Cerity Partners’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 | $23.4M | Buy |
544,251
+11,745
| +2% | +$505K | 0.04% | 331 |
|
|
2025
Q1 | $21.9M | Sell |
532,506
-16,602
| -3% | -$683K | 0.04% | 314 |
|
|
2024
Q4 | $23.8M | Buy |
549,108
+5,998
| +1% | +$260K | 0.05% | 284 |
|
|
2024
Q3 | $23.2M | Buy |
543,110
+4,088
| +0.8% | +$175K | 0.05% | 290 |
|
|
2024
Q2 | $20.9M | Buy |
539,022
+55,946
| +12% | +$2.17M | 0.06% | 270 |
|
|
2024
Q1 | $18.8M | Sell |
483,076
-51,128
| -10% | -$1.99M | 0.05% | 309 |
|
|
2023
Q4 | $19.7M | Buy |
534,204
+24,551
| +5% | +$906K | 0.06% | 244 |
|
|
2023
Q3 | $14.6M | Sell |
509,653
-169,951
| -25% | -$4.86M | 0.07% | 236 |
|
|
2023
Q2 | $20.6M | Buy |
679,604
+181,828
| +37% | +$5.52M | 0.08% | 224 |
|
|
2023
Q1 | $16.4M | Sell |
497,776
-101,115
| -17% | -$3.33M | 0.04% | 271 |
|
|
2022
Q4 | $25.8M | Buy |
598,891
+316,834
| +112% | +$13.6M | 0.17% | 132 |
|
|
2022
Q3 | $12.3M | Sell |
282,057
-3,278
| -1% | -$143K | 0.15% | 133 |
|
|
2022
Q2 | $13.5M | Buy |
285,335
+202,402
| +244% | +$9.6M | 0.15% | 136 |
|
|
2022
Q1 | $4.7M | Sell |
82,933
-3,267
| -4% | -$185K | 0.07% | 202 |
|
|
2021
Q4 | $5.05M | Buy |
86,200
+3,070
| +4% | +$180K | 0.08% | 205 |
|
|
2021
Q3 | $4.88M | Buy |
83,130
+1,709
| +2% | +$100K | 0.11% | 159 |
|
|
2021
Q2 | $4.52M | Sell |
81,421
-1,518
| -2% | -$84.3K | 0.1% | 166 |
|
|
2021
Q1 | $4.84M | Buy |
82,939
+3,488
| +4% | +$203K | 0.11% | 153 |
|
|
2020
Q4 | $3.81M | Buy |
79,451
+677
| +0.9% | +$32.4K | 0.12% | 141 |
|
|
2020
Q3 | $3M | Buy |
78,774
+70,258
| +825% | +$2.67M | 0.12% | 132 |
|
|
2020
Q2 | $320K | Sell |
8,516
-2,320
| -21% | -$87.2K | 0.02% | 345 |
|
|
2020
Q1 | $334K | Sell |
10,836
-7,928
| -42% | -$244K | 0.02% | 325 |
|
|
2019
Q4 | $1.06M | Buy |
+18,764
| New | +$1.06M | 0.05% | 238 |
|
|
2019
Q3 | – | Sell |
-4,259
| Closed | -$209K | – | 512 |
|
|
2019
Q2 | $209K | Buy |
+4,259
| New | +$209K | 0.01% | 448 |
|