Financial Counselors Inc’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 |
-261,710
| Closed | -$10.8M | – | 473 |
|
|
2025
Q1 | $10.8M | Sell |
261,710
-147
| -0.1% | -$6.05K | 0.16% | 137 |
|
|
2024
Q4 | $11.4M | Sell |
261,857
-11,622
| -4% | -$504K | 0.17% | 133 |
|
|
2024
Q3 | $11.7M | Sell |
273,479
-2,629
| -1% | -$112K | 0.17% | 136 |
|
|
2024
Q2 | $10.7M | Sell |
276,108
-28,853
| -9% | -$1.12M | 0.17% | 134 |
|
|
2024
Q1 | $11.9M | Sell |
304,961
-73,787
| -19% | -$2.88M | 0.2% | 126 |
|
|
2023
Q4 | $14M | Sell |
378,748
-59,881
| -14% | -$2.21M | 0.25% | 105 |
|
|
2023
Q3 | $12.5M | Sell |
438,629
-313
| -0.1% | -$8.96K | 0.25% | 103 |
|
|
2023
Q2 | $13.3M | Buy |
438,942
+2,469
| +0.6% | +$74.9K | 0.27% | 92 |
|
|
2023
Q1 | $14.9M | Buy |
436,473
+27,442
| +7% | +$936K | 0.32% | 90 |
|
|
2022
Q4 | $17.6M | Buy |
409,031
+891
| +0.2% | +$38.3K | 0.39% | 75 |
|
|
2022
Q3 | $17.8M | Buy |
408,140
+4,648
| +1% | +$202K | 0.44% | 70 |
|
|
2022
Q2 | $19.1M | Buy |
403,492
+58,417
| +17% | +$2.77M | 0.45% | 68 |
|
|
2022
Q1 | $19.6M | Buy |
345,075
+13,463
| +4% | +$763K | 0.41% | 75 |
|
|
2021
Q4 | $19.4M | Sell |
331,612
-6,216
| -2% | -$364K | 0.4% | 76 |
|
|
2021
Q3 | $19.8M | Buy |
337,828
+14,872
| +5% | +$872K | 0.42% | 72 |
|
|
2021
Q2 | $17.9M | Buy |
322,956
+7,384
| +2% | +$410K | 0.39% | 76 |
|
|
2021
Q1 | $18.4M | Sell |
315,572
-40,336
| -11% | -$2.35M | 0.43% | 70 |
|
|
2020
Q4 | $17.1M | Buy |
355,908
+6,288
| +2% | +$301K | 0.43% | 67 |
|
|
2020
Q3 | $13.3M | Buy |
349,620
+24,302
| +7% | +$925K | 0.39% | 74 |
|
|
2020
Q2 | $12.2M | Buy |
325,318
+74,562
| +30% | +$2.8M | 0.39% | 76 |
|
|
2020
Q1 | $7.73M | Buy |
250,756
+16,438
| +7% | +$507K | 0.34% | 91 |
|
|
2019
Q4 | $13.2M | Buy |
+234,318
| New | +$13.2M | 0.47% | 65 |
|