Capital Analysts LLC’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
Q3 | $230K | Sell |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $196K | Buy |
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|
2024
Q2 | $138K | Sell |
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|
2024
Q1 | $142K | Sell |
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|
2023
Q4 | $141K | Buy |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q2 | $32K | Sell |
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|
2023
Q1 | $44K | Hold |
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|
2022
Q4 | $56K | Sell |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $72K | Hold |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $68K | Sell |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $11K | Sell |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1.28M | Sell |
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|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.2M | Buy |
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|
2017
Q2 | $1.14M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $733 | Sell |
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|
2014
Q2 | $2.05M | Buy |
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|
2014
Q1 | $2M | Sell |
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|
2013
Q4 | $1.94M | Buy |
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|
2013
Q3 | $1.72M | Buy |
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|
2013
Q2 | $1.71M | Buy |
|