Certified Advisory Corp’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 | $1M | Sell |
23,295
-224
| -1% | -$9.63K | 0.1% | 151 |
|
|
2025
Q1 | $968K | Sell |
23,519
-227
| -1% | -$9.34K | 0.11% | 150 |
|
|
2024
Q4 | $1.03M | Buy |
23,746
+4
| +0% | +$174 | 0.11% | 145 |
|
|
2024
Q3 | $1.02M | Buy |
23,742
+1,487
| +7% | +$63.6K | 0.11% | 144 |
|
|
2024
Q2 | $865K | Buy |
22,255
+72
| +0.3% | +$2.8K | 0.11% | 144 |
|
|
2024
Q1 | $865K | Sell |
22,183
-352
| -2% | -$13.7K | 0.12% | 140 |
|
|
2023
Q4 | $832K | Sell |
22,535
-39
| -0.2% | -$1.44K | 0.13% | 139 |
|
|
2023
Q3 | $646K | Buy |
22,574
+261
| +1% | +$7.47K | 0.12% | 144 |
|
|
2023
Q2 | $677K | Sell |
22,313
-421
| -2% | -$12.8K | 0.12% | 136 |
|
|
2023
Q1 | $775K | Sell |
22,734
-490
| -2% | -$16.7K | 0.14% | 139 |
|
|
2022
Q4 | $999K | Buy |
23,224
+20
| +0.1% | +$861 | 0.2% | 118 |
|
|
2022
Q3 | $1.01M | Buy |
23,204
+19
| +0.1% | +$828 | 0.23% | 105 |
|
|
2022
Q2 | $1.1M | Sell |
23,185
-484
| -2% | -$23K | 0.25% | 102 |
|
|
2022
Q1 | $1.34M | Buy |
23,669
+14
| +0.1% | +$794 | 0.29% | 90 |
|
|
2021
Q4 | $1.39M | Buy |
23,655
+14,977
| +173% | +$877K | 0.31% | 87 |
|
|
2021
Q3 | $509K | Sell |
8,678
-129
| -1% | -$7.57K | 0.12% | 153 |
|
|
2021
Q2 | $489K | Sell |
8,807
-448
| -5% | -$24.9K | 0.12% | 148 |
|
|
2021
Q1 | $540K | Buy |
+9,255
| New | +$540K | 0.14% | 135 |
|
|
2020
Q2 | $313K | Sell |
8,343
-985
| -11% | -$37K | 0.1% | 150 |
|
|
2020
Q1 | $288K | Sell |
9,328
-568
| -6% | -$17.5K | 0.11% | 139 |
|
|
2019
Q4 | $557K | Buy |
9,896
+2,160
| +28% | +$122K | 0.18% | 109 |
|
|
2019
Q3 | $413K | Buy |
7,736
+6,011
| +348% | +$321K | 0.14% | 128 |
|
|
2019
Q2 | $85K | Sell |
1,725
-22
| -1% | -$1.08K | 0.03% | 251 |
|
|
2019
Q1 | $81K | Sell |
1,747
-87
| -5% | -$4.03K | 0.03% | 237 |
|
|
2018
Q4 | $79K | Sell |
1,834
-841
| -31% | -$36.2K | 0.04% | 219 |
|
|
2018
Q3 | $130K | Buy |
2,675
+8
| +0.3% | +$389 | 0.06% | 182 |
|
|
2018
Q2 | $135K | Buy |
2,667
+9
| +0.3% | +$456 | 0.08% | 167 |
|
|
2018
Q1 | $137K | Buy |
2,658
+2,126
| +400% | +$110K | 0.08% | 166 |
|
|
2017
Q4 | $26K | Buy |
+532
| New | +$26K | 0.02% | 328 |
|