Dorsey & Whitney Trust’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 | $373K | Buy |
8,678
+418
| +5% | +$18K | 0.02% | 492 |
|
|
2025
Q1 | $340K | Buy |
8,260
+38
| +0.5% | +$1.56K | 0.02% | 486 |
|
|
2024
Q4 | $357K | Sell |
8,222
-4,275
| -34% | -$185K | 0.02% | 469 |
|
|
2024
Q3 | $534K | Sell |
12,497
-106
| -0.8% | -$4.53K | 0.03% | 384 |
|
|
2024
Q2 | $490K | Sell |
12,603
-403
| -3% | -$15.7K | 0.03% | 361 |
|
|
2024
Q1 | $507K | Buy |
13,006
+766
| +6% | +$29.9K | 0.03% | 358 |
|
|
2023
Q4 | $452K | Buy |
12,240
+1,783
| +17% | +$65.8K | 0.03% | 364 |
|
|
2023
Q3 | $299K | Buy |
10,457
+1,741
| +20% | +$49.8K | 0.03% | 419 |
|
|
2023
Q2 | $265K | Buy |
+8,716
| New | +$265K | 0.02% | 469 |
|
|
2023
Q1 | – | Sell |
-4,880
| Closed | -$210K | – | 601 |
|
|
2022
Q4 | $210K | Buy |
+4,880
| New | +$210K | 0.02% | 521 |
|
|
2021
Q2 | – | Sell |
-6,000
| Closed | -$351K | – | 546 |
|
|
2021
Q1 | $351K | Buy |
6,000
+285
| +5% | +$16.7K | 0.04% | 353 |
|
|
2020
Q4 | $274K | Buy |
5,715
+95
| +2% | +$4.56K | 0.03% | 372 |
|
|
2020
Q3 | $214K | Sell |
5,620
-844
| -13% | -$32.1K | 0.03% | 380 |
|
|
2020
Q2 | $237K | Sell |
6,464
-3,561
| -36% | -$131K | 0.03% | 361 |
|
|
2020
Q1 | $308K | Buy |
10,025
+808
| +9% | +$24.8K | 0.05% | 267 |
|
|
2019
Q4 | $519K | Buy |
9,217
+3,298
| +56% | +$186K | 0.07% | 227 |
|
|
2019
Q3 | $316K | Buy |
5,919
+297
| +5% | +$15.9K | 0.05% | 294 |
|
|
2019
Q2 | $275K | Buy |
5,622
+300
| +6% | +$14.7K | 0.04% | 307 |
|
|
2019
Q1 | $248K | Sell |
5,322
-1,328
| -20% | -$61.9K | 0.04% | 318 |
|
|
2018
Q4 | $289K | Buy |
6,650
+1,086
| +20% | +$47.2K | 0.05% | 263 |
|
|
2018
Q3 | $270K | Buy |
5,564
+412
| +8% | +$20K | 0.04% | 312 |
|
|
2018
Q2 | $259K | Buy |
5,152
+280
| +6% | +$14.1K | 0.05% | 289 |
|
|
2018
Q1 | $252K | Sell |
4,872
-120
| -2% | -$6.21K | 0.05% | 283 |
|
|
2017
Q4 | $248K | Sell |
4,992
-1,266
| -20% | -$62.9K | 0.05% | 282 |
|
|
2017
Q3 | $295K | Sell |
6,258
-4,760
| -43% | -$224K | 0.06% | 233 |
|
|
2017
Q2 | $500K | Sell |
11,018
-146
| -1% | -$6.63K | 0.1% | 163 |
|
|
2017
Q1 | $499K | Buy |
11,164
+5,702
| +104% | +$255K | 0.1% | 156 |
|
|
2016
Q4 | $258K | Hold |
5,462
| – | – | 0.06% | 217 |
|
|
2016
Q3 | $207K | Buy |
+5,462
| New | +$207K | 0.05% | 267 |
|