Capital Analysts 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 | $227K | Sell |
5,278
-236
| -4% | -$10.2K | 0.01% | 527 |
|
|
2025
Q1 | $227K | Sell |
5,514
-300
| -5% | -$12.4K | 0.01% | 509 |
|
|
2024
Q4 | $252K | Buy |
5,814
+1,216
| +26% | +$52.7K | 0.01% | 451 |
|
|
2024
Q3 | $196K | Buy |
4,598
+1,043
| +29% | +$44.5K | 0.01% | 468 |
|
|
2024
Q2 | $138K | Sell |
3,555
-85
| -2% | -$3.3K | 0.01% | 513 |
|
|
2024
Q1 | $142K | Sell |
3,640
-175
| -5% | -$6.83K | 0.01% | 497 |
|
|
2023
Q4 | $141K | Buy |
3,815
+125
| +3% | +$4.62K | 0.01% | 479 |
|
|
2023
Q3 | $106K | Buy |
3,690
+2,627
| +247% | +$75.5K | 0.01% | 472 |
|
|
2023
Q2 | $32K | Sell |
1,063
-230
| -18% | -$6.92K | ﹤0.01% | 654 |
|
|
2023
Q1 | $44K | Hold |
1,293
| – | – | ﹤0.01% | 620 |
|
|
2022
Q4 | $56K | Sell |
1,293
-46
| -3% | -$1.99K | ﹤0.01% | 600 |
|
|
2022
Q3 | $58K | Buy |
1,339
+46
| +4% | +$1.99K | ﹤0.01% | 541 |
|
|
2022
Q2 | $61K | Hold |
1,293
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $73K | Buy |
1,293
+63
| +5% | +$3.56K | ﹤0.01% | 496 |
|
|
2021
Q4 | $72K | Hold |
1,230
| – | – | ﹤0.01% | 512 |
|
|
2021
Q3 | $72K | Hold |
1,230
| – | – | ﹤0.01% | 521 |
|
|
2021
Q2 | $68K | Sell |
1,230
-26
| -2% | -$1.44K | ﹤0.01% | 520 |
|
|
2021
Q1 | $73K | Buy |
1,256
+1,026
| +446% | +$59.6K | 0.01% | 527 |
|
|
2020
Q4 | $11K | Sell |
230
-754
| -77% | -$36.1K | ﹤0.01% | 566 |
|
|
2020
Q3 | $37K | Hold |
984
| – | – | ﹤0.01% | 445 |
|
|
2020
Q2 | $37K | Sell |
984
-54
| -5% | -$2.03K | ﹤0.01% | 411 |
|
|
2020
Q1 | $32K | Sell |
1,038
-28,764
| -97% | -$887K | ﹤0.01% | 392 |
|
|
2019
Q4 | $1.68M | Buy |
29,802
+927
| +3% | +$52.2K | 0.17% | 114 |
|
|
2019
Q3 | $1.54M | Buy |
28,875
+678
| +2% | +$36.2K | 0.16% | 115 |
|
|
2019
Q2 | $1.39M | Sell |
28,197
-772
| -3% | -$37.9K | 0.15% | 127 |
|
|
2019
Q1 | $1.35M | Buy |
28,969
+1,959
| +7% | +$91.1K | 0.16% | 120 |
|
|
2018
Q4 | $1.17M | Buy |
27,010
+561
| +2% | +$24.3K | 0.15% | 116 |
|
|
2018
Q3 | $1.28M | Buy |
26,449
+1,831
| +7% | +$88.9K | 0.15% | 128 |
|
|
2018
Q2 | $1.24M | Buy |
24,618
+87
| +0.4% | +$4.39K | 0.15% | 115 |
|
|
2018
Q1 | $1.28M | Sell |
24,531
-141
| -0.6% | -$7.34K | 0.16% | 101 |
|
|
2017
Q4 | $1.23M | Sell |
24,672
-910
| -4% | -$45.3K | 0.15% | 108 |
|
|
2017
Q3 | $1.2M | Buy |
25,582
+396
| +2% | +$18.6K | 0.16% | 102 |
|
|
2017
Q2 | $1.14M | Buy |
+25,186
| New | +$1.14M | 0.16% | 100 |
|
|
2014
Q4 | – | Sell |
-19
| Closed | -$733 | – | 408 |
|
|
2014
Q3 | $733 | Sell |
19
-52,076
| -100% | -$2.01M | ﹤0.01% | 385 |
|
|
2014
Q2 | $2.05M | Buy |
52,095
+2,382
| +5% | +$93.9K | 0.5% | 53 |
|
|
2014
Q1 | $2M | Sell |
49,713
-2,173
| -4% | -$87.3K | 0.52% | 44 |
|
|
2013
Q4 | $1.94M | Buy |
51,886
+917
| +2% | +$34.2K | 0.53% | 50 |
|
|
2013
Q3 | $1.72M | Buy |
50,969
+446
| +0.9% | +$15.1K | 0.52% | 53 |
|
|
2013
Q2 | $1.71M | Buy |
+50,523
| New | +$1.71M | 0.54% | 46 |
|