Charles Schwab’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755M | Buy |
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|
2025
Q1 | $716M | Sell |
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|
2024
Q4 | $757M | Sell |
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|
2024
Q3 | $746M | Sell |
|
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|
2024
Q2 | $684M | Sell |
|
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|
2024
Q1 | $670M | Sell |
|
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|
2023
Q4 | $691M | Buy |
|
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|
2023
Q3 | $495M | Buy |
|
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|
2023
Q2 | $524M | Buy |
|
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|
2023
Q1 | $573M | Buy |
|
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|
2022
Q4 | $676M | Buy |
|
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|
2022
Q3 | $686M | Buy |
|
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|
2022
Q2 | $705M | Buy |
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|
2022
Q1 | $811M | Buy |
|
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|
2021
Q4 | $824M | Buy |
|
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|
2021
Q3 | $819M | Buy |
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|
2021
Q2 | $770M | Sell |
|
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|
2021
Q1 | $810M | Sell |
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|
2020
Q4 | $699M | Sell |
|
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|
2020
Q3 | $568M | Sell |
|
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|
2020
Q2 | $571M | Buy |
|
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|
2020
Q1 | $469M | Buy |
|
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|
2019
Q4 | $362M | Buy |
|
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|
2019
Q3 | $202M | Buy |
|
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|
2019
Q2 | $184M | Buy |
|
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|
2019
Q1 | $169M | Buy |
|
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|
2018
Q4 | $134M | Buy |
|
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|
2018
Q3 | $145M | Buy |
|
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|
2018
Q2 | $145M | Buy |
|
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|
2018
Q1 | $146M | Buy |
|
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|
2017
Q4 | $135M | Buy |
|
|||||
|
2017
Q3 | $126M | Buy |
|
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|
2017
Q2 | $119M | Buy |
|
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|
2017
Q1 | $114M | Buy |
|
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|
2016
Q4 | $114M | Buy |
|
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|
2016
Q3 | $88.7M | Sell |
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|
2016
Q2 | $83.8M | Buy |
|
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|
2016
Q1 | $71.7M | Buy |
|
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|
2015
Q4 | $78.7M | Buy |
|
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|
2015
Q3 | $72.2M | Buy |
|
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|
2015
Q2 | $76M | Buy |
|
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|
2015
Q1 | $71M | Buy |
|
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|
2014
Q4 | $68.2M | Buy |
|
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|
2014
Q3 | $61.3M | Buy |
|
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|
2014
Q2 | $63.5M | Buy |
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|
2014
Q1 | $62M | Buy |
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|
2013
Q4 | $56.2M | Buy |
|
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|
2013
Q3 | $50.2M | Buy |
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|
2013
Q2 | $47.5M | Buy |
|