Badgley Phelps Wealth Managers’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 | $763K | Sell |
17,759
-7,350
| -29% | -$316K | 0.02% | 196 |
|
|
2025
Q1 | $1.03M | Buy |
25,109
+10
| +0% | +$412 | 0.02% | 174 |
|
|
2024
Q4 | $1.09M | Hold |
25,099
| – | – | 0.03% | 172 |
|
|
2024
Q3 | $1.07M | Buy |
25,099
+8,056
| +47% | +$345K | 0.02% | 169 |
|
|
2024
Q2 | $662K | Buy |
17,043
+243
| +1% | +$9.44K | 0.02% | 186 |
|
|
2024
Q1 | $655K | Sell |
16,800
-275
| -2% | -$10.7K | 0.02% | 185 |
|
|
2023
Q4 | $630K | Buy |
+17,075
| New | +$630K | 0.02% | 182 |
|
|
2023
Q2 | – | Sell |
-234,553
| Closed | -$8M | – | 237 |
|
|
2023
Q1 | $8M | Buy |
234,553
+8,521
| +4% | +$291K | 0.29% | 98 |
|
|
2022
Q4 | $9.73M | Sell |
226,032
-6,425
| -3% | -$276K | 0.39% | 85 |
|
|
2022
Q3 | $10.1M | Buy |
232,457
+3,658
| +2% | +$159K | 0.43% | 80 |
|
|
2022
Q2 | $10.9M | Sell |
228,799
-789
| -0.3% | -$37.4K | 0.45% | 78 |
|
|
2022
Q1 | $13M | Buy |
229,588
+1,180
| +0.5% | +$66.9K | 0.45% | 78 |
|
|
2021
Q4 | $13.4M | Buy |
228,408
+6,562
| +3% | +$384K | 0.43% | 78 |
|
|
2021
Q3 | $13M | Buy |
+221,846
| New | +$13M | 0.47% | 77 |
|