Creative Planning’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 | $16.7M | Buy |
388,648
+109,180
| +39% | +$4.69M | 0.01% | 379 |
|
|
2025
Q1 | $11.5M | Sell |
279,468
-33,269
| -11% | -$1.37M | 0.01% | 444 |
|
|
2024
Q4 | $13.6M | Sell |
312,737
-46,761
| -13% | -$2.03M | 0.01% | 373 |
|
|
2024
Q3 | $15.4M | Sell |
359,498
-18,872
| -5% | -$807K | 0.02% | 331 |
|
|
2024
Q2 | $14.7M | Sell |
378,370
-25,038
| -6% | -$973K | 0.02% | 320 |
|
|
2024
Q1 | $15.7M | Buy |
403,408
+19,775
| +5% | +$771K | 0.02% | 306 |
|
|
2023
Q4 | $14.2M | Buy |
383,633
+15,975
| +4% | +$590K | 0.03% | 308 |
|
|
2023
Q3 | $10.5M | Buy |
367,658
+8,862
| +2% | +$254K | 0.01% | 345 |
|
|
2023
Q2 | $10.9M | Buy |
358,796
+8,754
| +3% | +$266K | 0.01% | 334 |
|
|
2023
Q1 | $11.9M | Buy |
350,042
+66,668
| +24% | +$2.27M | 0.02% | 308 |
|
|
2022
Q4 | $12.2M | Buy |
283,374
+11,588
| +4% | +$499K | 0.02% | 294 |
|
|
2022
Q3 | $11.8M | Sell |
271,786
-10,144
| -4% | -$442K | 0.02% | 272 |
|
|
2022
Q2 | $13.4M | Buy |
281,930
+94,485
| +50% | +$4.48M | 0.02% | 268 |
|
|
2022
Q1 | $10.6M | Sell |
187,445
-58,140
| -24% | -$3.3M | 0.02% | 307 |
|
|
2021
Q4 | $14.4M | Sell |
245,585
-1,433
| -0.6% | -$83.9K | 0.02% | 227 |
|
|
2021
Q3 | $14.5M | Sell |
247,018
-6,922
| -3% | -$406K | 0.03% | 213 |
|
|
2021
Q2 | $14.1M | Sell |
253,940
-30,242
| -11% | -$1.68M | 0.03% | 213 |
|
|
2021
Q1 | $16.6M | Buy |
284,182
+44,418
| +19% | +$2.59M | 0.03% | 196 |
|
|
2020
Q4 | $11.5M | Buy |
239,764
+1,150
| +0.5% | +$55.1K | 0.03% | 232 |
|
|
2020
Q3 | $9.08M | Buy |
238,614
+29,689
| +14% | +$1.13M | 0.02% | 222 |
|
|
2020
Q2 | $7.85M | Sell |
208,925
-17,426
| -8% | -$654K | 0.02% | 217 |
|
|
2020
Q1 | $6.98M | Sell |
226,351
-11,224
| -5% | -$346K | 0.02% | 214 |
|
|
2019
Q4 | $13.4M | Buy |
237,575
+58,591
| +33% | +$3.3M | 0.04% | 157 |
|
|
2019
Q3 | $9.55M | Buy |
178,984
+809
| +0.5% | +$43.2K | 0.03% | 181 |
|
|
2019
Q2 | $8.75M | Buy |
178,175
+2,185
| +1% | +$107K | 0.03% | 200 |
|
|
2019
Q1 | $8.19M | Buy |
175,990
+17,383
| +11% | +$809K | 0.03% | 199 |
|
|
2018
Q4 | $6.87M | Sell |
158,607
-8,805
| -5% | -$381K | 0.03% | 197 |
|
|
2018
Q3 | $8.13M | Buy |
167,412
+9,553
| +6% | +$464K | 0.03% | 192 |
|
|
2018
Q2 | $7.96M | Buy |
157,859
+6,974
| +5% | +$352K | 0.03% | 180 |
|
|
2018
Q1 | $7.85M | Sell |
150,885
-32,532
| -18% | -$1.69M | 0.03% | 175 |
|
|
2017
Q4 | $9.12M | Sell |
183,417
-13,596
| -7% | -$676K | 0.04% | 151 |
|
|
2017
Q3 | $9.25M | Buy |
197,013
+25,183
| +15% | +$1.18M | 0.04% | 148 |
|
|
2017
Q2 | $7.8M | Buy |
171,830
+46,858
| +37% | +$2.13M | 0.04% | 164 |
|
|
2017
Q1 | $5.59M | Buy |
124,972
+21,435
| +21% | +$958K | 0.03% | 196 |
|
|
2016
Q4 | $4.87M | Buy |
103,537
+9,642
| +10% | +$453K | 0.03% | 209 |
|
|
2016
Q3 | $3.54M | Sell |
93,895
-872
| -0.9% | -$32.9K | 0.02% | 251 |
|
|
2016
Q2 | $3.38M | Buy |
94,767
+10,755
| +13% | +$383K | 0.02% | 228 |
|
|
2016
Q1 | $2.8M | Sell |
84,012
-3,384
| -4% | -$113K | 0.02% | 253 |
|
|
2015
Q4 | $3.31M | Sell |
87,396
-19,784
| -18% | -$748K | 0.03% | 225 |
|
|
2015
Q3 | $3.82M | Buy |
107,180
+35,242
| +49% | +$1.25M | 0.03% | 186 |
|
|
2015
Q2 | $2.9M | Sell |
71,938
-1,088
| -1% | -$43.9K | 0.03% | 225 |
|
|
2015
Q1 | $2.85M | Buy |
73,026
+346
| +0.5% | +$13.5K | 0.03% | 218 |
|
|
2014
Q4 | $2.83M | Buy |
72,680
+9,213
| +15% | +$358K | 0.03% | 205 |
|
|
2014
Q3 | $2.36M | Buy |
63,467
+20,595
| +48% | +$766K | 0.03% | 211 |
|
|
2014
Q2 | $1.69M | Buy |
42,872
+241
| +0.6% | +$9.5K | 0.02% | 261 |
|
|
2014
Q1 | $1.71M | Buy |
42,631
+2,139
| +5% | +$85.9K | 0.03% | 228 |
|
|
2013
Q4 | $1.51M | Sell |
40,492
-1,942
| -5% | -$72.5K | 0.03% | 224 |
|
|
2013
Q3 | $1.43M | Buy |
42,434
+16,793
| +65% | +$567K | 0.03% | 202 |
|
|
2013
Q2 | $869K | Buy |
+25,641
| New | +$869K | 0.02% | 263 |
|