Dana Investment Advisors’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 | $4.29M | Sell |
99,766
-9,685
| -9% | -$416K | 0.14% | 177 |
|
|
2025
Q1 | $4.5M | Sell |
109,451
-26,218
| -19% | -$1.08M | 0.16% | 160 |
|
|
2024
Q4 | $5.89M | Buy |
135,669
+3,371
| +3% | +$146K | 0.19% | 141 |
|
|
2024
Q3 | $5.66M | Buy |
132,298
+3,222
| +2% | +$138K | 0.19% | 151 |
|
|
2024
Q2 | $5.01M | Sell |
129,076
-9,148
| -7% | -$355K | 0.17% | 164 |
|
|
2024
Q1 | $5.39M | Buy |
138,224
+18,576
| +16% | +$724K | 0.18% | 158 |
|
|
2023
Q4 | $4.42M | Buy |
119,648
+9,371
| +8% | +$346K | 0.21% | 103 |
|
|
2023
Q3 | $3.16M | Buy |
110,277
+20,430
| +23% | +$585K | 0.16% | 115 |
|
|
2023
Q2 | $2.73M | Sell |
89,847
-208,902
| -70% | -$6.34M | 0.13% | 114 |
|
|
2023
Q1 | $10.2M | Buy |
298,749
+16,762
| +6% | +$572K | 0.52% | 64 |
|
|
2022
Q4 | $12.1M | Buy |
281,987
+23,934
| +9% | +$1.03M | 0.64% | 50 |
|
|
2022
Q3 | $11.2M | Buy |
258,053
+3,385
| +1% | +$147K | 0.64% | 52 |
|
|
2022
Q2 | $12.1M | Buy |
254,668
+4,009
| +2% | +$190K | 0.61% | 54 |
|
|
2022
Q1 | $14.2M | Buy |
250,659
+25,718
| +11% | +$1.46M | 0.66% | 56 |
|
|
2021
Q4 | $13.2M | Sell |
224,941
-2,187
| -1% | -$128K | 0.57% | 58 |
|
|
2021
Q3 | $13.3M | Buy |
227,128
+9,129
| +4% | +$535K | 0.6% | 56 |
|
|
2021
Q2 | $12.1M | Buy |
217,999
+1,129
| +0.5% | +$62.7K | 0.54% | 61 |
|
|
2021
Q1 | $12.6M | Buy |
216,870
+3,117
| +1% | +$182K | 0.58% | 57 |
|
|
2020
Q4 | $10.2M | Sell |
213,753
-28,360
| -12% | -$1.36M | 0.51% | 65 |
|
|
2020
Q3 | $9.21M | Sell |
242,113
-30,614
| -11% | -$1.16M | 0.5% | 68 |
|
|
2020
Q2 | $10.2M | Sell |
272,727
-6,791
| -2% | -$255K | 0.55% | 65 |
|
|
2020
Q1 | $8.62M | Sell |
279,518
-4,670
| -2% | -$144K | 0.53% | 63 |
|
|
2019
Q4 | $16M | Buy |
284,188
+134,567
| +90% | +$7.58M | 0.77% | 50 |
|
|
2019
Q3 | $7.99M | Buy |
149,621
+26,359
| +21% | +$1.41M | 0.41% | 73 |
|
|
2019
Q2 | $6.06M | Buy |
123,262
+77,744
| +171% | +$3.82M | 0.3% | 82 |
|
|
2019
Q1 | $2.12M | Buy |
45,518
+35,182
| +340% | +$1.64M | 0.1% | 145 |
|
|
2018
Q4 | $448K | Buy |
10,336
+4,786
| +86% | +$207K | 0.02% | 221 |
|
|
2018
Q3 | $269K | Hold |
5,550
| – | – | 0.01% | 253 |
|
|
2018
Q2 | $280K | Hold |
5,550
| – | – | 0.01% | 249 |
|
|
2018
Q1 | $289K | Buy |
5,550
+151
| +3% | +$7.86K | 0.01% | 247 |
|
|
2017
Q4 | $268K | Hold |
5,399
| – | – | 0.01% | 253 |
|
|
2017
Q3 | $253K | Sell |
5,399
-230
| -4% | -$10.8K | 0.01% | 248 |
|
|
2017
Q2 | $256K | Buy |
5,629
+142
| +3% | +$6.46K | 0.01% | 257 |
|
|
2017
Q1 | $245K | Buy |
5,487
+522
| +11% | +$23.3K | 0.01% | 260 |
|
|
2016
Q4 | $233K | Buy |
+4,965
| New | +$233K | 0.01% | 273 |
|