Clarius Group LLC’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 | $335K | Sell |
7,791
-2,196
| -22% | -$94.4K | 0.02% | 329 |
|
|
2025
Q1 | $411K | Sell |
9,987
-220
| -2% | -$9.05K | 0.03% | 276 |
|
|
2024
Q4 | $443K | Sell |
10,207
-45
| -0.4% | -$1.95K | 0.03% | 243 |
|
|
2024
Q3 | $435K | Sell |
10,252
-275
| -3% | -$11.7K | 0.03% | 238 |
|
|
2024
Q2 | $409K | Sell |
10,527
-727
| -6% | -$28.2K | 0.03% | 245 |
|
|
2024
Q1 | $439K | Buy |
11,254
+231
| +2% | +$9K | 0.03% | 251 |
|
|
2023
Q4 | $407K | Sell |
11,023
-1,214
| -10% | -$44.8K | 0.03% | 277 |
|
|
2023
Q3 | $350K | Buy |
12,237
+3,230
| +36% | +$92.4K | 0.03% | 289 |
|
|
2023
Q2 | $273K | Sell |
9,007
-2,806
| -24% | -$85.2K | 0.02% | 414 |
|
|
2023
Q1 | $403K | Sell |
11,813
-2,851
| -19% | -$97.2K | 0.03% | 303 |
|
|
2022
Q4 | $631K | Buy |
14,664
+323
| +2% | +$13.9K | 0.06% | 195 |
|
|
2022
Q3 | $624K | Buy |
14,341
+322
| +2% | +$14K | 0.06% | 185 |
|
|
2022
Q2 | $665K | Sell |
14,019
-115
| -0.8% | -$5.46K | 0.07% | 180 |
|
|
2022
Q1 | $828K | Hold |
14,134
| – | – | 0.07% | 165 |
|
|
2021
Q4 | $828K | Buy |
14,134
+314
| +2% | +$18.4K | 0.07% | 165 |
|
|
2021
Q3 | $811K | Sell |
13,820
-1,057
| -7% | -$62K | 0.07% | 147 |
|
|
2021
Q2 | $826K | Buy |
14,877
+166
| +1% | +$9.22K | 0.07% | 139 |
|
|
2021
Q1 | $858K | Buy |
14,711
+2,829
| +24% | +$165K | 0.08% | 123 |
|
|
2020
Q4 | $570K | Buy |
11,882
+812
| +7% | +$39K | 0.06% | 155 |
|
|
2020
Q3 | $421K | Buy |
11,070
+2,179
| +25% | +$82.9K | 0.05% | 163 |
|
|
2020
Q2 | $334K | Sell |
8,891
-2,809
| -24% | -$106K | 0.05% | 196 |
|
|
2020
Q1 | $361K | Buy |
11,700
+1,862
| +19% | +$57.5K | 0.07% | 152 |
|
|
2019
Q4 | $542K | Buy |
9,838
+6,062
| +161% | +$334K | 0.09% | 119 |
|
|
2019
Q3 | $202K | Sell |
3,776
-504
| -12% | -$27K | 0.04% | 266 |
|
|
2019
Q2 | $210K | Buy |
+4,280
| New | +$210K | 0.04% | 240 |
|