Ancora Advisors’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 | $8.3K | Buy |
193
+64
| +50% | +$2.75K | ﹤0.01% | 1389 |
|
2025
Q1 | $5.31K | Hold |
129
| – | – | ﹤0.01% | 1405 |
|
2024
Q4 | $5.6K | Buy |
129
+61
| +90% | +$2.65K | ﹤0.01% | 1424 |
|
2024
Q3 | $2.91K | Buy |
68
+8
| +13% | +$342 | ﹤0.01% | 1486 |
|
2024
Q2 | $2.33K | Hold |
60
| – | – | ﹤0.01% | 1503 |
|
2024
Q1 | $2.34K | Hold |
60
| – | – | ﹤0.01% | 1492 |
|
2023
Q4 | $2.22K | Hold |
60
| – | – | ﹤0.01% | 1429 |
|
2023
Q3 | $1.72K | Hold |
60
| – | – | ﹤0.01% | 1458 |
|
2023
Q2 | $1.82K | Hold |
60
| – | – | ﹤0.01% | 1457 |
|
2023
Q1 | $2.05K | Sell |
60
-257
| -81% | -$8.76K | ﹤0.01% | 1483 |
|
2022
Q4 | $13K | Buy |
317
+52
| +20% | +$2.13K | ﹤0.01% | 1247 |
|
2022
Q3 | $12K | Sell |
265
-20
| -7% | -$906 | ﹤0.01% | 1416 |
|
2022
Q2 | $14K | Sell |
285
-180
| -39% | -$8.84K | ﹤0.01% | 1479 |
|
2022
Q1 | $26K | Hold |
465
| – | – | ﹤0.01% | 1445 |
|
2021
Q4 | $27K | Hold |
465
| – | – | ﹤0.01% | 1475 |
|
2021
Q3 | $27K | Sell |
465
-81
| -15% | -$4.7K | ﹤0.01% | 1366 |
|
2021
Q2 | $30K | Buy |
546
+319
| +141% | +$17.5K | ﹤0.01% | 1213 |
|
2021
Q1 | $13K | Buy |
227
+22
| +11% | +$1.26K | ﹤0.01% | 1367 |
|
2020
Q4 | $10K | Sell |
205
-266
| -56% | -$13K | ﹤0.01% | 1184 |
|
2020
Q3 | $18K | Buy |
471
+107
| +29% | +$4.09K | ﹤0.01% | 1011 |
|
2020
Q2 | $14K | Hold |
364
| – | – | ﹤0.01% | 1025 |
|
2020
Q1 | $11K | Buy |
+364
| New | +$11K | ﹤0.01% | 1118 |
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$485K | – | 1127 |
|
2018
Q3 | $485K | Hold |
10,000
| – | – | 0.02% | 494 |
|
2018
Q2 | $504K | Hold |
10,000
| – | – | 0.02% | 479 |
|
2018
Q1 | $520K | Buy |
+10,000
| New | +$520K | 0.02% | 458 |
|
2017
Q4 | – | Sell |
-10,000
| Closed | -$469K | – | 673 |
|
2017
Q3 | $469K | Hold |
10,000
| – | – | 0.03% | 468 |
|
2017
Q2 | $454K | Buy |
+10,000
| New | +$454K | 0.03% | 441 |
|
2014
Q4 | – | Sell |
-10,000
| Closed | -$372K | – | 512 |
|
2014
Q3 | $372K | Sell |
10,000
-1,000
| -9% | -$37.2K | 0.05% | 338 |
|
2014
Q2 | $434K | Hold |
11,000
| – | – | 0.06% | 328 |
|
2014
Q1 | $442K | Hold |
11,000
| – | – | 0.06% | 304 |
|
2013
Q4 | $411K | Hold |
11,000
| – | – | 0.06% | 283 |
|
2013
Q3 | $371K | Hold |
11,000
| – | – | 0.06% | 284 |
|
2013
Q2 | $373K | Buy |
+11,000
| New | +$373K | 0.06% | 281 |
|