DLA
Douglas Lane & Associates’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7M | Sell |
1,155,164
-101,993
| -8% | -$4.38M | 0.72% | 59 |
|
|
2025
Q1 | $51.7M | Sell |
1,257,157
-20,145
| -2% | -$829K | 0.76% | 51 |
|
|
2024
Q4 | $55.4M | Sell |
1,277,302
-37,534
| -3% | -$1.63M | 0.78% | 47 |
|
|
2024
Q3 | $56.2M | Sell |
1,314,836
-84,406
| -6% | -$3.61M | 0.77% | 51 |
|
|
2024
Q2 | $54.4M | Sell |
1,399,242
-58,490
| -4% | -$2.27M | 0.77% | 51 |
|
|
2024
Q1 | $56.8M | Sell |
1,457,732
-57,697
| -4% | -$2.25M | 0.8% | 53 |
|
|
2023
Q4 | $55.9M | Sell |
1,515,429
-29,108
| -2% | -$1.07M | 0.86% | 52 |
|
|
2023
Q3 | $44.2M | Buy |
1,544,537
+91,579
| +6% | +$2.62M | 0.74% | 54 |
|
|
2023
Q2 | $44.1M | Buy |
1,452,958
+148,625
| +11% | +$4.51M | 0.71% | 53 |
|
|
2023
Q1 | $44.5M | Buy |
1,304,333
+40,911
| +3% | +$1.4M | 0.74% | 53 |
|
|
2022
Q4 | $54.4M | Buy |
1,263,422
+117,573
| +10% | +$5.06M | 0.91% | 49 |
|
|
2022
Q3 | $49.9M | Buy |
1,145,849
+18,785
| +2% | +$818K | 0.92% | 42 |
|
|
2022
Q2 | $53.5M | Buy |
1,127,064
+3,575
| +0.3% | +$170K | 0.91% | 43 |
|
|
2022
Q1 | $63.7M | Sell |
1,123,489
-51,112
| -4% | -$2.9M | 0.9% | 44 |
|
|
2021
Q4 | $68.8M | Sell |
1,174,601
-22,054
| -2% | -$1.29M | 0.91% | 40 |
|
|
2021
Q3 | $70.2M | Sell |
1,196,655
-26,040
| -2% | -$1.53M | 1% | 33 |
|
|
2021
Q2 | $67.9M | Sell |
1,222,695
-46,118
| -4% | -$2.56M | 0.95% | 40 |
|
|
2021
Q1 | $74M | Sell |
1,268,813
-84,060
| -6% | -$4.9M | 1.15% | 33 |
|
|
2020
Q4 | $64.8M | Sell |
1,352,873
-114,813
| -8% | -$5.5M | 1.09% | 38 |
|
|
2020
Q3 | $55.8M | Buy |
1,467,686
+27,621
| +2% | +$1.05M | 1.11% | 38 |
|
|
2020
Q2 | $54.1M | Buy |
1,440,065
+22,199
| +2% | +$834K | 1.16% | 34 |
|
|
2020
Q1 | $43.7M | Sell |
1,417,866
-11,147
| -0.8% | -$344K | 1.15% | 36 |
|
|
2019
Q4 | $80.5M | Buy |
1,429,013
+1,539
| +0.1% | +$86.7K | 1.5% | 21 |
|
|
2019
Q3 | $76.2M | Buy |
1,427,474
+20,126
| +1% | +$1.07M | 1.52% | 19 |
|
|
2019
Q2 | $69.1M | Buy |
1,407,348
+21,114
| +2% | +$1.04M | 1.35% | 28 |
|
|
2019
Q1 | $64.5M | Sell |
1,386,234
-1,893
| -0.1% | -$88.1K | 1.34% | 28 |
|
|
2018
Q4 | $60.1M | Buy |
1,388,127
+46,387
| +3% | +$2.01M | 1.42% | 21 |
|
|
2018
Q3 | $65.1M | Buy |
1,341,740
+52,677
| +4% | +$2.56M | 1.28% | 29 |
|
|
2018
Q2 | $65M | Buy |
1,289,063
+2,889
| +0.2% | +$146K | 1.38% | 26 |
|
|
2018
Q1 | $66.9M | Buy |
1,286,174
+6,075
| +0.5% | +$316K | 1.46% | 20 |
|
|
2017
Q4 | $63.6M | Buy |
1,280,099
+29,872
| +2% | +$1.49M | 1.34% | 27 |
|
|
2017
Q3 | $58.7M | Buy |
1,250,227
+16,220
| +1% | +$761K | 1.35% | 28 |
|
|
2017
Q2 | $56M | Buy |
1,234,007
+77,110
| +7% | +$3.5M | 1.32% | 28 |
|
|
2017
Q1 | $51.7M | Buy |
1,156,897
+696
| +0.1% | +$31.1K | 1.29% | 28 |
|
|
2016
Q4 | $54.4M | Buy |
1,156,201
+45,243
| +4% | +$2.13M | 1.39% | 22 |
|
|
2016
Q3 | $41.9M | Buy |
1,110,958
+236,772
| +27% | +$8.93M | 1.12% | 37 |
|
|
2016
Q2 | $31.1M | Buy |
874,186
+182,960
| +26% | +$6.52M | 0.89% | 49 |
|
|
2016
Q1 | $23M | Buy |
+691,226
| New | +$23M | 0.63% | 60 |
|