Cornerstone Advisory’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 | $798K | Sell |
18,565
-524
| -3% | -$22.5K | 0.09% | 111 |
|
|
2025
Q1 | $744K | Buy |
19,089
+59
| +0.3% | +$2.3K | 0.09% | 110 |
|
|
2024
Q4 | $891K | Sell |
19,030
-769
| -4% | -$36K | 0.1% | 96 |
|
|
2024
Q3 | $847K | Sell |
19,799
-555
| -3% | -$23.7K | 0.11% | 95 |
|
|
2024
Q2 | $791K | Buy |
20,354
+708
| +4% | +$27.5K | 0.11% | 87 |
|
|
2024
Q1 | $766K | Buy |
19,646
+80
| +0.4% | +$3.12K | 0.11% | 102 |
|
|
2023
Q4 | $722K | Sell |
19,566
-1,827
| -9% | -$67.5K | 0.11% | 109 |
|
|
2023
Q3 | $612K | Sell |
21,393
-12,555
| -37% | -$359K | 0.11% | 114 |
|
|
2023
Q2 | $1.03M | Buy |
33,948
+634
| +2% | +$19.2K | 0.18% | 80 |
|
|
2023
Q1 | $1.14M | Sell |
33,314
-680
| -2% | -$23.2K | 0.2% | 73 |
|
|
2022
Q4 | $1.46M | Buy |
33,994
+1,124
| +3% | +$48.4K | 0.29% | 54 |
|
|
2022
Q3 | $1.43M | Sell |
32,870
-108
| -0.3% | -$4.7K | 0.32% | 54 |
|
|
2022
Q2 | $1.56M | Sell |
32,978
-21,936
| -40% | -$1.04M | 0.36% | 50 |
|
|
2022
Q1 | $3.11M | Buy |
54,914
+6,641
| +14% | +$376K | 0.47% | 40 |
|
|
2021
Q4 | $2.83M | Hold |
48,273
| – | – | 0.41% | 42 |
|
|
2021
Q3 | $2.83M | Sell |
48,273
-848
| -2% | -$49.7K | 0.47% | 42 |
|
|
2021
Q2 | $2.73M | Buy |
49,121
+25,250
| +106% | +$1.4M | 0.46% | 41 |
|
|
2021
Q1 | $1.39M | Sell |
23,871
-164
| -0.7% | -$9.56K | 0.26% | 72 |
|
|
2020
Q4 | $1.15M | Buy |
24,035
+13,231
| +122% | +$634K | 0.23% | 81 |
|
|
2020
Q3 | $411K | Sell |
10,804
-9,445
| -47% | -$359K | 0.1% | 139 |
|
|
2020
Q2 | $760K | Buy |
20,249
+5,947
| +42% | +$223K | 0.2% | 86 |
|
|
2020
Q1 | $441K | Buy |
14,302
+5,912
| +70% | +$182K | 0.13% | 99 |
|
|
2019
Q4 | $473K | Buy |
+8,390
| New | +$473K | 0.1% | 116 |
|