CA
Clearstead Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
96,069
+5,978
| +7% | +$257K | 0.06% | 212 |
|
|
2025
Q1 | $3.71M | Sell |
90,091
-808
| -0.9% | -$33.2K | 0.06% | 211 |
|
|
2024
Q4 | $3.94M | Sell |
90,899
-742
| -0.8% | -$32.2K | 0.06% | 205 |
|
|
2024
Q3 | $3.92M | Sell |
91,641
-9,043
| -9% | -$387K | 0.06% | 208 |
|
|
2024
Q2 | $3.91M | Buy |
100,684
+80,172
| +391% | +$3.11M | 0.07% | 201 |
|
|
2024
Q1 | $804K | Sell |
20,512
-473
| -2% | -$18.5K | 0.04% | 257 |
|
|
2023
Q4 | $775K | Sell |
20,985
-21,377
| -50% | -$789K | 0.04% | 252 |
|
|
2023
Q3 | $1.21M | Buy |
42,362
+20,829
| +97% | +$596K | 0.04% | 272 |
|
|
2023
Q2 | $654K | Buy |
21,533
+788
| +4% | +$23.9K | 0.04% | 264 |
|
|
2023
Q1 | $707K | Buy |
20,745
+768
| +4% | +$26.2K | 0.05% | 214 |
|
|
2022
Q4 | $860K | Sell |
19,977
-96
| -0.5% | -$4.13K | 0.07% | 187 |
|
|
2022
Q3 | $874K | Sell |
20,073
-1,232
| -6% | -$53.6K | 0.08% | 169 |
|
|
2022
Q2 | $1.01M | Sell |
21,305
-915
| -4% | -$43.4K | 0.08% | 170 |
|
|
2022
Q1 | $1.26M | Buy |
22,220
+2,123
| +11% | +$120K | 0.09% | 159 |
|
|
2021
Q4 | $1.18M | Sell |
20,097
-159
| -0.8% | -$9.31K | 0.08% | 167 |
|
|
2021
Q3 | $1.19M | Buy |
20,256
+310
| +2% | +$18.2K | 0.09% | 152 |
|
|
2021
Q2 | $1.11M | Sell |
19,946
-28
| -0.1% | -$1.55K | 0.09% | 155 |
|
|
2021
Q1 | $1.17M | Buy |
19,974
+44
| +0.2% | +$2.57K | 0.1% | 148 |
|
|
2020
Q4 | $955K | Buy |
19,930
+454
| +2% | +$21.8K | 0.09% | 155 |
|
|
2020
Q3 | $741K | Sell |
19,476
-1,668
| -8% | -$63.5K | 0.08% | 153 |
|
|
2020
Q2 | $794K | Buy |
21,144
+1,063
| +5% | +$39.9K | 0.09% | 150 |
|
|
2020
Q1 | $619K | Sell |
20,081
-2,708
| -12% | -$83.5K | 0.09% | 144 |
|
|
2019
Q4 | $1.28M | Buy |
22,789
+2,388
| +12% | +$134K | 0.16% | 109 |
|
|
2019
Q3 | $1.09M | Sell |
20,401
-325
| -2% | -$17.3K | 0.15% | 113 |
|
|
2019
Q2 | $1.02M | Buy |
20,726
+1,747
| +9% | +$85.8K | 0.14% | 117 |
|
|
2019
Q1 | $883K | Sell |
18,979
-1,100
| -5% | -$51.2K | 0.12% | 120 |
|
|
2018
Q4 | $870K | Buy |
20,079
+1,890
| +10% | +$81.9K | 0.14% | 124 |
|
|
2018
Q3 | $883K | Buy |
18,189
+423
| +2% | +$20.5K | 0.12% | 117 |
|
|
2018
Q2 | $896K | Buy |
17,766
+471
| +3% | +$23.8K | 0.13% | 111 |
|
|
2018
Q1 | $900K | Hold |
17,295
| – | – | 0.13% | 112 |
|
|
2017
Q4 | $860K | Buy |
17,295
+67
| +0.4% | +$3.33K | 0.12% | 114 |
|
|
2017
Q3 | $809K | Sell |
17,228
-2,800
| -14% | -$131K | 0.11% | 130 |
|
|
2017
Q2 | $909K | Buy |
20,028
+500
| +3% | +$22.7K | 0.13% | 115 |
|
|
2017
Q1 | $873K | Buy |
19,528
+2,800
| +17% | +$125K | 0.13% | 110 |
|
|
2016
Q4 | $787K | Buy |
+16,728
| New | +$787K | 0.13% | 106 |
|