Envestnet Asset Management’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 | $154M | Buy |
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|
2025
Q1 | $141M | Buy |
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|
2024
Q4 | $146M | Buy |
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|
2024
Q3 | $141M | Buy |
|
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|
2024
Q2 | $117M | Sell |
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|
2024
Q1 | $118M | Sell |
|
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|
2023
Q4 | $114M | Sell |
|
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|
2023
Q3 | $90.7M | Buy |
|
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|
2023
Q2 | $86.3M | Sell |
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|
2023
Q1 | $103M | Buy |
|
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|
2022
Q4 | $125M | Buy |
|
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|
2022
Q3 | $119M | Buy |
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|
2022
Q2 | $115M | Buy |
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|
2022
Q1 | $120M | Buy |
|
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|
2021
Q4 | $121M | Buy |
|
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|
2021
Q3 | $117M | Sell |
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|
2021
Q2 | $152M | Buy |
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|
2021
Q1 | $114M | Buy |
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|
2020
Q4 | $68.6M | Buy |
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|
2020
Q3 | $45M | Buy |
|
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|
2020
Q2 | $44.2M | Sell |
|
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|
2020
Q1 | $38.4M | Sell |
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|
2019
Q4 | $87.2M | Buy |
|
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|
2019
Q3 | $47.1M | Buy |
|
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|
2019
Q2 | $38.3M | Buy |
|
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|
2019
Q1 | $32M | Buy |
|
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|
2018
Q4 | $26.8M | Buy |
|
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|
2018
Q3 | $774K | Sell |
|
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|
2018
Q2 | $6.05M | Sell |
|
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|
2018
Q1 | $6.67M | Sell |
|
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|
2017
Q4 | $8.7M | Buy |
|
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|
2017
Q3 | $8.1M | Sell |
|
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|
2017
Q2 | $8.9M | Sell |
|
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|
2017
Q1 | $9.5M | Sell |
|
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|
2016
Q4 | $10.9M | Sell |
|
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|
2016
Q3 | $10.8M | Sell |
|
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|
2016
Q2 | $11.5M | Sell |
|
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|
2016
Q1 | $11.3M | Buy |
|
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|
2015
Q4 | $12M | Buy |
|
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|
2015
Q3 | $10.3M | Sell |
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|
2015
Q2 | $13.3M | Sell |
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|
2015
Q1 | $13.1M | Buy |
|
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|
2014
Q4 | $510K | Sell |
|
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|
2014
Q3 | $628K | Buy |
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|
2014
Q2 | $582K | Buy |
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|
2014
Q1 | $404K | Sell |
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|
2013
Q4 | $445K | Sell |
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|
2013
Q3 | $431K | Sell |
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|
2013
Q2 | $480K | Buy |
|