Capital Investment Advisors’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 | $1.87M | Sell |
43,493
-2,088
| -5% | -$89.8K | 0.03% | 231 |
|
|
2025
Q1 | $1.88M | Buy |
45,581
+6,168
| +16% | +$254K | 0.04% | 224 |
|
|
2024
Q4 | $1.71M | Buy |
39,413
+656
| +2% | +$28.5K | 0.03% | 232 |
|
|
2024
Q3 | $1.66M | Sell |
38,757
-1,071
| -3% | -$45.8K | 0.03% | 233 |
|
|
2024
Q2 | $1.55M | Buy |
39,828
+153
| +0.4% | +$5.94K | 0.04% | 228 |
|
|
2024
Q1 | $1.55M | Sell |
39,675
-702
| -2% | -$27.4K | 0.04% | 229 |
|
|
2023
Q4 | $1.49M | Buy |
40,377
+3,886
| +11% | +$143K | 0.04% | 227 |
|
|
2023
Q3 | $1.04M | Sell |
36,491
-2,574
| -7% | -$73.6K | 0.03% | 257 |
|
|
2023
Q2 | $1.19M | Sell |
39,065
-2,461
| -6% | -$74.7K | 0.04% | 223 |
|
|
2023
Q1 | $1.42M | Sell |
41,526
-590
| -1% | -$20.1K | 0.04% | 202 |
|
|
2022
Q4 | $1.81M | Sell |
42,116
-1,223
| -3% | -$52.6K | 0.05% | 188 |
|
|
2022
Q3 | $1.89M | Buy |
43,339
+5,003
| +13% | +$218K | 0.06% | 175 |
|
|
2022
Q2 | $1.82M | Sell |
38,336
-4,491
| -10% | -$213K | 0.06% | 185 |
|
|
2022
Q1 | $2.43M | Buy |
42,827
+3,058
| +8% | +$173K | 0.07% | 168 |
|
|
2021
Q4 | $2.33M | Buy |
39,769
+1,532
| +4% | +$89.7K | 0.07% | 175 |
|
|
2021
Q3 | $2.24M | Sell |
38,237
-1,069
| -3% | -$62.7K | 0.08% | 178 |
|
|
2021
Q2 | $2.18M | Buy |
39,306
+3,575
| +10% | +$198K | 0.08% | 176 |
|
|
2021
Q1 | $2.08M | Buy |
35,731
+280
| +0.8% | +$16.3K | 0.08% | 171 |
|
|
2020
Q4 | $1.7M | Sell |
35,451
-1,532
| -4% | -$73.4K | 0.07% | 180 |
|
|
2020
Q3 | $1.41M | Sell |
36,983
-2,562
| -6% | -$97.5K | 0.07% | 182 |
|
|
2020
Q2 | $1.49M | Sell |
39,545
-983
| -2% | -$36.9K | 0.08% | 167 |
|
|
2020
Q1 | $1.25M | Buy |
40,528
+2,179
| +6% | +$67.2K | 0.08% | 173 |
|
|
2019
Q4 | $2.16M | Buy |
38,349
+25,405
| +196% | +$1.43M | 0.1% | 153 |
|
|
2019
Q3 | $691K | Sell |
12,944
-1,776
| -12% | -$94.8K | 0.04% | 265 |
|
|
2019
Q2 | $723K | Sell |
14,720
-237
| -2% | -$11.6K | 0.04% | 259 |
|
|
2019
Q1 | $696K | Buy |
14,957
+886
| +6% | +$41.2K | 0.04% | 253 |
|
|
2018
Q4 | $610K | Sell |
14,071
-160
| -1% | -$6.94K | 0.04% | 257 |
|
|
2018
Q3 | $691K | Sell |
14,231
-950
| -6% | -$46.1K | 0.04% | 248 |
|
|
2018
Q2 | $766K | Buy |
15,181
+57
| +0.4% | +$2.88K | 0.05% | 238 |
|
|
2018
Q1 | $787K | Buy |
15,124
+324
| +2% | +$16.9K | 0.05% | 236 |
|
|
2017
Q4 | $736K | Buy |
14,800
+3
| +0% | +$149 | 0.05% | 242 |
|
|
2017
Q3 | $695K | Buy |
14,797
+7
| +0% | +$329 | 0.05% | 241 |
|
|
2017
Q2 | $672K | Sell |
14,790
-2,734
| -16% | -$124K | 0.05% | 242 |
|
|
2017
Q1 | $783K | Buy |
17,524
+1,054
| +6% | +$47.1K | 0.06% | 233 |
|
|
2016
Q4 | $774K | Sell |
16,470
-2,316
| -12% | -$109K | 0.07% | 226 |
|
|
2016
Q3 | $709K | Sell |
18,786
-1,061
| -5% | -$40K | 0.06% | 231 |
|
|
2016
Q2 | $707K | Buy |
19,847
+53
| +0.3% | +$1.89K | 0.07% | 223 |
|
|
2016
Q1 | $659K | Buy |
19,794
+58
| +0.3% | +$1.93K | 0.06% | 222 |
|
|
2015
Q4 | $746K | Sell |
19,736
-5,199
| -21% | -$197K | 0.08% | 196 |
|
|
2015
Q3 | $888K | Sell |
24,935
-9,452
| -27% | -$337K | 0.1% | 169 |
|
|
2015
Q2 | $1.39M | Buy |
34,387
+26,723
| +349% | +$1.08M | 0.15% | 142 |
|
|
2015
Q1 | $299K | Sell |
7,664
-12,093
| -61% | -$472K | 0.03% | 317 |
|
|
2014
Q4 | $768K | Buy |
+19,757
| New | +$768K | 0.08% | 198 |
|
|
2014
Q3 | – | Sell |
-5,077
| Closed | -$200K | – | 396 |
|
|
2014
Q2 | $200K | Sell |
5,077
-495
| -9% | -$19.5K | 0.02% | 357 |
|
|
2014
Q1 | $224K | Buy |
+5,572
| New | +$224K | 0.03% | 344 |
|