Avantax Advisory Services’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 | $7.87M | Buy |
182,978
+18,057
| +11% | +$776K | 0.04% | 324 |
|
|
2025
Q1 | $6.79M | Buy |
164,921
+6,511
| +4% | +$268K | 0.04% | 330 |
|
|
2024
Q4 | $6.87M | Buy |
158,410
+15,842
| +11% | +$687K | 0.04% | 310 |
|
|
2024
Q3 | $6.1M | Buy |
142,568
+3,822
| +3% | +$163K | 0.04% | 337 |
|
|
2024
Q2 | $5.39M | Buy |
138,746
+19,428
| +16% | +$755K | 0.04% | 347 |
|
|
2024
Q1 | $4.65M | Buy |
119,318
+1,860
| +2% | +$72.5K | 0.04% | 320 |
|
|
2023
Q4 | $4.34M | Buy |
117,458
+10,802
| +10% | +$399K | 0.04% | 305 |
|
|
2023
Q3 | $3.05M | Buy |
106,656
+21,629
| +25% | +$619K | 0.03% | 355 |
|
|
2023
Q2 | $2.58M | Buy |
85,027
+46,930
| +123% | +$1.42M | 0.03% | 384 |
|
|
2023
Q1 | $1.3M | Buy |
38,097
+3,658
| +11% | +$125K | 0.02% | 574 |
|
|
2022
Q4 | $1.48M | Buy |
34,439
+599
| +2% | +$25.8K | 0.02% | 504 |
|
|
2022
Q3 | $1.47M | Buy |
33,840
+2,597
| +8% | +$113K | 0.02% | 447 |
|
|
2022
Q2 | $1.48M | Sell |
31,243
-245
| -0.8% | -$11.6K | 0.02% | 447 |
|
|
2022
Q1 | $1.78M | Buy |
31,488
+2,800
| +10% | +$159K | 0.02% | 403 |
|
|
2021
Q4 | $1.68M | Buy |
28,688
+7,586
| +36% | +$444K | 0.03% | 398 |
|
|
2021
Q3 | $1.24M | Sell |
21,102
-5,406
| -20% | -$318K | 0.02% | 430 |
|
|
2021
Q2 | $1.47M | Buy |
26,508
+2,401
| +10% | +$133K | 0.03% | 396 |
|
|
2021
Q1 | $1.41M | Sell |
24,107
-4,137
| -15% | -$242K | 0.03% | 363 |
|
|
2020
Q4 | $1.36M | Sell |
28,244
-30,948
| -52% | -$1.48M | 0.03% | 338 |
|
|
2020
Q3 | $2.25M | Buy |
59,192
+24,430
| +70% | +$929K | 0.04% | 343 |
|
|
2020
Q2 | $1.31M | Buy |
34,762
+4,164
| +14% | +$157K | 0.04% | 297 |
|
|
2020
Q1 | $943K | Sell |
30,598
-22,374
| -42% | -$690K | 0.03% | 314 |
|
|
2019
Q4 | $2.98M | Buy |
52,972
+40,977
| +342% | +$2.31M | 0.07% | 160 |
|
|
2019
Q3 | $639K | Sell |
11,995
-2,506
| -17% | -$134K | 0.03% | 284 |
|
|
2019
Q2 | $712K | Buy |
14,501
+2,894
| +25% | +$142K | 0.03% | 240 |
|
|
2019
Q1 | $540K | Sell |
11,607
-757
| -6% | -$35.2K | 0.03% | 265 |
|
|
2018
Q4 | $538K | Buy |
+12,364
| New | +$538K | 0.09% | 212 |
|