AIA
Arbor Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
5,794
+64
| +1% | +$2.75K | 0.03% | 101 |
|
|
2025
Q1 | $236K | Buy |
5,730
+1,108
| +24% | +$45.6K | 0.03% | 97 |
|
|
2024
Q4 | $201K | Sell |
4,622
-79,069
| -94% | -$3.43M | 0.03% | 104 |
|
|
2024
Q3 | $3.58M | Buy |
+83,691
| New | +$3.58M | 0.47% | 25 |
|
|
2024
Q2 | – | Sell |
-84,445
| Closed | -$3.29M | – | 111 |
|
|
2024
Q1 | $3.29M | Hold |
84,445
| – | – | 0.48% | 24 |
|
|
2023
Q4 | $3.12M | Sell |
84,445
-1,134
| -1% | -$41.9K | 0.49% | 24 |
|
|
2023
Q3 | $2.45M | Buy |
85,579
+19,740
| +30% | +$565K | 0.43% | 27 |
|
|
2023
Q2 | $2M | Sell |
65,839
-1,812
| -3% | -$55K | 0.35% | 29 |
|
|
2023
Q1 | $2.31M | Sell |
67,651
-644
| -0.9% | -$22K | 0.42% | 27 |
|
|
2022
Q4 | $2.94M | Buy |
68,295
+59,698
| +694% | +$2.57M | 0.6% | 26 |
|
|
2022
Q3 | $374K | Sell |
8,597
-64,201
| -88% | -$2.79M | 0.09% | 48 |
|
|
2022
Q2 | $3.45M | Sell |
72,798
-1,526
| -2% | -$72.4K | 0.74% | 22 |
|
|
2022
Q1 | $4.21M | Buy |
74,324
+498
| +0.7% | +$28.2K | 0.8% | 21 |
|
|
2021
Q4 | $4.32M | Sell |
73,826
-447
| -0.6% | -$26.2K | 0.81% | 21 |
|
|
2021
Q3 | $4.36M | Sell |
74,273
-710
| -0.9% | -$41.6K | 0.88% | 21 |
|
|
2021
Q2 | $4.16M | Sell |
74,983
-288
| -0.4% | -$16K | 0.88% | 19 |
|
|
2021
Q1 | $4.39M | Sell |
75,271
-844
| -1% | -$49.2K | 0.99% | 18 |
|
|
2020
Q4 | $3.65M | Sell |
76,115
-596
| -0.8% | -$28.6K | 0.84% | 19 |
|
|
2020
Q3 | $2.92M | Buy |
76,711
+6
| +0% | +$228 | 0.76% | 19 |
|
|
2020
Q2 | $2.88M | Buy |
76,705
+5
| +0% | +$188 | 0.79% | 19 |
|
|
2020
Q1 | $2.37M | Sell |
76,700
-1,090
| -1% | -$33.6K | 0.78% | 18 |
|
|
2019
Q4 | $4.38M | Buy |
77,790
+110
| +0.1% | +$6.2K | 1.24% | 13 |
|
|
2019
Q3 | $4.15M | Sell |
77,680
-747
| -1% | -$39.9K | 1.26% | 13 |
|
|
2019
Q2 | $3.85M | Sell |
78,427
-1,261
| -2% | -$62K | 1.21% | 14 |
|
|
2019
Q1 | $3.71M | Buy |
79,688
+2,011
| +3% | +$93.6K | 1.18% | 14 |
|
|
2018
Q4 | $3.37M | Sell |
77,677
-948
| -1% | -$41.1K | 1.23% | 14 |
|
|
2018
Q3 | $3.82M | Sell |
78,625
-713
| -0.9% | -$34.6K | 1.42% | 13 |
|
|
2018
Q2 | $4M | Sell |
79,338
-452
| -0.6% | -$22.8K | 1.58% | 14 |
|
|
2018
Q1 | $4.15M | Sell |
79,790
-961
| -1% | -$50K | 1.73% | 11 |
|
|
2017
Q4 | $4.02M | Sell |
80,751
-1,450
| -2% | -$72.1K | 1.75% | 11 |
|
|
2017
Q3 | $3.86M | Sell |
82,201
-669
| -0.8% | -$31.4K | 1.8% | 11 |
|
|
2017
Q2 | $3.76M | Sell |
82,870
-498
| -0.6% | -$22.6K | 1.86% | 12 |
|
|
2017
Q1 | $3.73M | Sell |
83,368
-1,800
| -2% | -$80.5K | 1.91% | 12 |
|
|
2016
Q4 | $4.01M | Sell |
85,168
-3,187
| -4% | -$150K | 2.15% | 11 |
|
|
2016
Q3 | $3.33M | Sell |
88,355
-1,431
| -2% | -$54K | 1.82% | 12 |
|
|
2016
Q2 | $3.2M | Sell |
89,786
-500
| -0.6% | -$17.8K | 1.83% | 11 |
|
|
2016
Q1 | $3M | Hold |
90,286
| – | – | 1.81% | 11 |
|
|
2015
Q4 | $3.41M | Sell |
90,286
-545
| -0.6% | -$20.6K | 2.04% | 12 |
|
|
2015
Q3 | $3.23M | Buy |
90,831
+171
| +0.2% | +$6.09K | 2.03% | 12 |
|
|
2015
Q2 | $3.66M | Sell |
90,660
-2,027
| -2% | -$81.7K | 2.05% | 12 |
|
|
2015
Q1 | $3.61M | Sell |
92,687
-5,531
| -6% | -$216K | 2.01% | 12 |
|
|
2014
Q4 | $3.82M | Sell |
98,218
-6,000
| -6% | -$233K | 2.15% | 12 |
|
|
2014
Q3 | $3.88M | Buy |
104,218
+1,607
| +2% | +$59.8K | 2.17% | 12 |
|
|
2014
Q2 | $4.05M | Buy |
102,611
+6,966
| +7% | +$275K | 2.16% | 12 |
|
|
2014
Q1 | $3.84M | Sell |
95,645
-10,087
| -10% | -$405K | 2.2% | 11 |
|
|
2013
Q4 | $3.95M | Hold |
105,732
| – | – | 2.38% | 11 |
|
|
2013
Q3 | $3.57M | Sell |
105,732
-44,754
| -30% | -$1.51M | 2.31% | 11 |
|
|
2013
Q2 | $5.1M | Buy |
+150,486
| New | +$5.1M | 3.58% | 9 |
|