Atria Investments’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 | $5.86M | Buy |
136,310
+5,544
| +4% | +$238K | 0.07% | 330 |
|
|
2025
Q1 | $5.38M | Sell |
130,766
-3,004
| -2% | -$124K | 0.07% | 342 |
|
|
2024
Q4 | $5.8M | Buy |
133,770
+5,554
| +4% | +$241K | 0.07% | 307 |
|
|
2024
Q3 | $5.48M | Sell |
128,216
-4,334
| -3% | -$185K | 0.07% | 329 |
|
|
2024
Q2 | $5.15M | Buy |
132,550
+5,365
| +4% | +$208K | 0.07% | 326 |
|
|
2024
Q1 | $4.96M | Buy |
127,185
+19,924
| +19% | +$777K | 0.07% | 339 |
|
|
2023
Q4 | $3.96M | Sell |
107,261
-4,095
| -4% | -$151K | 0.06% | 354 |
|
|
2023
Q3 | $3.19M | Sell |
111,356
-19,408
| -15% | -$555K | 0.06% | 412 |
|
|
2023
Q2 | $3.97M | Sell |
130,764
-26,966
| -17% | -$818K | 0.07% | 336 |
|
|
2023
Q1 | $5.38M | Buy |
157,730
+1,071
| +0.7% | +$36.5K | 0.1% | 243 |
|
|
2022
Q4 | $6.74M | Buy |
156,659
+24,512
| +19% | +$1.05M | 0.14% | 188 |
|
|
2022
Q3 | $5.75M | Sell |
132,147
-6,365
| -5% | -$277K | 0.13% | 199 |
|
|
2022
Q2 | $6.57M | Buy |
138,512
+10,566
| +8% | +$501K | 0.14% | 184 |
|
|
2022
Q1 | $7.26M | Buy |
127,946
+18,225
| +17% | +$1.03M | 0.13% | 190 |
|
|
2021
Q4 | $6.42M | Buy |
109,721
+3,031
| +3% | +$177K | 0.11% | 218 |
|
|
2021
Q3 | $6.26M | Buy |
106,690
+11,654
| +12% | +$683K | 0.11% | 200 |
|
|
2021
Q2 | $5.27M | Buy |
95,036
+12,778
| +16% | +$709K | 0.1% | 229 |
|
|
2021
Q1 | $4.8M | Buy |
82,258
+22,054
| +37% | +$1.29M | 0.11% | 218 |
|
|
2020
Q4 | $2.89M | Buy |
60,204
+1,425
| +2% | +$68.3K | 0.07% | 309 |
|
|
2020
Q3 | $2.24M | Sell |
58,779
-8,501
| -13% | -$324K | 0.07% | 311 |
|
|
2020
Q2 | $2.53M | Sell |
67,280
-1,050
| -2% | -$39.4K | 0.09% | 266 |
|
|
2020
Q1 | $2.11M | Buy |
68,330
+17,717
| +35% | +$546K | 0.16% | 124 |
|
|
2019
Q4 | $2.85M | Buy |
50,613
+44,031
| +669% | +$2.48M | 0.08% | 229 |
|
|
2019
Q3 | $351K | Buy |
6,582
+368
| +6% | +$19.6K | 0.01% | 668 |
|
|
2019
Q2 | $287K | Sell |
6,214
-2,216
| -26% | -$102K | 0.01% | 759 |
|
|
2019
Q1 | $388K | Buy |
8,430
+2,100
| +33% | +$96.7K | 0.02% | 607 |
|
|
2018
Q4 | $274K | Sell |
6,330
-668
| -10% | -$28.9K | 0.01% | 680 |
|
|
2018
Q3 | $340K | Buy |
6,998
+2,314
| +49% | +$112K | 0.01% | 724 |
|
|
2018
Q2 | $236K | Sell |
4,684
-661
| -12% | -$33.3K | 0.01% | 826 |
|
|
2018
Q1 | $278K | Buy |
+5,345
| New | +$278K | 0.01% | 708 |
|
|
2016
Q4 | – | Sell |
-7,632
| Closed | -$288K | – | 676 |
|
|
2016
Q3 | $288K | Buy |
7,632
+44
| +0.6% | +$1.66K | 0.03% | 408 |
|
|
2016
Q2 | $269K | Sell |
7,588
-717
| -9% | -$25.4K | 0.03% | 380 |
|
|
2016
Q1 | $276K | Buy |
+8,305
| New | +$276K | 0.03% | 367 |
|
|
2015
Q3 | – | Sell |
-5,384
| Closed | -$217K | – | 407 |
|
|
2015
Q2 | $217K | Sell |
5,384
-146
| -3% | -$5.88K | 0.03% | 366 |
|
|
2015
Q1 | $216K | Buy |
+5,530
| New | +$216K | 0.02% | 377 |
|