Cresset Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9M | Sell |
209,268
-371
| -0.2% | -$15.9K | 0.04% | 256 |
|
|
2025
Q1 | $8.63M | Sell |
209,639
-1,899
| -0.9% | -$78.1K | 0.04% | 244 |
|
|
2024
Q4 | $9.13M | Sell |
211,538
-55,944
| -21% | -$2.41M | 0.04% | 235 |
|
|
2024
Q3 | $11.4M | Buy |
267,482
+1,699
| +0.6% | +$72.4K | 0.04% | 267 |
|
|
2024
Q2 | $10.3M | Buy |
265,783
+2,903
| +1% | +$112K | 0.04% | 267 |
|
|
2024
Q1 | $10.2M | Buy |
262,880
+11,208
| +4% | +$434K | 0.05% | 243 |
|
|
2023
Q4 | $9.29M | Sell |
251,672
-6,706
| -3% | -$248K | 0.06% | 221 |
|
|
2023
Q3 | $7.39M | Buy |
258,378
+108
| +0% | +$3.09K | 0.03% | 235 |
|
|
2023
Q2 | $7.83M | Buy |
258,270
+28,549
| +12% | +$866K | 0.01% | 216 |
|
|
2023
Q1 | $7.83M | Buy |
229,721
+3,635
| +2% | +$124K | 0.16% | 94 |
|
|
2022
Q4 | $9.43M | Buy |
226,086
+12,786
| +6% | +$533K | 0.12% | 77 |
|
|
2022
Q3 | $9.28M | Sell |
213,300
-7,531
| -3% | -$328K | 0.12% | 82 |
|
|
2022
Q2 | $10.3M | Buy |
220,831
+2,779
| +1% | +$130K | 0.13% | 72 |
|
|
2022
Q1 | $12.4M | Buy |
218,052
+432
| +0.2% | +$24.5K | 0.13% | 71 |
|
|
2021
Q4 | $12.7M | Buy |
217,620
+72,401
| +50% | +$4.24M | 0.12% | 75 |
|
|
2021
Q3 | $8.52M | Buy |
145,219
+3,770
| +3% | +$221K | 0.11% | 72 |
|
|
2021
Q2 | $7.85M | Sell |
141,449
-82,052
| -37% | -$4.55M | 0.11% | 69 |
|
|
2021
Q1 | $13M | Buy |
223,501
+3,562
| +2% | +$208K | 0.21% | 44 |
|
|
2020
Q4 | $10.5M | Sell |
219,939
-490
| -0.2% | -$23.5K | 0.17% | 51 |
|
|
2020
Q3 | $8.39M | Buy |
220,429
+9,336
| +4% | +$355K | 0.16% | 62 |
|
|
2020
Q2 | $7.93M | Buy |
211,093
+198,232
| +1,541% | +$7.44M | 0.17% | 58 |
|
|
2020
Q1 | $397K | Buy |
12,861
+3,380
| +36% | +$104K | 0.01% | 330 |
|
|
2019
Q4 | $534K | Buy |
9,481
+3,779
| +66% | +$213K | 0.01% | 290 |
|
|
2019
Q3 | $304K | Buy |
5,702
+541
| +10% | +$28.8K | 0.01% | 383 |
|
|
2019
Q2 | $254K | Buy |
5,161
+154
| +3% | +$7.58K | 0.01% | 372 |
|
|
2019
Q1 | $233K | Buy |
5,007
+356
| +8% | +$16.6K | 0.01% | 337 |
|
|
2018
Q4 | $201K | Buy |
+4,651
| New | +$201K | 0.01% | 214 |
|