Arax Advisory 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 | $445K | Sell |
10,343
-3,710
| -26% | -$159K | 0.02% | 416 |
|
|
2025
Q1 | $578K | Buy |
14,053
+6,690
| +91% | +$275K | 0.04% | 274 |
|
|
2024
Q4 | $319K | Buy |
7,363
+3,801
| +107% | +$165K | 0.02% | 392 |
|
|
2024
Q3 | $152K | Buy |
3,562
+58
| +2% | +$2.48K | 0.01% | 399 |
|
|
2024
Q2 | $136K | Buy |
3,504
+575
| +20% | +$22.3K | 0.01% | 410 |
|
|
2024
Q1 | $114K | Buy |
2,929
+101
| +4% | +$3.94K | 0.01% | 370 |
|
|
2023
Q4 | $104K | Sell |
2,828
-49
| -2% | -$1.81K | 0.01% | 369 |
|
|
2023
Q3 | $82.3K | Sell |
2,877
-63
| -2% | -$1.8K | 0.01% | 386 |
|
|
2023
Q2 | $89.2K | Buy |
2,940
+69
| +2% | +$2.09K | 0.01% | 363 |
|
|
2023
Q1 | $97.9K | Buy |
2,871
+6
| +0.2% | +$205 | 0.01% | 349 |
|
|
2022
Q4 | $123K | Sell |
2,865
-2,984
| -51% | -$128K | 0.02% | 302 |
|
|
2022
Q3 | $255K | Sell |
5,849
-3,334
| -36% | -$145K | 0.04% | 179 |
|
|
2022
Q2 | $436K | Buy |
9,183
+1
| +0% | +$47 | 0.07% | 102 |
|
|
2022
Q1 | $521K | Buy |
9,182
+5,067
| +123% | +$288K | 0.07% | 101 |
|
|
2021
Q4 | $241K | Buy |
4,115
+644
| +19% | +$37.7K | 0.03% | 223 |
|
|
2021
Q3 | $204K | Buy |
3,471
+1
| +0% | +$59 | 0.03% | 231 |
|
|
2021
Q2 | $193K | Buy |
+3,470
| New | +$193K | 0.03% | 237 |
|
|
2020
Q4 | $164K | Hold |
3,430
| – | – | 0.02% | 229 |
|
|
2020
Q3 | $131K | Hold |
3,430
| – | – | 0.02% | 236 |
|
|
2020
Q2 | $129K | Sell |
3,430
-2,000
| -37% | -$75.2K | 0.02% | 220 |
|
|
2020
Q1 | $167K | Hold |
5,430
| – | – | 0.04% | 172 |
|
|
2019
Q4 | $306K | Hold |
5,430
| – | – | 0.09% | 99 |
|
|
2019
Q3 | $290K | Buy |
5,430
+1,003
| +23% | +$53.6K | 0.09% | 104 |
|
|
2019
Q2 | $217K | Buy |
+4,427
| New | +$217K | 0.07% | 133 |
|
|
2018
Q4 | $130K | Hold |
3,000
| – | – | 0.05% | 155 |
|
|
2018
Q3 | $146K | Buy |
3,000
+2,932
| +4,312% | +$143K | 0.06% | 150 |
|
|
2018
Q2 | $3K | Buy |
68
+11
| +19% | +$485 | ﹤0.01% | 427 |
|
|
2018
Q1 | $2K | Buy |
57
+18
| +46% | +$632 | ﹤0.01% | 436 |
|
|
2017
Q4 | $1K | Sell |
39
-21
| -35% | -$538 | ﹤0.01% | 454 |
|
|
2017
Q3 | $2K | Sell |
60
-2,979
| -98% | -$99.3K | ﹤0.01% | 428 |
|
|
2017
Q2 | $138K | Buy |
3,039
+3,000
| +7,692% | +$136K | 0.07% | 128 |
|
|
2017
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 516 |
|
|
2016
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 488 |
|