Capital Group Private Client Services’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 | $46.9M | Buy |
1,090,255
+31,161
| +3% | +$1.34M | 0.41% | 61 |
|
|
2025
Q1 | $43.6M | Buy |
1,059,094
+348,117
| +49% | +$14.3M | 0.43% | 63 |
|
|
2024
Q4 | $30.8M | Sell |
710,977
-7,321
| -1% | -$318K | 0.28% | 86 |
|
|
2024
Q3 | $30.7M | Buy |
718,298
+486,206
| +209% | +$20.8M | 0.29% | 89 |
|
|
2024
Q2 | $9.02M | Buy |
232,092
+114,825
| +98% | +$4.46M | 0.09% | 151 |
|
|
2024
Q1 | $4.57M | Buy |
117,267
+21,074
| +22% | +$821K | 0.05% | 169 |
|
|
2023
Q4 | $3.55M | Sell |
96,193
-33,635
| -26% | -$1.24M | 0.04% | 173 |
|
|
2023
Q3 | $3.71M | Sell |
129,828
-2,770
| -2% | -$79.3K | 0.05% | 158 |
|
|
2023
Q2 | $4.02M | Buy |
132,598
+24,116
| +22% | +$732K | 0.05% | 153 |
|
|
2023
Q1 | $3.7M | Buy |
108,482
+8,792
| +9% | +$300K | 0.05% | 152 |
|
|
2022
Q4 | $4.29M | Sell |
99,690
-2,722
| -3% | -$117K | 0.05% | 156 |
|
|
2022
Q3 | $4.46M | Sell |
102,412
-210,699
| -67% | -$9.17M | 0.06% | 156 |
|
|
2022
Q2 | $14.9M | Sell |
313,111
-438,262
| -58% | -$20.8M | 0.19% | 115 |
|
|
2022
Q1 | $42.6M | Buy |
751,373
+10,636
| +1% | +$603K | 0.47% | 71 |
|
|
2021
Q4 | $43.4M | Sell |
740,737
-166,908
| -18% | -$9.77M | 0.46% | 67 |
|
|
2021
Q3 | $53.2M | Buy |
+907,645
| New | +$53.2M | 0.62% | 59 |
|