AssetMark Inc’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
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|
2025
Q1 | $4.72M | Buy |
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|
2024
Q4 | $3.98M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $844K | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $2.8M | Buy |
|
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|
2022
Q4 | $3.23M | Buy |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.23M | Buy |
|
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|
2021
Q4 | $690K | Buy |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $394K | Sell |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $180K | Sell |
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|
2019
Q4 | $894K | Buy |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $461K | Buy |
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|
2019
Q1 | $400K | Sell |
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|
2018
Q4 | $392K | Buy |
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|
2018
Q3 | $105K | Sell |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $132K | Sell |
|
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|
2017
Q4 | $155K | Sell |
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|
2017
Q3 | $152K | Buy |
|
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|
2017
Q2 | $146K | Buy |
|
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|
2017
Q1 | $124K | Sell |
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|
2016
Q4 | $194K | Buy |
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|
2016
Q3 | $143K | Buy |
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|
2016
Q2 | $125K | Buy |
|
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $0 | Buy |
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