Financial Advocates Investment Management’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 | – | Sell |
-6,392
| Closed | -$263K | – | 744 |
|
|
2025
Q1 | $263K | Sell |
6,392
-12,529
| -66% | -$516K | 0.02% | 588 |
|
|
2024
Q4 | $821K | Sell |
18,921
-181
| -0.9% | -$7.85K | 0.05% | 344 |
|
|
2024
Q3 | $817K | Buy |
19,102
+122
| +0.6% | +$5.22K | 0.05% | 346 |
|
|
2024
Q2 | $737K | Sell |
18,980
-727
| -4% | -$28.2K | 0.05% | 354 |
|
|
2024
Q1 | $768K | Buy |
19,707
+1,752
| +10% | +$68.3K | 0.04% | 362 |
|
|
2023
Q4 | $663K | Buy |
17,955
+793
| +5% | +$29.3K | 0.04% | 371 |
|
|
2023
Q3 | $491K | Buy |
17,162
+504
| +3% | +$14.4K | 0.04% | 415 |
|
|
2023
Q2 | $506K | Buy |
16,658
+4,412
| +36% | +$134K | 0.04% | 404 |
|
|
2023
Q1 | $418K | Buy |
12,246
+3,175
| +35% | +$108K | 0.03% | 460 |
|
|
2022
Q4 | $390K | Buy |
9,071
+306
| +3% | +$13.2K | 0.03% | 495 |
|
|
2022
Q3 | $306K | Buy |
8,765
+715
| +9% | +$25K | 0.03% | 532 |
|
|
2022
Q2 | $382K | Buy |
8,050
+2,977
| +59% | +$141K | 0.03% | 455 |
|
|
2022
Q1 | $287K | Buy |
5,073
+1,254
| +33% | +$70.9K | 0.02% | 591 |
|
|
2021
Q4 | $226K | Sell |
3,819
-68
| -2% | -$4.02K | 0.01% | 694 |
|
|
2021
Q3 | $228K | Buy |
+3,887
| New | +$228K | 0.02% | 672 |
|
|
2021
Q2 | – | Sell |
-7,574
| Closed | -$442K | – | 813 |
|
|
2021
Q1 | $442K | Buy |
7,574
+359
| +5% | +$21K | 0.03% | 496 |
|
|
2020
Q4 | $346K | Buy |
7,215
+272
| +4% | +$13K | 0.02% | 528 |
|
|
2020
Q3 | $264K | Buy |
6,943
+994
| +17% | +$37.8K | 0.02% | 496 |
|
|
2020
Q2 | $223K | Buy |
+5,949
| New | +$223K | 0.02% | 517 |
|
|
2020
Q1 | – | Sell |
-4,512
| Closed | -$254K | – | 535 |
|
|
2019
Q4 | $254K | Buy |
+4,512
| New | +$254K | 0.03% | 426 |
|