Ferguson Wellman Capital 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 | – | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $41.2M | Buy |
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|
2022
Q4 | $49.7M | Buy |
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|
2022
Q3 | $35.6M | Buy |
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|
2022
Q2 | $38.3M | Sell |
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|
2022
Q1 | $48.9M | Sell |
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|
2021
Q4 | $50.6M | Buy |
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|
2021
Q3 | $49.1M | Buy |
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|
2021
Q2 | $46.3M | Sell |
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|
2021
Q1 | $49.5M | Sell |
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|
2020
Q4 | $58.8M | Buy |
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|
2020
Q3 | $35.7M | Buy |
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|
2020
Q2 | $34.9M | Buy |
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|
2020
Q1 | $19.3M | Sell |
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|
2019
Q4 | $52.4M | Buy |
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|
2019
Q3 | $15.2M | Buy |
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|
2019
Q2 | $13.8M | Buy |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $10.4M | Sell |
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|
2018
Q3 | $15.1M | Buy |
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|
2018
Q2 | $15.3M | Buy |
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|
2018
Q1 | $15.3M | Buy |
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|
2017
Q4 | $6.97M | Buy |
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|
2017
Q3 | $6.37M | Buy |
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|
2017
Q2 | $2.38M | Sell |
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|
2017
Q1 | $2.73M | Sell |
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|
2016
Q4 | $3.04M | Sell |
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|
2016
Q3 | $2.44M | Sell |
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|
2016
Q2 | $2.78M | Sell |
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|
2016
Q1 | $6.93M | Sell |
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|
2015
Q4 | $11.2M | Sell |
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|
2015
Q3 | $13M | Buy |
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|
2015
Q2 | $14.2M | Buy |
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|
2015
Q1 | $11.6M | Buy |
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|
2014
Q4 | $11.4M | Buy |
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|
2014
Q3 | $10.6M | Sell |
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|
2014
Q2 | $11.3M | Sell |
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|
2014
Q1 | $11.6M | Buy |
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|
2013
Q4 | $10.4M | Buy |
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|
2013
Q3 | $9.03M | Buy |
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|
2013
Q2 | $215K | Buy |
|