Bank of Montreal’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 | $130M | Sell |
3,026,821
-114,417
| -4% | -$4.92M | 0.06% | 214 |
|
2025
Q1 | $129M | Sell |
3,141,238
-43,208
| -1% | -$1.78M | 0.06% | 209 |
|
2024
Q4 | $138M | Sell |
3,184,446
-377,160
| -11% | -$16.4M | 0.06% | 209 |
|
2024
Q3 | $151M | Sell |
3,561,606
-49,753
| -1% | -$2.12M | 0.07% | 210 |
|
2024
Q2 | $134M | Sell |
3,611,359
-602,383
| -14% | -$22.3M | 0.04% | 234 |
|
2024
Q1 | $163M | Sell |
4,213,742
-520,808
| -11% | -$20.1M | 0.05% | 192 |
|
2023
Q4 | $177M | Buy |
4,734,550
+969,040
| +26% | +$36.2M | 0.05% | 175 |
|
2023
Q3 | $109M | Sell |
3,765,510
-151,956
| -4% | -$4.41M | 0.04% | 231 |
|
2023
Q2 | $125M | Buy |
3,917,466
+105,545
| +3% | +$3.37M | 0.04% | 204 |
|
2023
Q1 | $130M | Buy |
3,811,921
+1,833,223
| +93% | +$62.5M | 0.05% | 186 |
|
2022
Q4 | $85.2M | Buy |
1,978,698
+287,507
| +17% | +$12.4M | 0.04% | 249 |
|
2022
Q3 | $75.4K | Sell |
1,691,191
-91,529
| -5% | -$4.08K | 0.03% | 249 |
|
2022
Q2 | $88.2K | Sell |
1,782,720
-1,318,837
| -43% | -$65.3K | 0.04% | 232 |
|
2022
Q1 | $182M | Buy |
3,101,557
+490,869
| +19% | +$28.8M | 0.09% | 143 |
|
2021
Q4 | $153M | Sell |
2,610,688
-776,059
| -23% | -$45.4M | 0.08% | 188 |
|
2021
Q3 | $201M | Buy |
3,386,747
+641,718
| +23% | +$38.1M | 0.09% | 181 |
|
2021
Q2 | $152M | Buy |
2,745,029
+538,177
| +24% | +$29.8M | 0.08% | 214 |
|
2021
Q1 | $131M | Sell |
2,206,852
-273,178
| -11% | -$16.2M | 0.09% | 190 |
|
2020
Q4 | $126M | Buy |
2,480,030
+144,275
| +6% | +$7.35M | 0.08% | 182 |
|
2020
Q3 | $95.3M | Buy |
2,335,755
+321,945
| +16% | +$13.1M | 0.08% | 198 |
|
2020
Q2 | $67.7M | Buy |
2,013,810
+176,774
| +10% | +$5.94M | 0.06% | 246 |
|
2020
Q1 | $52.3M | Sell |
1,837,036
-827,716
| -31% | -$23.6M | 0.06% | 247 |
|
2019
Q4 | $150M | Buy |
2,664,752
+1,212,434
| +83% | +$68.3M | 0.11% | 156 |
|
2019
Q3 | $77.5M | Sell |
1,452,318
-9,548
| -0.7% | -$510K | 0.07% | 243 |
|
2019
Q2 | $71.8M | Sell |
1,461,866
-36,417
| -2% | -$1.79M | 0.06% | 262 |
|
2019
Q1 | $69.7M | Sell |
1,498,283
-458,666
| -23% | -$21.3M | 0.06% | 263 |
|
2018
Q4 | $84.8M | Buy |
1,956,949
+276,969
| +16% | +$12M | 0.08% | 207 |
|
2018
Q3 | $81.5M | Sell |
1,679,980
-40,340
| -2% | -$1.96M | 0.06% | 256 |
|
2018
Q2 | $86.8M | Buy |
1,720,320
+287,793
| +20% | +$14.5M | 0.07% | 238 |
|
2018
Q1 | $74.5M | Buy |
1,432,527
+37,651
| +3% | +$1.96M | 0.07% | 264 |
|
2017
Q4 | $69.4M | Buy |
1,394,876
+224,567
| +19% | +$11.2M | 0.06% | 282 |
|
2017
Q3 | $54.9M | Sell |
1,170,309
-53,742
| -4% | -$2.52M | 0.05% | 312 |
|
2017
Q2 | $55.6M | Sell |
1,224,051
-26,665
| -2% | -$1.21M | 0.05% | 305 |
|
2017
Q1 | $55.9M | Buy |
1,250,716
+94,692
| +8% | +$4.23M | 0.05% | 278 |
|
2016
Q4 | $52.3M | Buy |
1,156,024
+80,644
| +7% | +$3.65M | 0.06% | 276 |
|
2016
Q3 | $40.6M | Sell |
1,075,380
-34,865
| -3% | -$1.32M | 0.04% | 323 |
|
2016
Q2 | $39.5M | Buy |
1,110,245
+33,714
| +3% | +$1.2M | 0.05% | 322 |
|
2016
Q1 | $35.8M | Buy |
1,076,531
+161,129
| +18% | +$5.36M | 0.04% | 315 |
|
2015
Q4 | $34.6M | Buy |
915,402
+48,869
| +6% | +$1.85M | 0.04% | 322 |
|
2015
Q3 | $30.8M | Buy |
866,533
+122,236
| +16% | +$4.35M | 0.04% | 332 |
|
2015
Q2 | $30M | Buy |
744,297
+39,353
| +6% | +$1.59M | 0.04% | 386 |
|
2015
Q1 | $27.5M | Buy |
704,944
+25,066
| +4% | +$977K | 0.03% | 398 |
|
2014
Q4 | $26.4M | Buy |
679,878
+131,236
| +24% | +$5.1M | 0.03% | 384 |
|
2014
Q3 | $20.4M | Sell |
548,642
-30,431
| -5% | -$1.13M | 0.02% | 442 |
|
2014
Q2 | $22.8M | Sell |
579,073
-3,872
| -0.7% | -$153K | 0.03% | 407 |
|
2014
Q1 | $23.4M | Buy |
582,945
+86,760
| +17% | +$3.49M | 0.03% | 351 |
|
2013
Q4 | $18.5M | Buy |
496,185
+44,544
| +10% | +$1.66M | 0.03% | 392 |
|
2013
Q3 | $15.2M | Buy |
451,641
+94,362
| +26% | +$3.18M | 0.02% | 390 |
|
2013
Q2 | $12.1M | Buy |
+357,279
| New | +$12.1M | 0.02% | 412 |
|