Dorsey & Whitney 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
Q2 | $373K | Buy |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $534K | Sell |
|
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|
2024
Q2 | $490K | Sell |
|
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|
2024
Q1 | $507K | Buy |
|
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|
2023
Q4 | $452K | Buy |
|
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|
2023
Q3 | $299K | Buy |
|
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $308K | Buy |
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|
2019
Q4 | $519K | Buy |
|
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|
2019
Q3 | $316K | Buy |
|
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|
2019
Q2 | $275K | Buy |
|
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $289K | Buy |
|
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|
2018
Q3 | $270K | Buy |
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|
2018
Q2 | $259K | Buy |
|
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $295K | Sell |
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|
2017
Q2 | $500K | Sell |
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|
2017
Q1 | $499K | Buy |
|
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|
2016
Q4 | $258K | Hold |
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|
2016
Q3 | $207K | Buy |
|