B. Riley Wealth Advisors’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 | $295K | Buy |
+6,872
| New | +$295K | 0.01% | 706 |
|
|
2024
Q4 | $644K | Sell |
14,846
-34,585
| -70% | -$1.5M | 0.02% | 604 |
|
|
2024
Q3 | $2.08M | Sell |
49,431
-5,132
| -9% | -$216K | 0.06% | 309 |
|
|
2024
Q2 | $2.12M | Sell |
54,563
-37,103
| -40% | -$1.44M | 0.05% | 324 |
|
|
2024
Q1 | $2.62M | Buy |
91,666
+656
| +0.7% | +$18.8K | 0.07% | 278 |
|
|
2023
Q4 | $3.36M | Sell |
91,010
-656
| -0.7% | -$24.2K | 0.09% | 231 |
|
|
2023
Q3 | $2.62M | Buy |
91,666
+7,728
| +9% | +$221K | 0.07% | 278 |
|
|
2023
Q2 | $2.55M | Buy |
83,938
+19,961
| +31% | +$606K | 0.06% | 308 |
|
|
2023
Q1 | $2.18M | Buy |
63,977
+32,817
| +105% | +$1.12M | 0.06% | 326 |
|
|
2022
Q4 | $1.34M | Sell |
31,160
-5,580
| -15% | -$240K | 0.04% | 446 |
|
|
2022
Q3 | $1.6M | Buy |
36,740
+15,321
| +72% | +$668K | 0.05% | 362 |
|
|
2022
Q2 | $1.02M | Sell |
21,419
-7,396
| -26% | -$352K | 0.04% | 416 |
|
|
2022
Q1 | $1.64M | Sell |
28,815
-2,204
| -7% | -$125K | 0.05% | 344 |
|
|
2021
Q4 | $1.82M | Sell |
31,019
-1,929
| -6% | -$113K | 0.05% | 380 |
|
|
2021
Q3 | $1.92M | Buy |
32,948
+5,262
| +19% | +$306K | 0.06% | 343 |
|
|
2021
Q2 | $1.55M | Buy |
27,686
+5,226
| +23% | +$292K | 0.05% | 398 |
|
|
2021
Q1 | $1.27M | Buy |
22,460
+1,492
| +7% | +$84.5K | 0.05% | 421 |
|
|
2020
Q4 | $1.01M | Sell |
20,968
-10,099
| -33% | -$485K | 0.05% | 327 |
|
|
2020
Q3 | $1.18M | Buy |
31,067
+1,506
| +5% | +$57.2K | 0.06% | 287 |
|
|
2020
Q2 | $1.11M | Sell |
29,561
-5,954
| -17% | -$224K | 0.07% | 261 |
|
|
2020
Q1 | $1.1M | Sell |
35,515
-3,750
| -10% | -$116K | 0.09% | 222 |
|
|
2019
Q4 | $2.21M | Buy |
39,265
+26,050
| +197% | +$1.47M | 0.19% | 121 |
|
|
2019
Q3 | $706K | Buy |
13,215
+1,060
| +9% | +$56.6K | 0.07% | 296 |
|
|
2019
Q2 | $599K | Buy |
12,155
+1,975
| +19% | +$97.3K | 0.07% | 314 |
|
|
2019
Q1 | $475K | Buy |
10,180
+889
| +10% | +$41.5K | 0.06% | 357 |
|
|
2018
Q4 | $403K | Buy |
9,291
+634
| +7% | +$27.5K | 0.06% | 359 |
|
|
2018
Q3 | $422K | Sell |
8,657
-697
| -7% | -$34K | 0.05% | 391 |
|
|
2018
Q2 | $473K | Sell |
9,354
-656
| -7% | -$33.2K | 0.06% | 337 |
|
|
2018
Q1 | $523K | Buy |
10,010
+800
| +9% | +$41.8K | 0.07% | 301 |
|
|
2017
Q4 | $458K | Sell |
9,210
-4,607
| -33% | -$229K | 0.06% | 333 |
|
|
2017
Q3 | $649K | Sell |
13,817
-445
| -3% | -$20.9K | 0.11% | 206 |
|
|
2017
Q2 | $648K | Buy |
14,262
+284
| +2% | +$12.9K | 0.12% | 209 |
|
|
2017
Q1 | $625K | Buy |
13,978
+735
| +6% | +$32.9K | 0.12% | 202 |
|
|
2016
Q4 | $623K | Buy |
13,243
+3,909
| +42% | +$184K | 0.13% | 199 |
|
|
2016
Q3 | $353K | Buy |
9,334
+523
| +6% | +$19.8K | 0.07% | 356 |
|
|
2016
Q2 | $314K | Buy |
8,811
+832
| +10% | +$29.7K | 0.06% | 382 |
|
|
2016
Q1 | $265K | Sell |
7,979
-72
| -0.9% | -$2.39K | 0.06% | 383 |
|
|
2015
Q4 | $305K | Sell |
8,051
-246
| -3% | -$9.32K | 0.06% | 359 |
|
|
2015
Q3 | $296K | Buy |
+8,297
| New | +$296K | 0.07% | 356 |
|
|
2015
Q2 | – | Sell |
-7,850
| Closed | -$306K | – | 585 |
|
|
2015
Q1 | $306K | Sell |
7,850
-1,893
| -19% | -$73.8K | 0.07% | 351 |
|
|
2014
Q4 | $3.39K | Buy |
9,743
+944
| +11% | +$329 | 0.07% | 341 |
|
|
2014
Q3 | $328K | Sell |
8,799
-8,402
| -49% | -$313K | 0.09% | 326 |
|
|
2014
Q2 | $341K | Buy |
17,201
+8,818
| +105% | +$175K | 0.08% | 278 |
|
|
2014
Q1 | $337K | Buy |
8,383
+2,949
| +54% | +$119K | 0.1% | 236 |
|
|
2013
Q4 | $203K | Sell |
5,434
-265
| -5% | -$9.9K | 0.06% | 342 |
|
|
2013
Q3 | $192K | Sell |
5,699
-200
| -3% | -$6.74K | 0.07% | 346 |
|
|
2013
Q2 | $200K | Buy |
+5,899
| New | +$200K | 0.07% | 317 |
|