Burgundy Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88M | Sell |
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|
2025
Q1 | $85M | Sell |
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|
2024
Q4 | $92.4M | Sell |
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|
2024
Q3 | $100M | Sell |
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|
2024
Q2 | $92.4M | Sell |
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|
2024
Q1 | $125M | Sell |
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|
2023
Q4 | $119M | Sell |
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|
2023
Q3 | $94.1M | Sell |
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|
2023
Q2 | $122M | Sell |
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|
2023
Q1 | $154M | Buy |
|
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|
2022
Q4 | $175M | Buy |
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|
2022
Q3 | $174M | Sell |
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|
2022
Q2 | $193M | Buy |
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|
2022
Q1 | $205M | Sell |
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|
2021
Q4 | $215M | Sell |
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|
2021
Q3 | $237M | Sell |
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|
2021
Q2 | $232M | Sell |
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|
2021
Q1 | $253M | Sell |
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|
2020
Q4 | $244M | Sell |
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|
2020
Q3 | $266M | Sell |
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|
2020
Q2 | $271M | Sell |
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|
2020
Q1 | $242M | Sell |
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|
2019
Q4 | $478M | Sell |
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|
2019
Q3 | $466M | Sell |
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|
2019
Q2 | $431M | Sell |
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|
2019
Q1 | $411M | Buy |
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|
2018
Q4 | $368M | Buy |
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|
2018
Q3 | $408M | Sell |
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|
2018
Q2 | $424M | Buy |
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|
2018
Q1 | $431M | Sell |
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|
2017
Q4 | $418M | Buy |
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|
2017
Q3 | $393M | Buy |
|
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|
2017
Q2 | $379M | Buy |
|
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|
2017
Q1 | $361M | Sell |
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|
2016
Q4 | $405M | Buy |
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|
2016
Q3 | $321M | Sell |
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|
2016
Q2 | $303M | Buy |
|
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|
2016
Q1 | $273M | Sell |
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|
2015
Q4 | $315M | Buy |
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|
2015
Q3 | $286M | Buy |
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|
2015
Q2 | $311M | Buy |
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|
2015
Q1 | $282M | Buy |
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|
2014
Q4 | $270M | Buy |
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|
2014
Q3 | $248M | Buy |
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|
2014
Q2 | $250M | Buy |
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|
2014
Q1 | $233M | Buy |
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|
2013
Q4 | $209M | Buy |
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|
2013
Q3 | $104M | Buy |
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|
2013
Q2 | $102M | Buy |
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