Diversified Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.66M | Sell |
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|
2025
Q2 | $7.37M | Sell |
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|
2025
Q1 | $7.12M | Sell |
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|
2024
Q4 | $7.77M | Sell |
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|
2024
Q3 | $7.68M | Buy |
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|
2024
Q2 | $6.96M | Buy |
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|
2024
Q1 | $6.96M | Sell |
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|
2023
Q4 | $6.78M | Buy |
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|
2023
Q3 | $5.24M | Buy |
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|
2023
Q2 | $5.48M | Buy |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $7.16M | Sell |
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|
2022
Q3 | $7.86M | Buy |
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|
2022
Q2 | $4.66M | Buy |
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|
2022
Q1 | $5.56M | Sell |
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|
2021
Q4 | $9.75M | Buy |
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|
2021
Q3 | $5.8M | Buy |
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|
2021
Q2 | $5.46M | Sell |
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|
2021
Q1 | $6.07M | Sell |
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|
2020
Q4 | $5.15M | Sell |
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|
2020
Q3 | $4.11M | Sell |
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|
2020
Q2 | $4.33M | Sell |
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|
2020
Q1 | $3.59M | Sell |
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|
2019
Q4 | $6.67M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $351K | Sell |
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|
2018
Q1 | $363K | Sell |
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|
2017
Q4 | $352K | Buy |
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|
2017
Q3 | $324K | Sell |
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|
2017
Q2 | $314K | Sell |
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|
2017
Q1 | $328K | Buy |
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|
2016
Q4 | $337K | Buy |
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|
2016
Q3 | $244K | Buy |
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|
2016
Q2 | $209K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $222K | Buy |
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|
2015
Q3 | $208K | Sell |
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|
2015
Q2 | $244K | Buy |
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|
2015
Q1 | $228K | Hold |
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|
2014
Q4 | $228K | Buy |
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|
2014
Q2 | $231K | Buy |
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|
2013
Q4 | $219K | Sell |
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|
2013
Q3 | $424K | Sell |
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|
2013
Q2 | $426K | Buy |
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