D.A. Davidson & Co’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 | $1.37M | Buy |
31,969
+69
| +0.2% | +$2.97K | 0.01% | 719 |
|
|
2025
Q1 | $1.31M | Buy |
31,900
+700
| +2% | +$28.8K | 0.01% | 692 |
|
|
2024
Q4 | $1.35M | Buy |
31,200
+3,937
| +14% | +$171K | 0.01% | 671 |
|
|
2024
Q3 | $1.17M | Sell |
27,263
-383
| -1% | -$16.4K | 0.01% | 720 |
|
|
2024
Q2 | $1.07M | Sell |
27,646
-2,221
| -7% | -$86.2K | 0.01% | 713 |
|
|
2024
Q1 | $1.16M | Sell |
29,867
-8,564
| -22% | -$334K | 0.01% | 686 |
|
|
2023
Q4 | $1.42M | Sell |
38,431
-661
| -2% | -$24.4K | 0.01% | 604 |
|
|
2023
Q3 | $1.12M | Buy |
39,092
+2,120
| +6% | +$60.7K | 0.01% | 646 |
|
|
2023
Q2 | $1.12M | Sell |
36,972
-22,751
| -38% | -$691K | 0.01% | 655 |
|
|
2023
Q1 | $2.03M | Sell |
59,723
-4,266
| -7% | -$145K | 0.02% | 464 |
|
|
2022
Q4 | $2.76M | Buy |
63,989
+1,293
| +2% | +$55.7K | 0.03% | 372 |
|
|
2022
Q3 | $2.74M | Buy |
62,696
+10,456
| +20% | +$456K | 0.04% | 345 |
|
|
2022
Q2 | $2.48M | Buy |
52,240
+5,407
| +12% | +$256K | 0.03% | 376 |
|
|
2022
Q1 | $2.66M | Buy |
46,833
+184
| +0.4% | +$10.4K | 0.03% | 398 |
|
|
2021
Q4 | $2.73M | Sell |
46,649
-2,553
| -5% | -$149K | 0.03% | 387 |
|
|
2021
Q3 | $2.89M | Buy |
49,202
+2,258
| +5% | +$132K | 0.03% | 363 |
|
|
2021
Q2 | $2.61M | Buy |
46,944
+395
| +0.8% | +$21.9K | 0.03% | 374 |
|
|
2021
Q1 | $2.72M | Buy |
46,549
+11,753
| +34% | +$686K | 0.03% | 338 |
|
|
2020
Q4 | $1.66M | Sell |
34,796
-14,510
| -29% | -$692K | 0.03% | 381 |
|
|
2020
Q3 | $1.88M | Sell |
49,306
-3,479
| -7% | -$132K | 0.03% | 321 |
|
|
2020
Q2 | $1.98M | Sell |
52,785
-9,656
| -15% | -$363K | 0.04% | 303 |
|
|
2020
Q1 | $1.95M | Buy |
62,441
+9,395
| +18% | +$294K | 0.04% | 325 |
|
|
2019
Q4 | $2.99M | Buy |
53,046
+10,631
| +25% | +$599K | 0.05% | 287 |
|
|
2019
Q3 | $2.26M | Buy |
42,415
+6,929
| +20% | +$370K | 0.04% | 323 |
|
|
2019
Q2 | $1.74M | Sell |
35,486
-12,817
| -27% | -$630K | 0.03% | 363 |
|
|
2019
Q1 | $2.18M | Sell |
48,303
-1,790
| -4% | -$80.6K | 0.04% | 342 |
|
|
2018
Q4 | $2.17M | Sell |
50,093
-3,738
| -7% | -$162K | 0.04% | 317 |
|
|
2018
Q3 | $2.61M | Buy |
53,831
+1,783
| +3% | +$86.5K | 0.05% | 301 |
|
|
2018
Q2 | $2.63M | Buy |
52,048
+4,926
| +10% | +$248K | 0.05% | 287 |
|
|
2018
Q1 | $2.45M | Buy |
47,122
+4,900
| +12% | +$255K | 0.05% | 287 |
|
|
2017
Q4 | $2.1M | Buy |
42,222
+8,288
| +24% | +$412K | 0.04% | 310 |
|
|
2017
Q3 | $1.59M | Sell |
33,934
-2,613
| -7% | -$123K | 0.03% | 405 |
|
|
2017
Q2 | $1.66M | Buy |
36,547
+473
| +1% | +$21.5K | 0.04% | 351 |
|
|
2017
Q1 | $1.61M | Sell |
36,074
-126
| -0.3% | -$5.63K | 0.04% | 347 |
|
|
2016
Q4 | $1.7M | Buy |
36,200
+8,288
| +30% | +$389K | 0.04% | 365 |
|
|
2016
Q3 | $1.05M | Buy |
27,912
+18,951
| +211% | +$714K | 0.03% | 452 |
|
|
2016
Q2 | $318K | Buy |
8,961
+8,845
| +7,625% | +$314K | 0.01% | 687 |
|
|
2016
Q1 | $3K | Sell |
116
-33
| -22% | -$853 | ﹤0.01% | 2122 |
|
|
2015
Q4 | $5K | Sell |
149
-388
| -72% | -$13K | ﹤0.01% | 2033 |
|
|
2015
Q3 | $18K | Sell |
537
-34
| -6% | -$1.14K | ﹤0.01% | 1702 |
|
|
2015
Q2 | $21K | Sell |
571
-75
| -12% | -$2.76K | ﹤0.01% | 1700 |
|
|
2015
Q1 | $24K | Sell |
646
-772
| -54% | -$28.7K | ﹤0.01% | 1625 |
|
|
2014
Q4 | $54K | Sell |
1,418
-15,861
| -92% | -$604K | ﹤0.01% | 1406 |
|
|
2014
Q3 | $642K | Buy |
17,279
+2,028
| +13% | +$75.4K | 0.02% | 522 |
|
|
2014
Q2 | $600K | Buy |
15,251
+14,485
| +1,891% | +$570K | 0.02% | 547 |
|
|
2014
Q1 | $29K | Sell |
766
-1,804
| -70% | -$68.3K | ﹤0.01% | 1551 |
|
|
2013
Q4 | $93K | Buy |
2,570
+141
| +6% | +$5.1K | ﹤0.01% | 1094 |
|
|
2013
Q3 | $80K | Sell |
2,429
-143
| -6% | -$4.71K | ﹤0.01% | 982 |
|
|
2013
Q2 | $85K | Buy |
+2,572
| New | +$85K | ﹤0.01% | 925 |
|