Equitable Holdings’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
17,544
+4,424
| +34% | +$190K | 0.01% | 887 |
|
|
2025
Q1 | $540K | Buy |
13,120
+1,677
| +15% | +$69K | 0.01% | 895 |
|
|
2024
Q4 | $496K | Sell |
11,443
-313
| -3% | -$13.6K | ﹤0.01% | 871 |
|
|
2024
Q3 | $503K | Sell |
11,756
-399
| -3% | -$17.1K | ﹤0.01% | 861 |
|
|
2024
Q2 | $472K | Buy |
12,155
+2,302
| +23% | +$89.4K | 0.01% | 849 |
|
|
2024
Q1 | $384K | Buy |
9,853
+1,031
| +12% | +$40.2K | ﹤0.01% | 897 |
|
|
2023
Q4 | $326K | Sell |
8,822
-1,122
| -11% | -$41.4K | ﹤0.01% | 918 |
|
|
2023
Q3 | $284K | Sell |
9,944
-9,600
| -49% | -$275K | ﹤0.01% | 886 |
|
|
2023
Q2 | $593K | Sell |
19,544
-90
| -0.5% | -$2.73K | 0.01% | 651 |
|
|
2023
Q1 | $670K | Buy |
19,634
+5,323
| +37% | +$182K | 0.01% | 569 |
|
|
2022
Q4 | $616K | Buy |
14,311
+1,029
| +8% | +$44.3K | 0.01% | 565 |
|
|
2022
Q3 | $578K | Buy |
13,282
+366
| +3% | +$15.9K | 0.01% | 529 |
|
|
2022
Q2 | $613K | Sell |
12,916
-142
| -1% | -$6.74K | 0.01% | 514 |
|
|
2022
Q1 | $740K | Sell |
13,058
-484
| -4% | -$27.4K | 0.01% | 483 |
|
|
2021
Q4 | $793K | Buy |
13,542
+21
| +0.2% | +$1.23K | 0.01% | 457 |
|
|
2021
Q3 | $793K | Sell |
13,521
-60
| -0.4% | -$3.52K | 0.01% | 437 |
|
|
2021
Q2 | $754K | Buy |
13,581
+2,840
| +26% | +$158K | 0.01% | 437 |
|
|
2021
Q1 | $626K | Sell |
10,741
-147
| -1% | -$8.57K | 0.01% | 454 |
|
|
2020
Q4 | $522K | Sell |
10,888
-134
| -1% | -$6.42K | 0.01% | 453 |
|
|
2020
Q3 | $419K | Sell |
11,022
-17,024
| -61% | -$647K | 0.01% | 466 |
|
|
2020
Q2 | $1.05M | Buy |
28,046
+2,624
| +10% | +$98.5K | 0.03% | 294 |
|
|
2020
Q1 | $784K | Sell |
25,422
-2,151
| -8% | -$66.3K | 0.03% | 303 |
|
|
2019
Q4 | $1.55M | Buy |
+27,573
| New | +$1.55M | 0.05% | 233 |
|