Fisher Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
7,172
-1,835
| -20% | -$78.9K | ﹤0.01% | 882 |
|
|
2025
Q1 | $371K | Buy |
9,007
+576
| +7% | +$23.7K | ﹤0.01% | 850 |
|
|
2024
Q4 | $366K | Buy |
8,431
+436
| +5% | +$18.9K | ﹤0.01% | 826 |
|
|
2024
Q3 | $342K | Buy |
7,995
+345
| +5% | +$14.8K | ﹤0.01% | 815 |
|
|
2024
Q2 | $297K | Buy |
7,650
+1,602
| +26% | +$62.2K | ﹤0.01% | 884 |
|
|
2024
Q1 | $236K | Sell |
6,048
-672
| -10% | -$26.2K | ﹤0.01% | 910 |
|
|
2023
Q4 | $248K | Sell |
6,720
-1,907
| -22% | -$70.4K | ﹤0.01% | 904 |
|
|
2023
Q3 | $247K | Sell |
8,627
-4,974
| -37% | -$142K | ﹤0.01% | 977 |
|
|
2023
Q2 | $413K | Buy |
13,601
+7,010
| +106% | +$213K | ﹤0.01% | 890 |
|
|
2023
Q1 | $225K | Sell |
6,591
-7,227
| -52% | -$246K | ﹤0.01% | 969 |
|
|
2022
Q4 | $595K | Sell |
13,818
-194
| -1% | -$8.35K | ﹤0.01% | 823 |
|
|
2022
Q3 | $610K | Buy |
14,012
+818
| +6% | +$35.6K | ﹤0.01% | 728 |
|
|
2022
Q2 | $626K | Buy |
13,194
+5,383
| +69% | +$255K | ﹤0.01% | 684 |
|
|
2022
Q1 | $443K | Sell |
7,811
-53,560
| -87% | -$3.04M | ﹤0.01% | 755 |
|
|
2021
Q4 | $3.59M | Buy |
61,371
+53,561
| +686% | +$3.14M | ﹤0.01% | 492 |
|
|
2021
Q3 | $458K | Buy |
7,810
+1,263
| +19% | +$74.1K | ﹤0.01% | 740 |
|
|
2021
Q2 | $363K | Buy |
6,547
+969
| +17% | +$53.7K | ﹤0.01% | 771 |
|
|
2021
Q1 | $325K | Sell |
5,578
-1,252
| -18% | -$72.9K | ﹤0.01% | 772 |
|
|
2020
Q4 | $327K | Buy |
+6,830
| New | +$327K | ﹤0.01% | 778 |
|
|
2020
Q3 | – | Sell |
-6,877
| Closed | -$258K | – | 889 |
|
|
2020
Q2 | $258K | Buy |
+6,877
| New | +$258K | ﹤0.01% | 747 |
|
|
2020
Q1 | – | Sell |
-7,778
| Closed | -$438K | – | 846 |
|
|
2019
Q4 | $438K | Buy |
7,778
+3,347
| +76% | +$188K | ﹤0.01% | 679 |
|
|
2019
Q3 | $236K | Buy |
+4,431
| New | +$236K | ﹤0.01% | 768 |
|
|
2019
Q1 | – | Sell |
-5,593
| Closed | -$242K | – | 852 |
|
|
2018
Q4 | $242K | Buy |
+5,593
| New | +$242K | ﹤0.01% | 738 |
|