Aptus Capital 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 | $1.34M | Sell |
31,128
-151
| -0.5% | -$6.49K | 0.01% | 470 |
|
|
2025
Q1 | $1.29M | Buy |
31,279
+19
| +0.1% | +$782 | 0.01% | 455 |
|
|
2024
Q4 | $1.36M | Buy |
31,260
+6,678
| +27% | +$290K | 0.01% | 452 |
|
|
2024
Q3 | $1.05M | Buy |
24,582
+4,049
| +20% | +$173K | 0.02% | 400 |
|
|
2024
Q2 | $798K | Sell |
20,533
-29,996
| -59% | -$1.17M | 0.01% | 419 |
|
|
2024
Q1 | $1.97M | Buy |
50,529
+1,345
| +3% | +$52.4K | 0.04% | 293 |
|
|
2023
Q4 | $1.82M | Sell |
49,184
-3,195
| -6% | -$118K | 0.05% | 231 |
|
|
2023
Q3 | $1.5M | Buy |
52,379
+9
| +0% | +$257 | 0.04% | 255 |
|
|
2023
Q2 | $1.59M | Sell |
52,370
-4,343
| -8% | -$132K | 0.04% | 228 |
|
|
2023
Q1 | $1.93M | Sell |
56,713
-5,580
| -9% | -$190K | 0.05% | 216 |
|
|
2022
Q4 | $2.68M | Sell |
62,293
-230
| -0.4% | -$9.9K | 0.08% | 183 |
|
|
2022
Q3 | $2.72M | Buy |
62,523
+3,140
| +5% | +$137K | 0.07% | 166 |
|
|
2022
Q2 | $2.82M | Sell |
59,383
-2,683
| -4% | -$127K | 0.07% | 145 |
|
|
2022
Q1 | $3.52M | Buy |
62,066
+1,114
| +2% | +$63.2K | 0.09% | 122 |
|
|
2021
Q4 | $3.57M | Buy |
60,952
+7,180
| +13% | +$420K | 0.11% | 118 |
|
|
2021
Q3 | $3.15M | Buy |
53,772
+225
| +0.4% | +$13.2K | 0.08% | 107 |
|
|
2021
Q2 | $2.97M | Buy |
53,547
+887
| +2% | +$49.2K | 0.09% | 97 |
|
|
2021
Q1 | $3.07M | Buy |
52,660
+3,640
| +7% | +$212K | 0.11% | 78 |
|
|
2020
Q4 | $2.35M | Hold |
49,020
| – | – | 0.11% | 87 |
|
|
2020
Q3 | $1.87M | Sell |
49,020
-2,000
| -4% | -$76.1K | 0.1% | 93 |
|
|
2020
Q2 | $1.92M | Sell |
51,020
-3,700
| -7% | -$139K | 0.12% | 92 |
|
|
2020
Q1 | $1.69M | Buy |
54,720
+10,421
| +24% | +$321K | 0.15% | 100 |
|
|
2019
Q4 | $2.49M | Buy |
44,299
+22,231
| +101% | +$1.25M | 0.18% | 74 |
|
|
2019
Q3 | $1.18M | Sell |
22,068
-1,030
| -4% | -$54.9K | 0.07% | 137 |
|
|
2019
Q2 | $1.13M | Buy |
23,098
+847
| +4% | +$41.6K | 0.16% | 122 |
|
|
2019
Q1 | $1.04M | Buy |
+22,251
| New | +$1.04M | 0.18% | 110 |
|