D. Scott Neal’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,064
| Closed | -$351K | – | 61 |
|
|
2022
Q3 | $351K | Hold |
8,064
| – | – | 0.15% | 40 |
|
|
2022
Q2 | $382K | Hold |
8,064
| – | – | 0.16% | 40 |
|
|
2022
Q1 | $457K | Hold |
8,064
| – | – | 0.18% | 41 |
|
|
2021
Q4 | $472K | Hold |
8,064
| – | – | 0.18% | 36 |
|
|
2021
Q3 | $473K | Buy |
8,064
+34
| +0.4% | +$1.9K | 0.2% | 27 |
|
|
2021
Q2 | $446K | Buy |
8,030
+145
| +2% | +$8.52K | 0.2% | 27 |
|
|
2021
Q1 | $460K | Hold |
7,885
| – | – | 0.21% | 25 |
|
|
2020
Q4 | $378K | Sell |
7,885
-86
| -1% | -$3.89K | 0.18% | 26 |
|
|
2020
Q3 | $303K | Hold |
7,971
| – | – | 0.17% | 27 |
|
|
2020
Q2 | $299K | Hold |
7,971
| – | – | 0.19% | 27 |
|
|
2020
Q1 | $246K | Hold |
7,971
| – | – | 0.15% | 27 |
|
|
2019
Q4 | $449K | Hold |
7,971
| – | – | 0.22% | 28 |
|
|
2019
Q3 | $425K | Buy |
7,971
+139
| +2% | +$6.89K | 0.22% | 24 |
|
|
2019
Q2 | $385K | Buy |
7,832
+1,170
| +18% | +$57.3K | 0.21% | 22 |
|
|
2019
Q1 | $310K | Sell |
6,662
-10
| -0.1% | -$488 | 0.16% | 20 |
|
|
2018
Q4 | $289K | Sell |
6,672
-77
| -1% | -$3.7K | 0.16% | 20 |
|
|
2018
Q3 | $328K | Hold |
6,749
| – | – | 0.17% | 25 |
|
|
2018
Q2 | $340K | Hold |
6,749
| – | – | 0.19% | 26 |
|
|
2018
Q1 | $351K | Hold |
6,749
| – | – | 0.2% | 28 |
|
|
2017
Q4 | $336K | Sell |
6,749
-105
| -2% | -$5.07K | 0.2% | 34 |
|
|
2017
Q3 | $322K | Sell |
6,854
-55
| -0.8% | -$2.53K | 0.19% | 33 |
|
|
2017
Q2 | $314K | Hold |
6,909
| – | – | 0.21% | 33 |
|
|
2017
Q1 | $309K | Hold |
6,909
| – | – | 0.2% | 35 |
|
|
2016
Q4 | $325K | Hold |
6,909
| – | – | 0.23% | 27 |
|
|
2016
Q3 | $261K | Sell |
6,909
-68
| -1% | -$2.53K | 0.2% | 26 |
|
|
2016
Q2 | $248K | Hold |
6,977
| – | – | 0.22% | 27 |
|
|
2016
Q1 | $232K | Hold |
6,977
| – | – | 0.22% | 29 |
|
|
2015
Q4 | $264K | Hold |
6,977
| – | – | 0.21% | 27 |
|
|
2015
Q3 | $248K | Sell |
6,977
-1,000
| -13% | -$38.6K | 0.21% | 30 |
|
|
2015
Q2 | $322K | Hold |
7,977
| – | – | 0.22% | 31 |
|
|
2015
Q1 | $311K | Hold |
7,977
| – | – | 0.22% | 29 |
|
|
2014
Q4 | $310K | Hold |
7,977
| – | – | 0.22% | 31 |
|
|
2014
Q3 | $298K | Buy |
+7,977
| New | +$301K | 0.24% | 30 |
|
|
2014
Q1 | – | Sell |
-6,977
| Closed | -$260K | – | 42 |
|
|
2013
Q4 | $260K | Buy |
+6,977
| New | +$241K | 0.23% | 33 |
|
Other funds holding TFC
D. Scott Neal's TFC Position: Q4 2022 in Review
D. Scott Neal sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 8,064 shares — an estimated $351K sold.
D. Scott Neal first reported a position in TFC in Q4 2013 and held it in 34 quarters. The position peaked at $473K in Q3 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.
- D. Scott Neal reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
- D. Scott Neal sold 8,064 Truist Financial shares in Q4 2022, an estimated $351K.
- D. Scott Neal first reported a position in Truist Financial in Q4 2013 and held it in 34 quarters.
- D. Scott Neal's Truist Financial position peaked at $473K in Q3 2021.
- 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.
Based on D. Scott Neal's 13F filing for Q4 2022, filed 11 Jan 2023.