Aprio Wealth Management’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 | $358K | Buy |
8,338
+1,299
| +18% | +$55.8K | 0.04% | 246 |
|
|
2025
Q1 | $290K | Sell |
7,039
-47
| -0.7% | -$1.93K | 0.04% | 274 |
|
|
2024
Q4 | $307K | Buy |
7,086
+300
| +4% | +$13K | 0.04% | 206 |
|
|
2024
Q3 | $290K | Sell |
6,786
-18
| -0.3% | -$770 | 0.05% | 203 |
|
|
2024
Q2 | $264K | Sell |
6,804
-482
| -7% | -$18.7K | 0.05% | 192 |
|
|
2024
Q1 | $284K | Sell |
7,286
-324
| -4% | -$12.6K | 0.06% | 165 |
|
|
2023
Q4 | $281K | Sell |
7,610
-1,272
| -14% | -$47K | 0.06% | 145 |
|
|
2023
Q3 | $254K | Sell |
8,882
-1,319
| -13% | -$37.7K | 0.07% | 131 |
|
|
2023
Q2 | $310K | Sell |
10,201
-1,154
| -10% | -$35K | 0.08% | 103 |
|
|
2023
Q1 | $387K | Sell |
11,355
-9,173
| -45% | -$313K | 0.12% | 82 |
|
|
2022
Q4 | $883K | Sell |
20,528
-796
| -4% | -$34.3K | 0.31% | 43 |
|
|
2022
Q3 | $928K | Sell |
21,324
-899
| -4% | -$39.1K | 0.37% | 35 |
|
|
2022
Q2 | $1.05M | Buy |
22,223
+180
| +0.8% | +$8.54K | 0.42% | 32 |
|
|
2022
Q1 | $1.25M | Sell |
22,043
-88
| -0.4% | -$4.99K | 0.48% | 34 |
|
|
2021
Q4 | $1.3M | Sell |
22,131
-647
| -3% | -$37.9K | 0.54% | 32 |
|
|
2021
Q3 | $1.34M | Sell |
22,778
-20
| -0.1% | -$1.17K | 0.61% | 31 |
|
|
2021
Q2 | $1.27M | Buy |
+22,798
| New | +$1.27M | 0.6% | 29 |
|
|
2020
Q4 | $652K | Sell |
13,601
-904
| -6% | -$43.3K | 0.43% | 27 |
|
|
2020
Q3 | $552K | Sell |
14,505
-7,141
| -33% | -$272K | 0.39% | 34 |
|
|
2020
Q2 | $813K | Sell |
21,646
-1,128
| -5% | -$42.4K | 0.78% | 26 |
|
|
2020
Q1 | $702K | Sell |
22,774
-399
| -2% | -$12.3K | 0.89% | 25 |
|
|
2019
Q4 | $1.31M | Buy |
+23,173
| New | +$1.31M | 0.96% | 21 |
|