EWM
Evercore Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
12,488
-125
| -1% | -$5.37K | 0.01% | 275 |
|
|
2025
Q1 | $519K | Buy |
12,613
+10
| +0.1% | +$411 | 0.01% | 266 |
|
|
2024
Q4 | $547K | Hold |
12,603
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $539K | Sell |
12,603
-1,945
| -13% | -$83.2K | 0.01% | 268 |
|
|
2024
Q2 | $565K | Buy |
14,548
+300
| +2% | +$11.7K | 0.01% | 264 |
|
|
2024
Q1 | $555K | Buy |
14,248
+1,190
| +9% | +$46.4K | 0.01% | 269 |
|
|
2023
Q4 | $482K | Sell |
13,058
-1,954
| -13% | -$72.1K | 0.01% | 287 |
|
|
2023
Q3 | $429K | Buy |
15,012
+725
| +5% | +$20.7K | 0.01% | 288 |
|
|
2023
Q2 | $434K | Buy |
14,287
+4,493
| +46% | +$136K | 0.01% | 293 |
|
|
2023
Q1 | $334K | Buy |
9,794
+4,031
| +70% | +$137K | 0.01% | 311 |
|
|
2022
Q4 | $248K | Sell |
5,763
-17
| -0.3% | -$732 | 0.01% | 350 |
|
|
2022
Q3 | $252K | Buy |
5,780
+200
| +4% | +$8.72K | 0.01% | 338 |
|
|
2022
Q2 | $265K | Hold |
5,580
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $317K | Hold |
5,580
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $326K | Hold |
5,580
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $327K | Sell |
5,580
-22
| -0.4% | -$1.29K | 0.01% | 348 |
|
|
2021
Q2 | $311K | Sell |
5,602
-12,430
| -69% | -$690K | 0.01% | 360 |
|
|
2021
Q1 | $1.05M | Buy |
18,032
+4,181
| +30% | +$244K | 0.02% | 218 |
|
|
2020
Q4 | $663K | Buy |
13,851
+629
| +5% | +$30.1K | 0.01% | 254 |
|
|
2020
Q3 | $503K | Sell |
13,222
-9
| -0.1% | -$342 | 0.01% | 263 |
|
|
2020
Q2 | $497K | Sell |
13,231
-2,044
| -13% | -$76.8K | 0.01% | 260 |
|
|
2020
Q1 | $471K | Sell |
15,275
-2,068
| -12% | -$63.8K | 0.02% | 250 |
|
|
2019
Q4 | $976K | Buy |
17,343
+12,374
| +249% | +$696K | 0.03% | 206 |
|
|
2019
Q3 | $265K | Buy |
+4,969
| New | +$265K | 0.01% | 355 |
|
|
2018
Q4 | – | Sell |
-6,575
| Closed | -$319K | – | 412 |
|
|
2018
Q3 | $319K | Buy |
6,575
+91
| +1% | +$4.42K | 0.01% | 337 |
|
|
2018
Q2 | $327K | Buy |
+6,484
| New | +$327K | 0.01% | 316 |
|
|
2018
Q1 | – | Sell |
-3,870
| Closed | -$193K | – | 742 |
|
|
2017
Q4 | $193K | Sell |
3,870
-600
| -13% | -$29.9K | 0.01% | 367 |
|
|
2017
Q3 | $210K | Hold |
4,470
| – | – | 0.01% | 360 |
|
|
2017
Q2 | $203K | Buy |
4,470
+175
| +4% | +$7.95K | 0.01% | 357 |
|
|
2017
Q1 | $192K | Sell |
4,295
-41
| -0.9% | -$1.83K | 0.01% | 369 |
|
|
2016
Q4 | $204K | Sell |
4,336
-844
| -16% | -$39.7K | 0.01% | 361 |
|
|
2016
Q3 | $195K | Hold |
5,180
| – | – | 0.01% | 380 |
|
|
2016
Q2 | $184K | Sell |
5,180
-1,350
| -21% | -$48K | 0.01% | 376 |
|
|
2016
Q1 | $217K | Buy |
6,530
+1,350
| +26% | +$44.9K | 0.01% | 339 |
|
|
2015
Q4 | $196K | Sell |
5,180
-240
| -4% | -$9.08K | 0.01% | 367 |
|
|
2015
Q3 | $192K | Sell |
5,420
-285
| -5% | -$10.1K | 0.01% | 387 |
|
|
2015
Q2 | $229K | Sell |
5,705
-816
| -13% | -$32.8K | 0.01% | 396 |
|
|
2015
Q1 | $255K | Buy |
6,521
+700
| +12% | +$27.4K | 0.01% | 376 |
|
|
2014
Q4 | $228K | Buy |
5,821
+4,370
| +301% | +$171K | 0.01% | 342 |
|
|
2014
Q3 | $53K | Sell |
1,451
-72
| -5% | -$2.63K | ﹤0.01% | 604 |
|
|
2014
Q2 | $61K | Buy |
1,523
+873
| +134% | +$35K | ﹤0.01% | 583 |
|
|
2014
Q1 | $26K | Buy |
650
+250
| +63% | +$10K | ﹤0.01% | 706 |
|
|
2013
Q4 | $15K | Sell |
400
-308
| -44% | -$11.6K | ﹤0.01% | 724 |
|
|
2013
Q3 | $24K | Buy |
708
+308
| +77% | +$10.4K | ﹤0.01% | 660 |
|
|
2013
Q2 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 696 |
|