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