Bartlett & Co Wealth Management’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 | $438K | Buy |
10,177
+15
| +0.1% | +$645 | 0.01% | 351 |
|
|
2025
Q1 | $418K | Sell |
10,162
-136
| -1% | -$5.6K | 0.01% | 349 |
|
|
2024
Q4 | $447K | Sell |
10,298
-80
| -0.8% | -$3.47K | 0.01% | 340 |
|
|
2024
Q3 | $444K | Hold |
10,378
| – | – | 0.01% | 342 |
|
|
2024
Q2 | $403K | Sell |
10,378
-598
| -5% | -$23.2K | 0.01% | 351 |
|
|
2024
Q1 | $428K | Buy |
10,976
+13
| +0.1% | +$507 | 0.01% | 346 |
|
|
2023
Q4 | $409K | Hold |
10,963
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $314K | Hold |
10,963
| – | – | 0.01% | 396 |
|
|
2023
Q2 | $333K | Buy |
10,963
+350
| +3% | +$10.6K | 0.01% | 392 |
|
|
2023
Q1 | $362K | Buy |
10,613
+1,550
| +17% | +$52.9K | 0.01% | 317 |
|
|
2022
Q4 | $390K | Sell |
9,063
-2,715
| -23% | -$117K | 0.01% | 310 |
|
|
2022
Q3 | $513K | Sell |
11,778
-471
| -4% | -$20.5K | 0.01% | 281 |
|
|
2022
Q2 | $581K | Buy |
12,249
+106
| +0.9% | +$5.03K | 0.01% | 266 |
|
|
2022
Q1 | $689K | Sell |
12,143
-299
| -2% | -$17K | 0.01% | 260 |
|
|
2021
Q4 | $728K | Sell |
12,442
-1,501
| -11% | -$87.9K | 0.01% | 255 |
|
|
2021
Q3 | $818K | Buy |
13,943
+1,901
| +16% | +$111K | 0.02% | 223 |
|
|
2021
Q2 | $668K | Hold |
12,042
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $702K | Hold |
12,042
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $577K | Buy |
12,042
+2,043
| +20% | +$97.9K | 0.01% | 238 |
|
|
2020
Q3 | $380K | Sell |
9,999
-1,175
| -11% | -$44.7K | 0.01% | 261 |
|
|
2020
Q2 | $420K | Sell |
11,174
-780
| -7% | -$29.3K | 0.01% | 251 |
|
|
2020
Q1 | $369K | Buy |
11,954
+510
| +4% | +$15.7K | 0.01% | 250 |
|
|
2019
Q4 | $645K | Buy |
11,444
+909
| +9% | +$51.2K | 0.02% | 237 |
|
|
2019
Q3 | $562K | Sell |
10,535
-671
| -6% | -$35.8K | 0.01% | 244 |
|
|
2019
Q2 | $551K | Buy |
11,206
+131
| +1% | +$6.44K | 0.02% | 199 |
|
|
2019
Q1 | $515K | Sell |
11,075
-700
| -6% | -$32.6K | 0.02% | 199 |
|
|
2018
Q4 | $510K | Hold |
11,775
| – | – | 0.02% | 199 |
|
|
2018
Q3 | $572K | Buy |
11,775
+1,175
| +11% | +$57K | 0.02% | 198 |
|
|
2018
Q2 | $535K | Sell |
10,600
-779
| -7% | -$39.3K | 0.02% | 198 |
|
|
2018
Q1 | $592K | Buy |
+11,379
| New | +$592K | 0.02% | 186 |
|