Douglass Winthrop Advisors’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 | $802K | Sell |
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|
2025
Q1 | $816K | Buy |
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|
2024
Q4 | $823K | Hold |
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|
2024
Q3 | $812K | Buy |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $739K | Hold |
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|
2023
Q3 | $573K | Hold |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $754K | Hold |
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|
2022
Q3 | $763K | Sell |
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|
2022
Q2 | $858K | Buy |
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|
2022
Q1 | $994K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $985K | Sell |
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|
2021
Q1 | $1.15M | Hold |
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|
2020
Q4 | $947K | Sell |
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|
2020
Q3 | $763K | Sell |
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|
2020
Q2 | $850K | Buy |
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|
2020
Q1 | $661K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $911K | Hold |
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|
2017
Q3 | $860K | Buy |
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|
2017
Q2 | $808K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $312K | Hold |
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|
2015
Q1 | $312K | Sell |
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|
2014
Q4 | $321K | Buy |
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|
2014
Q3 | $298K | Buy |
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