q4 | $849K | Sell |
17,077
-1,519
| -8% | -$75.5K | 0.04% | 602 |
|
|
2017
Q3 | $857K | Hold |
18,596
| – | – | 0.04% | 581 |
|
|
2017
Q2 | $844K | Hold |
18,596
| – | – | 0.04% | 592 |
|
|
2017
Q1 | $831K | Sell |
18,596
-876
| -4% | -$39.1K | 0.04% | 582 |
|
|
2016
Q4 | $916K | Hold |
19,472
| – | – | 0.05% | 547 |
|
|
2016
Q3 | $734K | Buy |
19,472
+3,244
| +20% | +$122K | 0.04% | 622 |
|
|
2016
Q2 | $578K | Buy |
16,228
+1,793
| +12% | +$63.9K | 0.04% | 527 |
|
|
2016
Q1 | $480K | Hold |
14,435
| – | – | 0.03% | 595 |
|
|
2015
Q4 | $546K | Sell |
14,435
-1,059
| -7% | -$40.1K | 0.04% | 508 |
|
|
2015
Q3 | $552K | Buy |
15,494
+1,808
| +13% | +$64.4K | 0.04% | 491 |
|
|
2015
Q2 | $552K | Buy |
13,686
+431
| +3% | +$17.4K | 0.04% | 545 |
|
|
2015
Q1 | $517K | Sell |
13,255
-66,600
| -83% | -$2.6M | 0.03% | 587 |
|
|
2014
Q4 | $3.11M | Hold |
79,855
| – | – | 0.21% | 101 |
|
|
2014
Q3 | $2.97M | Sell |
79,855
-981
| -1% | -$36.5K | 0.21% | 100 |
|
|
2014
Q2 | $3.19M | Hold |
80,836
| – | – | 0.23% | 91 |
|
|
2014
Q1 | $3.25M | Buy |
80,836
+12,815
| +19% | +$515K | 0.26% | 82 |
|
|
2013
Q4 | $2.54M | Buy |
68,021
+53,100
| +356% | +$1.98M | 0.2% | 118 |
|
|
2013
Q3 | $504K | Buy |
+14,921
| New | +$504K | 0.05% | 511 |
|