Checchi Capital Advisers’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 | $501K | Sell |
11,660
-1,696
| -13% | -$72.9K | 0.03% | 330 |
|
|
2025
Q1 | $550K | Buy |
13,356
+350
| +3% | +$14.4K | 0.03% | 308 |
|
|
2024
Q4 | $564K | Buy |
13,006
+424
| +3% | +$18.4K | 0.03% | 293 |
|
|
2024
Q3 | $538K | Buy |
12,582
+1,219
| +11% | +$52.1K | 0.03% | 309 |
|
|
2024
Q2 | $441K | Buy |
11,363
+527
| +5% | +$20.5K | 0.02% | 338 |
|
|
2024
Q1 | $422K | Buy |
10,836
+1,123
| +12% | +$43.8K | 0.03% | 362 |
|
|
2023
Q4 | $359K | Sell |
9,713
-6
| -0.1% | -$222 | 0.03% | 386 |
|
|
2023
Q3 | $278K | Buy |
9,719
+836
| +9% | +$23.9K | 0.03% | 421 |
|
|
2023
Q2 | $270K | Sell |
8,883
-3,134
| -26% | -$95.1K | 0.02% | 458 |
|
|
2023
Q1 | $410K | Sell |
12,017
-1,764
| -13% | -$60.2K | 0.04% | 332 |
|
|
2022
Q4 | $593K | Sell |
13,781
-2,151
| -14% | -$92.6K | 0.06% | 237 |
|
|
2022
Q3 | $694K | Sell |
15,932
-178
| -1% | -$7.75K | 0.06% | 200 |
|
|
2022
Q2 | $813K | Buy |
16,110
+4,346
| +37% | +$219K | 0.07% | 190 |
|
|
2022
Q1 | $667K | Buy |
11,764
+765
| +7% | +$43.4K | 0.06% | 218 |
|
|
2021
Q4 | $644K | Buy |
10,999
+540
| +5% | +$31.6K | 0.06% | 203 |
|
|
2021
Q3 | $613K | Buy |
10,459
+4
| +0% | +$234 | 0.06% | 202 |
|
|
2021
Q2 | $580K | Sell |
10,455
-77
| -0.7% | -$4.27K | 0.06% | 220 |
|
|
2021
Q1 | $614K | Sell |
10,532
-61
| -0.6% | -$3.56K | 0.06% | 198 |
|
|
2020
Q4 | $508K | Sell |
10,593
-30
| -0.3% | -$1.44K | 0.05% | 231 |
|
|
2020
Q3 | $404K | Sell |
10,623
-54
| -0.5% | -$2.05K | 0.04% | 233 |
|
|
2020
Q2 | $401K | Sell |
10,677
-63
| -0.6% | -$2.37K | 0.05% | 231 |
|
|
2020
Q1 | $335K | Sell |
10,740
-235
| -2% | -$7.33K | 0.03% | 225 |
|
|
2019
Q4 | $618K | Buy |
10,975
+5,337
| +95% | +$301K | 0.08% | 162 |
|
|
2019
Q3 | $301K | Buy |
5,638
+254
| +5% | +$13.6K | 0.04% | 284 |
|
|
2019
Q2 | $265K | Buy |
5,384
+2
| +0% | +$98 | 0.03% | 324 |
|
|
2019
Q1 | $250K | Sell |
5,382
-104
| -2% | -$4.83K | 0.03% | 326 |
|
|
2018
Q4 | $238K | Sell |
5,486
-1,672
| -23% | -$72.5K | 0.03% | 297 |
|
|
2018
Q3 | $347K | Buy |
7,158
+981
| +16% | +$47.6K | 0.04% | 277 |
|
|
2018
Q2 | $312K | Buy |
6,177
+168
| +3% | +$8.49K | 0.04% | 285 |
|
|
2018
Q1 | $313K | Buy |
6,009
+129
| +2% | +$6.72K | 0.04% | 282 |
|
|
2017
Q4 | $292K | Buy |
5,880
+291
| +5% | +$14.5K | 0.04% | 297 |
|
|
2017
Q3 | $262K | Buy |
5,589
+351
| +7% | +$16.5K | 0.03% | 301 |
|
|
2017
Q2 | $238K | Sell |
5,238
-597
| -10% | -$27.1K | 0.03% | 320 |
|
|
2017
Q1 | $261K | Sell |
5,835
-933
| -14% | -$41.7K | 0.03% | 313 |
|
|
2016
Q4 | $318K | Buy |
6,768
+782
| +13% | +$36.7K | 0.04% | 246 |
|
|
2016
Q3 | $226K | Sell |
5,986
-63
| -1% | -$2.38K | 0.03% | 322 |
|
|
2016
Q2 | $215K | Sell |
6,049
-385
| -6% | -$13.7K | 0.02% | 315 |
|
|
2016
Q1 | $214K | Sell |
6,434
-504
| -7% | -$16.8K | 0.05% | 311 |
|
|
2015
Q4 | $262K | Buy |
6,938
+371
| +6% | +$14K | 0.07% | 262 |
|
|
2015
Q3 | $234K | Buy |
6,567
+241
| +4% | +$8.59K | 0.06% | 279 |
|
|
2015
Q2 | $255K | Buy |
6,326
+212
| +3% | +$8.55K | 0.07% | 269 |
|
|
2015
Q1 | $238K | Sell |
6,114
-446
| -7% | -$17.4K | 0.07% | 277 |
|
|
2014
Q4 | $255K | Buy |
+6,560
| New | +$255K | 0.1% | 229 |
|