Aspiriant LLC’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 | $500K | Buy |
11,637
+2,177
| +23% | +$93.6K | 0.02% | 197 |
|
|
2025
Q1 | $389K | Buy |
9,460
+317
| +3% | +$13K | 0.01% | 210 |
|
|
2024
Q4 | $397K | Buy |
9,143
+11
| +0.1% | +$477 | 0.01% | 210 |
|
|
2024
Q3 | $391K | Buy |
9,132
+14
| +0.2% | +$599 | 0.01% | 206 |
|
|
2024
Q2 | $354K | Sell |
9,118
-1,883
| -17% | -$73.2K | 0.01% | 214 |
|
|
2024
Q1 | $429K | Sell |
11,001
-1,914
| -15% | -$74.6K | 0.02% | 211 |
|
|
2023
Q4 | $477K | Sell |
12,915
-1,185
| -8% | -$43.8K | 0.02% | 194 |
|
|
2023
Q3 | $403K | Buy |
14,100
+2,060
| +17% | +$58.9K | 0.02% | 197 |
|
|
2023
Q2 | $365K | Buy |
12,040
+1,471
| +14% | +$44.6K | 0.02% | 204 |
|
|
2023
Q1 | $360K | Buy |
10,569
+180
| +2% | +$6.14K | 0.02% | 201 |
|
|
2022
Q4 | $447K | Buy |
10,389
+306
| +3% | +$13.2K | 0.02% | 184 |
|
|
2022
Q3 | $438K | Buy |
10,083
+411
| +4% | +$17.9K | 0.02% | 181 |
|
|
2022
Q2 | $459K | Buy |
9,672
+1,083
| +13% | +$51.4K | 0.02% | 171 |
|
|
2022
Q1 | $487K | Sell |
8,589
-849
| -9% | -$48.1K | 0.03% | 175 |
|
|
2021
Q4 | $553K | Sell |
9,438
-2,291
| -20% | -$134K | 0.03% | 171 |
|
|
2021
Q3 | $688K | Buy |
11,729
+362
| +3% | +$21.2K | 0.04% | 142 |
|
|
2021
Q2 | $629K | Buy |
11,367
+2,601
| +30% | +$144K | 0.04% | 144 |
|
|
2021
Q1 | $511K | Buy |
8,766
+107
| +1% | +$6.24K | 0.03% | 146 |
|
|
2020
Q4 | $415K | Sell |
8,659
-666
| -7% | -$31.9K | 0.03% | 155 |
|
|
2020
Q3 | $356K | Hold |
9,325
| – | – | 0.03% | 175 |
|
|
2020
Q2 | $350K | Sell |
9,325
-592
| -6% | -$22.2K | 0.03% | 151 |
|
|
2020
Q1 | $305K | Sell |
9,917
-307
| -3% | -$9.44K | 0.03% | 155 |
|
|
2019
Q4 | $576K | Buy |
10,224
+4,486
| +78% | +$253K | 0.05% | 127 |
|
|
2019
Q3 | $304K | Buy |
5,738
+97
| +2% | +$5.14K | 0.03% | 178 |
|
|
2019
Q2 | $275K | Hold |
5,641
| – | – | 0.02% | 190 |
|
|
2019
Q1 | $262K | Sell |
5,641
-961
| -15% | -$44.6K | 0.02% | 198 |
|
|
2018
Q4 | $285K | Sell |
6,602
-797
| -11% | -$34.4K | 0.02% | 190 |
|
|
2018
Q3 | $360K | Sell |
7,399
-723
| -9% | -$35.2K | 0.03% | 179 |
|
|
2018
Q2 | $410K | Buy |
8,122
+1,301
| +19% | +$65.7K | 0.04% | 177 |
|
|
2018
Q1 | $355K | Buy |
+6,821
| New | +$355K | 0.03% | 177 |
|
|
2017
Q2 | – | Sell |
-5,830
| Closed | -$260K | – | 227 |
|
|
2017
Q1 | $260K | Buy |
+5,830
| New | +$260K | 0.02% | 183 |
|