Brighton Jones LLC’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 | $1.1M | Buy |
25,565
+2,497
| +11% | +$107K | 0.03% | 300 |
|
|
2025
Q1 | $949K | Sell |
23,068
-513
| -2% | -$21.1K | 0.03% | 273 |
|
|
2024
Q4 | $1.02M | Buy |
23,581
+14,093
| +149% | +$611K | 0.03% | 258 |
|
|
2024
Q3 | $406K | Sell |
9,488
-14,775
| -61% | -$632K | 0.02% | 360 |
|
|
2024
Q2 | $943K | Buy |
24,263
+139
| +0.6% | +$5.4K | 0.03% | 239 |
|
|
2024
Q1 | $940K | Sell |
24,124
-3,598
| -13% | -$140K | 0.03% | 229 |
|
|
2023
Q4 | $1.02M | Buy |
27,722
+2,501
| +10% | +$92.3K | 0.04% | 202 |
|
|
2023
Q3 | $722K | Sell |
25,221
-5,500
| -18% | -$157K | 0.04% | 225 |
|
|
2023
Q2 | $932K | Buy |
30,721
+5,606
| +22% | +$170K | 0.05% | 197 |
|
|
2023
Q1 | $856K | Buy |
25,115
+1,918
| +8% | +$65.4K | 0.05% | 202 |
|
|
2022
Q4 | $998K | Sell |
23,197
-2,480
| -10% | -$107K | 0.06% | 165 |
|
|
2022
Q3 | $1.12M | Buy |
25,677
+112
| +0.4% | +$4.88K | 0.07% | 151 |
|
|
2022
Q2 | $1.21M | Buy |
25,565
+7,967
| +45% | +$378K | 0.07% | 146 |
|
|
2022
Q1 | $998K | Buy |
17,598
+316
| +2% | +$17.9K | 0.05% | 177 |
|
|
2021
Q4 | $1.01M | Buy |
17,282
+1,164
| +7% | +$68.2K | 0.05% | 175 |
|
|
2021
Q3 | $945K | Sell |
16,118
-252
| -2% | -$14.8K | 0.05% | 167 |
|
|
2021
Q2 | $909K | Buy |
16,370
+119
| +0.7% | +$6.61K | 0.05% | 169 |
|
|
2021
Q1 | $948K | Buy |
16,251
+241
| +2% | +$14.1K | 0.06% | 155 |
|
|
2020
Q4 | $767K | Buy |
16,010
+49
| +0.3% | +$2.35K | 0.05% | 165 |
|
|
2020
Q3 | $607K | Buy |
15,961
+193
| +1% | +$7.34K | 0.04% | 169 |
|
|
2020
Q2 | $592K | Buy |
15,768
+505
| +3% | +$19K | 0.05% | 155 |
|
|
2020
Q1 | $471K | Buy |
15,263
+5,737
| +60% | +$177K | 0.05% | 170 |
|
|
2019
Q4 | $536K | Buy |
9,526
+1,917
| +25% | +$108K | 0.06% | 171 |
|
|
2019
Q3 | $406K | Sell |
7,609
-3,292
| -30% | -$176K | 0.05% | 186 |
|
|
2019
Q2 | $536K | Buy |
10,901
+5,842
| +115% | +$287K | 0.06% | 163 |
|
|
2019
Q1 | $235K | Sell |
5,059
-314
| -6% | -$14.6K | 0.03% | 263 |
|
|
2018
Q4 | $233K | Buy |
5,373
+359
| +7% | +$15.6K | 0.03% | 227 |
|
|
2018
Q3 | $243K | Buy |
5,014
+70
| +1% | +$3.39K | 0.03% | 231 |
|
|
2018
Q2 | $249K | Sell |
4,944
-147
| -3% | -$7.4K | 0.03% | 257 |
|
|
2018
Q1 | $265K | Sell |
5,091
-102
| -2% | -$5.31K | 0.04% | 232 |
|
|
2017
Q4 | $258K | Buy |
5,193
+291
| +6% | +$14.5K | 0.03% | 239 |
|
|
2017
Q3 | $230K | Buy |
4,902
+145
| +3% | +$6.8K | 0.03% | 251 |
|
|
2017
Q2 | $216K | Sell |
4,757
-313
| -6% | -$14.2K | 0.03% | 250 |
|
|
2017
Q1 | $227K | Buy |
+5,070
| New | +$227K | 0.05% | 91 |
|
|
2016
Q1 | – | Sell |
-5,917
| Closed | -$224K | – | 222 |
|
|
2015
Q4 | $224K | Sell |
5,917
-358
| -6% | -$13.6K | 0.04% | 182 |
|
|
2015
Q3 | $223K | Buy |
6,275
+633
| +11% | +$22.5K | 0.05% | 172 |
|
|
2015
Q2 | $227K | Buy |
5,642
+74
| +1% | +$2.98K | 0.05% | 167 |
|
|
2015
Q1 | $217K | Buy |
5,568
+18
| +0.3% | +$702 | 0.05% | 175 |
|
|
2014
Q4 | $216K | Buy |
+5,550
| New | +$216K | 0.05% | 177 |
|
|
2014
Q3 | – | Sell |
-5,079
| Closed | -$200K | – | 213 |
|
|
2014
Q2 | $200K | Buy |
5,079
+18
| +0.4% | +$709 | 0.05% | 187 |
|
|
2014
Q1 | $203K | Sell |
5,061
-1,275
| -20% | -$51.1K | 0.05% | 179 |
|
|
2013
Q4 | $230K | Sell |
6,336
-1,236
| -16% | -$44.9K | 0.05% | 170 |
|
|
2013
Q3 | $256K | Buy |
7,572
+848
| +13% | +$28.7K | 0.07% | 125 |
|
|
2013
Q2 | $228K | Buy |
+6,724
| New | +$228K | 0.07% | 105 |
|