Equitable Trust’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 | $3.41M | Sell |
79,411
-4,562
| -5% | -$196K | 0.17% | 107 |
|
|
2025
Q1 | $3.46M | Sell |
83,973
-7,498
| -8% | -$309K | 0.19% | 99 |
|
|
2024
Q4 | $3.97M | Sell |
91,471
-5,751
| -6% | -$249K | 0.22% | 90 |
|
|
2024
Q3 | $4.16M | Buy |
97,222
+30,795
| +46% | +$1.32M | 0.27% | 83 |
|
|
2024
Q2 | $2.58M | Sell |
66,427
-1,828
| -3% | -$71K | 0.18% | 115 |
|
|
2024
Q1 | $2.66M | Buy |
68,255
+15,360
| +29% | +$599K | 0.18% | 112 |
|
|
2023
Q4 | $1.95M | Sell |
52,895
-442
| -0.8% | -$16.3K | 0.15% | 124 |
|
|
2023
Q3 | $1.53M | Buy |
53,337
+2,492
| +5% | +$71.3K | 0.13% | 134 |
|
|
2023
Q2 | $1.54M | Sell |
50,845
-657
| -1% | -$19.9K | 0.12% | 134 |
|
|
2023
Q1 | $1.76M | Sell |
51,502
-19,218
| -27% | -$655K | 0.14% | 126 |
|
|
2022
Q4 | $3.04M | Buy |
70,720
+12,728
| +22% | +$548K | 0.24% | 87 |
|
|
2022
Q3 | $2.52M | Sell |
57,992
-1,121
| -2% | -$48.8K | 0.21% | 103 |
|
|
2022
Q2 | $2.8M | Buy |
59,113
+5,800
| +11% | +$275K | 0.21% | 98 |
|
|
2022
Q1 | $3.02M | Sell |
53,313
-1,154
| -2% | -$65.4K | 0.19% | 105 |
|
|
2021
Q4 | $3.19M | Sell |
54,467
-32,935
| -38% | -$1.93M | 0.2% | 107 |
|
|
2021
Q3 | $5.13M | Sell |
87,402
-246
| -0.3% | -$14.4K | 0.33% | 84 |
|
|
2021
Q2 | $4.86M | Sell |
87,648
-30,839
| -26% | -$1.71M | 0.31% | 84 |
|
|
2021
Q1 | $6.91M | Sell |
118,487
-76,252
| -39% | -$4.45M | 0.51% | 51 |
|
|
2020
Q4 | $9.33M | Sell |
194,739
-319
| -0.2% | -$15.3K | 0.69% | 42 |
|
|
2020
Q3 | $7.42M | Buy |
195,058
+328
| +0.2% | +$12.5K | 0.63% | 47 |
|
|
2020
Q2 | $7.31M | Sell |
194,730
-23,856
| -11% | -$896K | 0.67% | 43 |
|
|
2020
Q1 | $6.74M | Sell |
218,586
-66,668
| -23% | -$2.06M | 0.74% | 37 |
|
|
2019
Q4 | $16.1M | Buy |
285,254
+280,996
| +6,599% | +$15.8M | 1.57% | 13 |
|
|
2019
Q3 | $227K | Hold |
4,258
| – | – | 0.02% | 262 |
|
|
2019
Q2 | $209K | Buy |
+4,258
| New | +$209K | 0.02% | 269 |
|
|
2018
Q4 | – | Sell |
-4,258
| Closed | -$206K | – | 290 |
|
|
2018
Q3 | $206K | Buy |
4,258
+250
| +6% | +$12.1K | 0.02% | 281 |
|
|
2018
Q2 | $202K | Buy |
+4,008
| New | +$202K | 0.03% | 255 |
|