Brinker Capital Investments’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 | $4.8M | Buy |
111,683
+13,823
| +14% | +$594K | 0.04% | 404 |
|
|
2025
Q1 | $4.03M | Sell |
97,860
-2,083
| -2% | -$85.7K | 0.04% | 413 |
|
|
2024
Q4 | $4.34M | Buy |
99,943
+2,702
| +3% | +$117K | 0.04% | 371 |
|
|
2024
Q3 | $4.16M | Sell |
97,241
-1,554
| -2% | -$66.5K | 0.04% | 393 |
|
|
2024
Q2 | $3.84M | Sell |
98,795
-437
| -0.4% | -$17K | 0.04% | 391 |
|
|
2024
Q1 | $3.87M | Buy |
99,232
+2,158
| +2% | +$84.1K | 0.04% | 391 |
|
|
2023
Q4 | $3.69M | Sell |
97,074
-5,914
| -6% | -$225K | 0.04% | 384 |
|
|
2023
Q3 | $2.95M | Sell |
102,988
-28,808
| -22% | -$824K | 0.04% | 452 |
|
|
2023
Q2 | $4M | Sell |
131,796
-11,288
| -8% | -$343K | 0.04% | 378 |
|
|
2023
Q1 | $4.88M | Sell |
143,084
-12,898
| -8% | -$440K | 0.06% | 280 |
|
|
2022
Q4 | $6.71M | Sell |
155,982
-16,429
| -10% | -$707K | 0.13% | 158 |
|
|
2022
Q3 | $7.51M | Sell |
172,411
-3,888
| -2% | -$169K | 0.16% | 134 |
|
|
2022
Q2 | $8.36M | Sell |
176,299
-20,639
| -10% | -$979K | 0.16% | 133 |
|
|
2022
Q1 | $11.2M | Sell |
196,938
-7,296
| -4% | -$414K | 0.17% | 127 |
|
|
2021
Q4 | $12M | Buy |
204,234
+46,710
| +30% | +$2.73M | 0.17% | 126 |
|
|
2021
Q3 | $8.77M | Buy |
157,524
+147
| +0.1% | +$8.18K | 0.14% | 146 |
|
|
2021
Q2 | $8.74M | Buy |
157,377
+5,165
| +3% | +$287K | 0.12% | 185 |
|
|
2021
Q1 | $8.88M | Sell |
152,212
-105,886
| -41% | -$6.18M | 0.13% | 166 |
|
|
2020
Q4 | $12.4M | Buy |
258,098
+78,680
| +44% | +$3.77M | 0.19% | 107 |
|
|
2020
Q3 | $6.83M | Buy |
179,418
+167,630
| +1,422% | +$6.38M | 0.12% | 193 |
|
|
2020
Q2 | $443K | Buy |
+11,788
| New | +$443K | 0.02% | 256 |
|
|
2020
Q1 | – | Sell |
-3,807
| Closed | -$214K | – | 710 |
|
|
2019
Q4 | $214K | Sell |
3,807
-164
| -4% | -$9.22K | 0.01% | 318 |
|
|
2019
Q3 | $212K | Sell |
3,971
-285
| -7% | -$15.2K | 0.01% | 320 |
|
|
2019
Q2 | $209K | Sell |
4,256
-261
| -6% | -$12.8K | 0.01% | 381 |
|
|
2019
Q1 | $210K | Buy |
4,517
+4,328
| +2,290% | +$201K | 0.01% | 339 |
|
|
2018
Q4 | $8K | Buy |
+189
| New | +$8K | ﹤0.01% | 522 |
|
|
2018
Q3 | – | Sell |
-110
| Closed | -$6K | – | 699 |
|
|
2018
Q2 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 529 |
|
|
2016
Q1 | – | Sell |
-2
| Closed | – | – | 664 |
|
|
2015
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 721 |
|