CAPTRUST Financial Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5M | Sell |
731,977
-4,006
| -0.5% | -$172K | 0.07% | 224 |
|
|
2025
Q1 | $30.3M | Sell |
735,983
-26,147
| -3% | -$1.08M | 0.08% | 215 |
|
|
2024
Q4 | $33.1M | Buy |
762,130
+177
| +0% | +$7.68K | 0.09% | 164 |
|
|
2024
Q3 | $32.6M | Buy |
761,953
+1,059
| +0.1% | +$45.3K | 0.1% | 167 |
|
|
2024
Q2 | $29.6M | Sell |
760,894
-10,077
| -1% | -$391K | 0.1% | 166 |
|
|
2024
Q1 | $30.1M | Sell |
770,971
-519,923
| -40% | -$20.3M | 0.11% | 165 |
|
|
2023
Q4 | $47.7M | Buy |
1,290,894
+370,926
| +40% | +$13.7M | 0.16% | 124 |
|
|
2023
Q3 | $26.3M | Sell |
919,968
-27,066
| -3% | -$774K | 0.1% | 164 |
|
|
2023
Q2 | $28.7M | Buy |
947,034
+44,968
| +5% | +$1.36M | 0.11% | 150 |
|
|
2023
Q1 | $30.8M | Sell |
902,066
-12,935
| -1% | -$441K | 0.14% | 140 |
|
|
2022
Q4 | $39.4M | Buy |
915,001
+7,317
| +0.8% | +$315K | 0.2% | 113 |
|
|
2022
Q3 | $39.5M | Buy |
907,684
+101,961
| +13% | +$4.44M | 0.23% | 96 |
|
|
2022
Q2 | $38.2M | Buy |
805,723
+13,467
| +2% | +$639K | 0.25% | 89 |
|
|
2022
Q1 | $44.9M | Buy |
792,256
+107,008
| +16% | +$6.07M | 0.29% | 84 |
|
|
2021
Q4 | $40.1M | Buy |
685,248
+4,511
| +0.7% | +$264K | 0.28% | 92 |
|
|
2021
Q3 | $39.9M | Buy |
680,737
+354,645
| +109% | +$20.8M | 0.33% | 74 |
|
|
2021
Q2 | $18.1M | Sell |
326,092
-26,054
| -7% | -$1.45M | 0.17% | 138 |
|
|
2021
Q1 | $20.5M | Sell |
352,146
-260,717
| -43% | -$15.2M | 0.22% | 113 |
|
|
2020
Q4 | $29.4M | Buy |
612,863
+139,698
| +30% | +$6.7M | 0.39% | 62 |
|
|
2020
Q3 | $18.3M | Buy |
473,165
+128,997
| +37% | +$5M | 0.3% | 89 |
|
|
2020
Q2 | $12.5M | Buy |
344,168
+86,921
| +34% | +$3.16M | 0.21% | 122 |
|
|
2020
Q1 | $7.32M | Sell |
257,247
-55,164
| -18% | -$1.57M | 0.16% | 146 |
|
|
2019
Q4 | $17.7M | Buy |
312,411
+187,836
| +151% | +$10.6M | 0.28% | 97 |
|
|
2019
Q3 | $6.65M | Sell |
124,575
-998
| -0.8% | -$53.3K | 0.23% | 96 |
|
|
2019
Q2 | $6.17M | Sell |
125,573
-830
| -0.7% | -$40.8K | 0.23% | 95 |
|
|
2019
Q1 | $5.88M | Sell |
126,403
-499
| -0.4% | -$23.2K | 0.24% | 82 |
|
|
2018
Q4 | $5.5M | Sell |
126,902
-3,004
| -2% | -$130K | 0.3% | 75 |
|
|
2018
Q3 | $6.31M | Buy |
129,906
+62,065
| +91% | +$3.01M | 0.28% | 68 |
|
|
2018
Q2 | $3.42M | Buy |
67,841
+10,986
| +19% | +$554K | 0.19% | 81 |
|
|
2018
Q1 | $2.9M | Sell |
56,855
-1,073
| -2% | -$54.7K | 0.18% | 81 |
|
|
2017
Q4 | $2.88M | Buy |
+57,928
| New | +$2.88M | 0.17% | 88 |
|