FDx Advisors’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 | $254K | Sell |
5,897
-136
| -2% | -$5.86K | 0.08% | 153 |
|
|
2025
Q1 | $248K | Sell |
6,033
-32
| -0.5% | -$1.32K | 0.08% | 149 |
|
|
2024
Q4 | $263K | Sell |
6,065
-361
| -6% | -$15.7K | 0.08% | 152 |
|
|
2024
Q3 | $275K | Buy |
6,426
+11
| +0.2% | +$471 | 0.07% | 163 |
|
|
2024
Q2 | $249K | Sell |
6,415
-1,859
| -22% | -$72.2K | 0.07% | 172 |
|
|
2024
Q1 | $323K | Sell |
8,274
-3,951
| -32% | -$154K | 0.05% | 271 |
|
|
2023
Q4 | $451K | Sell |
12,225
-2,583
| -17% | -$95.3K | 0.03% | 411 |
|
|
2023
Q3 | $424K | Sell |
14,808
-79,508
| -84% | -$2.28M | 0.04% | 392 |
|
|
2023
Q2 | $2.86M | Sell |
94,316
-135,329
| -59% | -$4.11M | 0.16% | 154 |
|
|
2023
Q1 | $9.88M | Hold |
229,645
| – | – | 0.43% | 60 |
|
|
2022
Q4 | $9.88M | Buy |
229,645
+4,741
| +2% | +$204K | 0.43% | 60 |
|
|
2022
Q3 | $9.79M | Buy |
224,904
+16,438
| +8% | +$716K | 0.44% | 52 |
|
|
2022
Q2 | $9.89M | Buy |
208,466
+26,067
| +14% | +$1.24M | 0.37% | 59 |
|
|
2022
Q1 | $10.3M | Sell |
182,399
-62,565
| -26% | -$3.55M | 0.35% | 58 |
|
|
2021
Q4 | $14.3M | Buy |
244,964
+6,489
| +3% | +$380K | 0.4% | 54 |
|
|
2021
Q3 | $14M | Buy |
238,475
+17,359
| +8% | +$1.02M | 0.45% | 47 |
|
|
2021
Q2 | $12.3M | Buy |
221,116
+19,366
| +10% | +$1.07M | 0.41% | 49 |
|
|
2021
Q1 | $11.8M | Buy |
201,750
+14,323
| +8% | +$835K | 0.44% | 46 |
|
|
2020
Q4 | $8.98M | Buy |
187,427
+2,450
| +1% | +$117K | 0.37% | 66 |
|
|
2020
Q3 | $7.04M | Buy |
184,977
+59,562
| +47% | +$2.27M | 0.33% | 71 |
|
|
2020
Q2 | $4.71M | Sell |
125,415
-13,757
| -10% | -$517K | 0.25% | 92 |
|
|
2020
Q1 | $4.29M | Buy |
139,172
+31,163
| +29% | +$961K | 0.28% | 87 |
|
|
2019
Q4 | $6.08M | Buy |
108,009
+48,900
| +83% | +$2.75M | 0.34% | 73 |
|
|
2019
Q3 | $3.16M | Sell |
59,109
-20,123
| -25% | -$1.07M | 0.22% | 97 |
|
|
2019
Q2 | $3.89M | Buy |
79,232
+7,088
| +10% | +$348K | 0.15% | 120 |
|
|
2019
Q1 | $3.36M | Buy |
72,144
+46,289
| +179% | +$2.15M | 0.14% | 123 |
|
|
2018
Q4 | $1.12M | Sell |
25,855
-48,868
| -65% | -$2.12M | 0.09% | 168 |
|
|
2018
Q3 | $3.63M | Buy |
74,723
+4,344
| +6% | +$211K | 0.13% | 124 |
|
|
2018
Q2 | $3.55M | Buy |
70,379
+17,345
| +33% | +$875K | 0.13% | 121 |
|
|
2018
Q1 | $2.76M | Sell |
53,034
-2,058
| -4% | -$107K | 0.08% | 212 |
|
|
2017
Q4 | $2.74M | Buy |
55,092
+31,132
| +130% | +$1.55M | 0.07% | 225 |
|
|
2017
Q3 | $1.13M | Buy |
23,960
+155
| +0.7% | +$7.28K | 0.03% | 487 |
|
|
2017
Q2 | $1.08M | Sell |
23,805
-11,092
| -32% | -$504K | 0.03% | 486 |
|
|
2017
Q1 | $1.56M | Buy |
34,897
+21
| +0.1% | +$939 | 0.05% | 371 |
|
|
2016
Q4 | $1.64M | Sell |
34,876
-9,328
| -21% | -$439K | 0.05% | 342 |
|
|
2016
Q3 | $1.67M | Buy |
44,204
+14,614
| +49% | +$551K | 0.07% | 252 |
|
|
2016
Q2 | $1.05M | Sell |
29,590
-12,704
| -30% | -$453K | 0.05% | 343 |
|
|
2016
Q1 | $1.41M | Buy |
42,294
+76
| +0.2% | +$2.53K | 0.06% | 274 |
|
|
2015
Q4 | $1.6M | Sell |
42,218
-10,657
| -20% | -$403K | 0.07% | 239 |
|
|
2015
Q3 | $1.88M | Sell |
52,875
-7,225
| -12% | -$257K | 0.16% | 127 |
|
|
2015
Q2 | $2.41M | Sell |
60,100
-24,200
| -29% | -$969K | 0.12% | 143 |
|
|
2015
Q1 | $2.68M | Buy |
84,300
+45,105
| +115% | +$1.43M | 0.06% | 254 |
|
|
2014
Q4 | $1.52M | Sell |
39,195
-28,431
| -42% | -$1.11M | 0.09% | 206 |
|
|
2014
Q3 | $2.52M | Buy |
67,626
+7,446
| +12% | +$277K | 0.16% | 126 |
|
|
2014
Q2 | $2.37M | Buy |
60,180
+50,725
| +536% | +$2M | 0.16% | 142 |
|
|
2014
Q1 | $380K | Buy |
+9,455
| New | +$380K | 0.03% | 531 |
|