Evercore Wealth 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 | $537K | Sell |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $547K | Hold |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $326K | Hold |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $663K | Buy |
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|
2020
Q3 | $503K | Sell |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $976K | Buy |
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|
2019
Q3 | $265K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $327K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $193K | Sell |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $203K | Buy |
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|
2017
Q1 | $192K | Sell |
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|
2016
Q4 | $204K | Sell |
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|
2016
Q3 | $195K | Hold |
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|
2016
Q2 | $184K | Sell |
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|
2016
Q1 | $217K | Buy |
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|
2015
Q4 | $196K | Sell |
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|
2015
Q3 | $192K | Sell |
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|
2015
Q2 | $229K | Sell |
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|
2015
Q1 | $255K | Buy |
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|
2014
Q4 | $228K | Buy |
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|
2014
Q3 | $53K | Sell |
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|
2014
Q2 | $61K | Buy |
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|
2014
Q1 | $26K | Buy |
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|
2013
Q4 | $15K | Sell |
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|
2013
Q3 | $24K | Buy |
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|
2013
Q2 | $14K | Buy |
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