Bragg Financial 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 | $3.44M | Sell |
80,052
-634
| -0.8% | -$27.3K | 0.12% | 151 |
|
|
2025
Q1 | $3.32M | Sell |
80,686
-2,701
| -3% | -$111K | 0.14% | 146 |
|
|
2024
Q4 | $3.62M | Sell |
83,387
-596
| -0.7% | -$25.9K | 0.15% | 141 |
|
|
2024
Q3 | $3.59M | Sell |
83,983
-15,006
| -15% | -$642K | 0.15% | 142 |
|
|
2024
Q2 | $3.85M | Sell |
98,989
-3,482
| -3% | -$135K | 0.17% | 134 |
|
|
2024
Q1 | $3.99M | Sell |
102,471
-1,464
| -1% | -$57.1K | 0.18% | 134 |
|
|
2023
Q4 | $3.84M | Sell |
103,935
-437
| -0.4% | -$16.1K | 0.18% | 133 |
|
|
2023
Q3 | $2.99M | Sell |
104,372
-822
| -0.8% | -$23.5K | 0.16% | 137 |
|
|
2023
Q2 | $3.19M | Sell |
105,194
-656
| -0.6% | -$19.9K | 0.18% | 133 |
|
|
2023
Q1 | $3.61M | Sell |
105,850
-297
| -0.3% | -$10.1K | 0.21% | 129 |
|
|
2022
Q4 | $4.57M | Buy |
106,147
+3,228
| +3% | +$139K | 0.28% | 115 |
|
|
2022
Q3 | $4.48M | Buy |
102,919
+10,518
| +11% | +$458K | 0.31% | 116 |
|
|
2022
Q2 | $4.38M | Buy |
92,401
+174
| +0.2% | +$8.25K | 0.29% | 116 |
|
|
2022
Q1 | $5.23M | Buy |
92,227
+985
| +1% | +$55.8K | 0.3% | 110 |
|
|
2021
Q4 | $5.35M | Hold |
91,242
| – | – | 0.34% | 101 |
|
|
2021
Q3 | $5.35M | Buy |
91,242
+3,457
| +4% | +$203K | 0.34% | 101 |
|
|
2021
Q2 | $4.87M | Buy |
87,785
+2,648
| +3% | +$147K | 0.31% | 110 |
|
|
2021
Q1 | $4.97M | Buy |
85,137
+15,349
| +22% | +$895K | 0.33% | 105 |
|
|
2020
Q4 | $3.35M | Sell |
69,788
-1,954
| -3% | -$93.7K | 0.29% | 107 |
|
|
2020
Q3 | $2.73M | Sell |
71,742
-1,151
| -2% | -$43.8K | 0.28% | 106 |
|
|
2020
Q2 | $2.74M | Sell |
72,893
-2,038
| -3% | -$76.5K | 0.3% | 100 |
|
|
2020
Q1 | $2.31M | Buy |
74,931
+15,512
| +26% | +$478K | 0.31% | 106 |
|
|
2019
Q4 | $3.35M | Buy |
59,419
+6,288
| +12% | +$354K | 0.37% | 91 |
|
|
2019
Q3 | $2.84M | Sell |
53,131
-802
| -1% | -$42.8K | 0.34% | 100 |
|
|
2019
Q2 | $2.65M | Sell |
53,933
-541
| -1% | -$26.6K | 0.33% | 105 |
|
|
2019
Q1 | $2.54M | Buy |
54,474
+2,644
| +5% | +$123K | 0.33% | 103 |
|
|
2018
Q4 | $2.25M | Buy |
51,830
+1,150
| +2% | +$49.8K | 0.34% | 102 |
|
|
2018
Q3 | $2.46M | Sell |
50,680
-233
| -0.5% | -$11.3K | 0.33% | 105 |
|
|
2018
Q2 | $2.57M | Sell |
50,913
-140
| -0.3% | -$7.06K | 0.37% | 102 |
|
|
2018
Q1 | $2.66M | Buy |
51,053
+1,718
| +3% | +$89.4K | 0.39% | 100 |
|
|
2017
Q4 | $2.45M | Sell |
49,335
-670
| -1% | -$33.3K | 0.35% | 108 |
|
|
2017
Q3 | $2.35M | Buy |
50,005
+132
| +0.3% | +$6.2K | 0.36% | 106 |
|
|
2017
Q2 | $2.27M | Buy |
49,873
+1,730
| +4% | +$78.6K | 0.36% | 111 |
|
|
2017
Q1 | $2.15M | Buy |
48,143
+40,543
| +533% | +$1.81M | 0.35% | 109 |
|
|
2016
Q4 | $357K | Buy |
7,600
+348
| +5% | +$16.3K | 0.06% | 225 |
|
|
2016
Q3 | $274K | Buy |
7,252
+113
| +2% | +$4.27K | 0.05% | 229 |
|
|
2016
Q2 | $254K | Sell |
7,139
-1,422
| -17% | -$50.6K | 0.05% | 234 |
|
|
2016
Q1 | $285K | Buy |
8,561
+100
| +1% | +$3.33K | 0.05% | 226 |
|
|
2015
Q4 | $320K | Sell |
8,461
-250
| -3% | -$9.46K | 0.07% | 209 |
|
|
2015
Q3 | $310K | Sell |
8,711
-45,511
| -84% | -$1.62M | 0.07% | 197 |
|
|
2015
Q2 | $2.19M | Sell |
54,222
-4,352
| -7% | -$175K | 0.5% | 78 |
|
|
2015
Q1 | $2.28M | Buy |
58,574
+2,213
| +4% | +$86.3K | 0.53% | 75 |
|
|
2014
Q4 | $2.19M | Sell |
56,361
-872
| -2% | -$33.9K | 0.53% | 78 |
|
|
2014
Q3 | $2.13M | Hold |
57,233
| – | – | 0.54% | 75 |
|
|
2014
Q2 | $2.26M | Sell |
57,233
-935
| -2% | -$36.9K | 0.54% | 74 |
|
|
2014
Q1 | $2.34M | Hold |
58,168
| – | – | 0.57% | 68 |
|
|
2013
Q4 | $2.17M | Buy |
58,168
+1,383
| +2% | +$51.6K | 0.53% | 77 |
|
|
2013
Q3 | $1.92M | Sell |
56,785
-1,052
| -2% | -$35.5K | 0.5% | 82 |
|
|
2013
Q2 | $1.96M | Buy |
+57,837
| New | +$1.96M | 0.54% | 70 |
|