Ethic Inc’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 | $7.32M | Sell |
171,693
-2,767
| -2% | -$118K | 0.13% | 161 |
|
|
2025
Q1 | $7.16M | Buy |
174,460
+11,857
| +7% | +$486K | 0.15% | 157 |
|
|
2024
Q4 | $7.05M | Sell |
162,603
-5,607
| -3% | -$243K | 0.14% | 149 |
|
|
2024
Q3 | $6.56M | Buy |
168,210
+58
| +0% | +$2.26K | 0.17% | 140 |
|
|
2024
Q2 | $6.53M | Sell |
168,152
-58
| -0% | -$2.25K | 0.15% | 141 |
|
|
2024
Q1 | $6.56M | Sell |
168,210
-781
| -0.5% | -$30.4K | 0.17% | 140 |
|
|
2023
Q4 | $6.24M | Buy |
168,991
+26,414
| +19% | +$975K | 0.18% | 120 |
|
|
2023
Q3 | $4.08M | Buy |
142,577
+124,300
| +680% | +$3.56M | 0.14% | 171 |
|
|
2023
Q2 | $555K | Sell |
18,277
-10,965
| -37% | -$333K | 0.02% | 619 |
|
|
2023
Q1 | $997K | Sell |
29,242
-69,685
| -70% | -$2.38M | 0.04% | 448 |
|
|
2022
Q4 | $4.26M | Buy |
98,927
+58,102
| +142% | +$2.5M | 0.23% | 114 |
|
|
2022
Q3 | $1.78M | Sell |
40,825
-44,762
| -52% | -$1.95M | 0.12% | 218 |
|
|
2022
Q2 | $4.06M | Sell |
85,587
-2,524
| -3% | -$120K | 0.28% | 87 |
|
|
2022
Q1 | $5M | Buy |
88,111
+18,468
| +27% | +$1.05M | 0.34% | 62 |
|
|
2021
Q4 | $4.08M | Buy |
69,643
+10,216
| +17% | +$598K | 0.31% | 74 |
|
|
2021
Q3 | $3.49M | Buy |
59,427
+11,363
| +24% | +$666K | 0.36% | 59 |
|
|
2021
Q2 | $2.67M | Buy |
48,064
+16,938
| +54% | +$940K | 0.32% | 68 |
|
|
2021
Q1 | $1.82M | Buy |
31,126
+15,361
| +97% | +$896K | 0.32% | 70 |
|
|
2020
Q4 | $756K | Buy |
15,765
+2,553
| +19% | +$122K | 0.2% | 125 |
|
|
2020
Q3 | $503K | Buy |
13,212
+1,609
| +14% | +$61.3K | 0.19% | 132 |
|
|
2020
Q2 | $436K | Sell |
11,603
-3,386
| -23% | -$127K | 0.25% | 119 |
|
|
2020
Q1 | $462K | Buy |
14,989
+4,250
| +40% | +$131K | 0.39% | 80 |
|
|
2019
Q4 | $605K | Buy |
+10,739
| New | +$605K | 0.45% | 72 |
|