BHK Investment 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 | $938K | Sell |
21,817
-270
| -1% | -$11.6K | 0.37% | 28 |
|
|
2025
Q1 | $909K | Sell |
22,087
-7,280
| -25% | -$300K | 0.38% | 27 |
|
|
2024
Q4 | $1.27M | Buy |
29,367
+425
| +1% | +$18.4K | 0.48% | 24 |
|
|
2024
Q3 | $1.24M | Sell |
28,942
-6,405
| -18% | -$274K | 0.46% | 27 |
|
|
2024
Q2 | $1.37M | Sell |
35,347
-7,502
| -18% | -$291K | 0.54% | 25 |
|
|
2024
Q1 | $1.67M | Buy |
42,849
+17,724
| +71% | +$691K | 0.64% | 19 |
|
|
2023
Q4 | $928K | Sell |
25,125
-11,297
| -31% | -$417K | 0.53% | 20 |
|
|
2023
Q3 | $1.04M | Sell |
36,422
-6,957
| -16% | -$199K | 0.48% | 20 |
|
|
2023
Q2 | $1.32M | Buy |
43,379
+5,069
| +13% | +$154K | 0.56% | 21 |
|
|
2023
Q1 | $1.31M | Buy |
38,310
+17,889
| +88% | +$610K | 0.57% | 22 |
|
|
2022
Q4 | $879K | Sell |
20,421
-876
| -4% | -$37.7K | 0.49% | 22 |
|
|
2022
Q3 | $927K | Buy |
21,297
+60
| +0.3% | +$2.61K | 0.47% | 25 |
|
|
2022
Q2 | $1.01M | Buy |
21,237
+4,650
| +28% | +$220K | 0.45% | 24 |
|
|
2022
Q1 | $940K | Buy |
16,587
+94
| +0.6% | +$5.33K | 0.39% | 26 |
|
|
2021
Q4 | $966K | Sell |
16,493
-765
| -4% | -$44.8K | 0.38% | 26 |
|
|
2021
Q3 | $1.01M | Sell |
17,258
-48
| -0.3% | -$2.82K | 0.42% | 26 |
|
|
2021
Q2 | $960K | Sell |
17,306
-1,286
| -7% | -$71.3K | 0.39% | 28 |
|
|
2021
Q1 | $891K | Hold |
18,592
| – | – | 0.41% | 28 |
|
|
2020
Q4 | $891K | Buy |
18,592
+33
| +0.2% | +$1.58K | 0.42% | 28 |
|
|
2020
Q3 | $706K | Buy |
18,559
+3,087
| +20% | +$117K | 0.4% | 28 |
|
|
2020
Q2 | $581K | Sell |
15,472
-2,823
| -15% | -$106K | 0.34% | 28 |
|
|
2020
Q1 | $564K | Sell |
18,295
-423
| -2% | -$13K | 0.4% | 27 |
|
|
2019
Q4 | $1.05M | Sell |
18,718
-3,341
| -15% | -$188K | 0.6% | 23 |
|
|
2019
Q3 | $1.18M | Sell |
22,059
-3,854
| -15% | -$206K | 0.68% | 29 |
|
|
2019
Q2 | $1.27M | Buy |
25,913
+8,028
| +45% | +$394K | 0.72% | 30 |
|
|
2019
Q1 | $832K | Buy |
17,885
+2,660
| +17% | +$124K | 0.5% | 33 |
|
|
2018
Q4 | $660K | Buy |
15,225
+3
| +0% | +$130 | 0.5% | 28 |
|
|
2018
Q3 | $739K | Buy |
15,222
+11
| +0.1% | +$534 | 0.5% | 28 |
|
|
2018
Q2 | $767K | Buy |
15,211
+778
| +5% | +$39.2K | 0.53% | 27 |
|
|
2018
Q1 | $751K | Buy |
14,433
+228
| +2% | +$11.9K | 0.55% | 24 |
|
|
2017
Q4 | $706K | Buy |
+14,205
| New | +$706K | 0.6% | 21 |
|