Envestnet Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154M | Buy |
3,579,415
+144,618
| +4% | +$6.22M | 0.04% | 377 |
|
|
2025
Q1 | $141M | Buy |
3,434,797
+60,957
| +2% | +$2.51M | 0.05% | 371 |
|
|
2024
Q4 | $146M | Buy |
3,373,840
+70,709
| +2% | +$3.07M | 0.05% | 362 |
|
|
2024
Q3 | $141M | Buy |
3,303,131
+299,754
| +10% | +$12.8M | 0.05% | 381 |
|
|
2024
Q2 | $117M | Sell |
3,003,377
-18,944
| -0.6% | -$736K | 0.04% | 405 |
|
|
2024
Q1 | $118M | Sell |
3,022,321
-72,380
| -2% | -$2.82M | 0.04% | 402 |
|
|
2023
Q4 | $114M | Sell |
3,094,701
-74,947
| -2% | -$2.77M | 0.05% | 371 |
|
|
2023
Q3 | $90.7M | Buy |
3,169,648
+327,640
| +12% | +$9.37M | 0.04% | 413 |
|
|
2023
Q2 | $86.3M | Sell |
2,842,008
-166,874
| -6% | -$5.06M | 0.04% | 380 |
|
|
2023
Q1 | $103M | Buy |
3,008,882
+95,284
| +3% | +$3.25M | 0.05% | 320 |
|
|
2022
Q4 | $125M | Buy |
2,913,598
+178,029
| +7% | +$7.66M | 0.06% | 262 |
|
|
2022
Q3 | $119M | Buy |
2,735,569
+317,386
| +13% | +$13.8M | 0.07% | 249 |
|
|
2022
Q2 | $115M | Buy |
2,418,183
+308,741
| +15% | +$14.6M | 0.06% | 256 |
|
|
2022
Q1 | $120M | Buy |
2,109,442
+39,941
| +2% | +$2.26M | 0.06% | 273 |
|
|
2021
Q4 | $121M | Buy |
2,069,501
+81,275
| +4% | +$4.76M | 0.06% | 278 |
|
|
2021
Q3 | $117M | Sell |
1,988,226
-754,239
| -28% | -$44.2M | 0.06% | 257 |
|
|
2021
Q2 | $152M | Buy |
2,742,465
+780,632
| +40% | +$43.3M | 0.09% | 205 |
|
|
2021
Q1 | $114M | Buy |
1,961,833
+529,998
| +37% | +$30.9M | 0.07% | 219 |
|
|
2020
Q4 | $68.6M | Buy |
1,431,835
+248,508
| +21% | +$11.9M | 0.05% | 278 |
|
|
2020
Q3 | $45M | Buy |
1,183,327
+6,145
| +0.5% | +$234K | 0.04% | 330 |
|
|
2020
Q2 | $44.2M | Sell |
1,177,182
-66,490
| -5% | -$2.5M | 0.04% | 312 |
|
|
2020
Q1 | $38.4M | Sell |
1,243,672
-314,396
| -20% | -$9.7M | 0.05% | 287 |
|
|
2019
Q4 | $87.2M | Buy |
1,558,068
+675,307
| +76% | +$37.8M | 0.09% | 169 |
|
|
2019
Q3 | $47.1M | Buy |
882,761
+103,112
| +13% | +$5.5M | 0.05% | 272 |
|
|
2019
Q2 | $38.3M | Buy |
779,649
+92,224
| +13% | +$4.53M | 0.05% | 290 |
|
|
2019
Q1 | $32M | Buy |
687,425
+68,236
| +11% | +$3.18M | 0.04% | 310 |
|
|
2018
Q4 | $26.8M | Buy |
619,189
+603,233
| +3,781% | +$26.1M | 0.04% | 300 |
|
|
2018
Q3 | $774K | Sell |
15,956
-104,002
| -87% | -$5.04M | ﹤0.01% | 818 |
|
|
2018
Q2 | $6.05M | Sell |
119,958
-8,034
| -6% | -$405K | 0.01% | 445 |
|
|
2018
Q1 | $6.67M | Sell |
127,992
-46,989
| -27% | -$2.45M | 0.02% | 323 |
|
|
2017
Q4 | $8.7M | Buy |
174,981
+2,457
| +1% | +$122K | 0.02% | 424 |
|
|
2017
Q3 | $8.1M | Sell |
172,524
-23,598
| -12% | -$1.11M | 0.02% | 418 |
|
|
2017
Q2 | $8.91M | Sell |
196,122
-16,418
| -8% | -$745K | 0.02% | 396 |
|
|
2017
Q1 | $9.5M | Sell |
212,540
-20,345
| -9% | -$909K | 0.03% | 378 |
|
|
2016
Q4 | $11M | Sell |
232,885
-52,166
| -18% | -$2.45M | 0.04% | 313 |
|
|
2016
Q3 | $10.8M | Sell |
285,051
-38,530
| -12% | -$1.45M | 0.04% | 323 |
|
|
2016
Q2 | $11.5M | Sell |
323,581
-16,265
| -5% | -$579K | 0.05% | 337 |
|
|
2016
Q1 | $11.3M | Buy |
339,846
+22,252
| +7% | +$740K | 0.05% | 314 |
|
|
2015
Q4 | $12M | Buy |
317,594
+27,260
| +9% | +$1.03M | 0.05% | 295 |
|
|
2015
Q3 | $10.3M | Sell |
290,334
-38,850
| -12% | -$1.38M | 0.05% | 319 |
|
|
2015
Q2 | $13.3M | Sell |
329,184
-7,406
| -2% | -$299K | 0.06% | 281 |
|
|
2015
Q1 | $13.1M | Buy |
336,590
+323,473
| +2,466% | +$12.6M | 0.07% | 278 |
|
|
2014
Q4 | $510K | Sell |
13,117
-3,773
| -22% | -$147K | 0.01% | 706 |
|
|
2014
Q3 | $628K | Buy |
16,890
+2,139
| +15% | +$79.5K | 0.01% | 711 |
|
|
2014
Q2 | $582K | Buy |
14,751
+4,691
| +47% | +$185K | 0.01% | 718 |
|
|
2014
Q1 | $404K | Sell |
10,060
-1,855
| -16% | -$74.5K | ﹤0.01% | 705 |
|
|
2013
Q4 | $445K | Sell |
11,915
-860
| -7% | -$32.1K | 0.01% | 652 |
|
|
2013
Q3 | $431K | Sell |
12,775
-1,383
| -10% | -$46.7K | 0.01% | 642 |
|
|
2013
Q2 | $480K | Buy |
+14,158
| New | +$480K | 0.01% | 589 |
|