Cary Street Partners Investment Advisory’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 | $279K | Buy |
6,499
+3,353
| +107% | +$144K | 0.14% | 169 |
|
|
2025
Q1 | $129K | Buy |
3,146
+379
| +14% | +$15.6K | 0.07% | 268 |
|
|
2024
Q4 | $120K | Sell |
2,767
-69,645
| -96% | -$3.02M | 0.08% | 247 |
|
|
2024
Q3 | $3.1M | Sell |
72,412
-5,277
| -7% | -$226K | 0.11% | 198 |
|
|
2024
Q2 | $3.02M | Buy |
77,689
+863
| +1% | +$33.5K | 0.12% | 187 |
|
|
2024
Q1 | $2.99M | Sell |
76,826
-1,941
| -2% | -$75.7K | 0.13% | 183 |
|
|
2023
Q4 | $2.91M | Sell |
78,767
-1,128
| -1% | -$41.6K | 0.14% | 176 |
|
|
2023
Q3 | $2.29M | Buy |
79,895
+4,872
| +6% | +$139K | 0.12% | 199 |
|
|
2023
Q2 | $2.28M | Buy |
75,023
+25,350
| +51% | +$769K | 0.15% | 167 |
|
|
2023
Q1 | $1.69M | Sell |
49,673
-1,347
| -3% | -$45.9K | 0.12% | 185 |
|
|
2022
Q4 | $2.2M | Sell |
51,020
-1,376
| -3% | -$59.2K | 0.16% | 148 |
|
|
2022
Q3 | $2.28M | Buy |
52,396
+4,590
| +10% | +$200K | 0.19% | 133 |
|
|
2022
Q2 | $2.27M | Buy |
47,806
+41,586
| +669% | +$1.97M | 0.19% | 130 |
|
|
2022
Q1 | $353K | Sell |
6,220
-1,564
| -20% | -$88.8K | 0.1% | 187 |
|
|
2021
Q4 | $456K | Buy |
7,784
+1,707
| +28% | +$100K | 0.13% | 163 |
|
|
2021
Q3 | $356K | Sell |
6,077
-3,898
| -39% | -$228K | 0.12% | 168 |
|
|
2021
Q2 | $554K | Sell |
9,975
-3,043
| -23% | -$169K | 0.18% | 122 |
|
|
2021
Q1 | $759K | Sell |
13,018
-165,922
| -93% | -$9.67M | 0.31% | 83 |
|
|
2020
Q4 | $8.58M | Buy |
178,940
+161,799
| +944% | +$7.76M | 1.65% | 9 |
|
|
2020
Q3 | $652K | Buy |
17,141
+11,812
| +222% | +$449K | 0.14% | 155 |
|
|
2020
Q2 | $200K | Buy |
+5,329
| New | +$200K | 0.28% | 104 |
|
|
2020
Q1 | – | Sell |
-4,901
| Closed | -$276K | – | 126 |
|
|
2019
Q4 | $276K | Buy |
+4,901
| New | +$276K | 0.3% | 89 |
|
|
2018
Q4 | $217K | Buy |
+5,022
| New | +$217K | 0.21% | 89 |
|