Enterprise Financial Services Corp (EFSC)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,921
| Closed | -$210K | – | 161 |
|
|
2024
Q3 | $210K | Sell |
4,921
-578
| -11% | -$24.7K | 0.12% | 138 |
|
|
2024
Q2 | $214K | Sell |
5,499
-29
| -0.5% | -$1.13K | 0.13% | 143 |
|
|
2024
Q1 | $215K | Sell |
5,528
-3,263
| -37% | -$127K | 0.13% | 151 |
|
|
2023
Q4 | $325K | Sell |
8,791
-128
| -1% | -$4.73K | 0.2% | 113 |
|
|
2023
Q3 | $255K | Sell |
8,919
-707
| -7% | -$20.2K | 0.18% | 121 |
|
|
2023
Q2 | $292K | Buy |
9,626
+1,174
| +14% | +$35.6K | 0.19% | 114 |
|
|
2023
Q1 | $288K | Sell |
8,452
-868
| -9% | -$29.6K | 0.19% | 116 |
|
|
2022
Q4 | $401K | Buy |
9,320
+1,926
| +26% | +$82.9K | 0.28% | 86 |
|
|
2022
Q3 | $322K | Sell |
7,394
-4,423
| -37% | -$193K | 0.24% | 95 |
|
|
2022
Q2 | $560K | Sell |
11,817
-5,120
| -30% | -$243K | 0.11% | 140 |
|
|
2022
Q1 | $960K | Sell |
16,937
-2,806
| -14% | -$159K | 0.16% | 112 |
|
|
2021
Q4 | $1.16M | Sell |
19,743
-46,473
| -70% | -$2.72M | 0.18% | 103 |
|
|
2021
Q3 | $3.88M | Buy |
66,216
+53,544
| +423% | +$3.14M | 0.5% | 47 |
|
|
2021
Q2 | $704K | Sell |
12,672
-1,426
| -10% | -$79.2K | 0.11% | 123 |
|
|
2021
Q1 | $822K | Sell |
14,098
-287
| -2% | -$16.7K | 0.15% | 94 |
|
|
2020
Q4 | $689K | Sell |
14,385
-86
| -0.6% | -$4.12K | 0.13% | 99 |
|
|
2020
Q3 | $551K | Sell |
14,471
-70
| -0.5% | -$2.67K | 0.11% | 108 |
|
|
2020
Q2 | $546K | Buy |
14,541
+81
| +0.6% | +$3.04K | 0.12% | 109 |
|
|
2020
Q1 | $446K | Buy |
14,460
+2,329
| +19% | +$71.8K | 0.11% | 117 |
|
|
2019
Q4 | $683K | Buy |
12,131
+7,054
| +139% | +$397K | 0.15% | 97 |
|
|
2019
Q3 | $271K | Sell |
5,077
-24
| -0.5% | -$1.28K | 0.06% | 178 |
|
|
2019
Q2 | $250K | Buy |
5,101
+41
| +0.8% | +$2.01K | 0.05% | 198 |
|
|
2019
Q1 | $236K | Buy |
5,060
+1,192
| +31% | +$55.6K | 0.05% | 204 |
|
|
2018
Q4 | $168K | Sell |
3,868
-181
| -4% | -$7.86K | 0.11% | 133 |
|
|
2018
Q3 | $197K | Buy |
4,049
+145
| +4% | +$7.06K | 0.1% | 137 |
|
|
2018
Q2 | $197K | Sell |
3,904
-17
| -0.4% | -$858 | 0.1% | 140 |
|
|
2018
Q1 | $204K | Sell |
3,921
-7,421
| -65% | -$386K | 0.11% | 143 |
|
|
2017
Q4 | $564K | Hold |
11,342
| – | – | 0.27% | 74 |
|
|
2017
Q3 | $532K | Buy |
11,342
+7,499
| +195% | +$352K | 0.26% | 70 |
|
|
2017
Q2 | $175K | Sell |
3,843
-551
| -13% | -$25.1K | 0.09% | 151 |
|
|
2017
Q1 | $196K | Hold |
4,394
| – | – | 0.1% | 145 |
|
|
2016
Q4 | $207K | Buy |
4,394
+514
| +13% | +$24.2K | 0.1% | 137 |
|
|
2016
Q3 | $146K | Hold |
3,880
| – | – | 0.08% | 161 |
|
|
2016
Q2 | $138K | Sell |
3,880
-323
| -8% | -$11.5K | 0.08% | 158 |
|
|
2016
Q1 | $140K | Buy |
4,203
+2,281
| +119% | +$76K | 0.08% | 151 |
|
|
2015
Q4 | $73K | Buy |
1,922
+646
| +51% | +$24.5K | 0.04% | 201 |
|
|
2015
Q3 | $45K | Hold |
1,276
| – | – | 0.03% | 259 |
|
|
2015
Q2 | $51K | Sell |
1,276
-104
| -8% | -$4.16K | 0.03% | 241 |
|
|
2015
Q1 | $54K | Hold |
1,380
| – | – | 0.03% | 243 |
|
|
2014
Q4 | $54K | Hold |
1,380
| – | – | 0.03% | 246 |
|
|
2014
Q3 | $52K | Sell |
1,380
-6
| -0.4% | -$226 | 0.03% | 252 |
|
|
2014
Q2 | $55K | Hold |
1,386
| – | – | 0.03% | 248 |
|
|
2014
Q1 | $56K | Hold |
1,386
| – | – | 0.03% | 235 |
|
|
2013
Q4 | $52K | Hold |
1,386
| – | – | 0.03% | 241 |
|
|
2013
Q3 | $46K | Buy |
1,386
+397
| +40% | +$13.2K | 0.03% | 244 |
|
|
2013
Q2 | $34K | Buy |
+989
| New | +$34K | 0.02% | 247 |
|