Fort Washington Investment 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 | $49.1M | Buy |
1,140,991
+18,286
| +2% | +$786K | 0.28% | 85 |
|
|
2025
Q1 | $46.2M | Buy |
1,122,705
+43,822
| +4% | +$1.8M | 0.28% | 89 |
|
|
2024
Q4 | $46.8M | Sell |
1,078,883
-108,817
| -9% | -$4.72M | 0.28% | 90 |
|
|
2024
Q3 | $50.8M | Sell |
1,187,700
-15,971
| -1% | -$683K | 0.31% | 83 |
|
|
2024
Q2 | $46.8M | Sell |
1,203,671
-122,535
| -9% | -$4.76M | 0.3% | 83 |
|
|
2024
Q1 | $51.7M | Sell |
1,326,206
-4,360
| -0.3% | -$170K | 0.33% | 79 |
|
|
2023
Q4 | $49.1M | Sell |
1,330,566
-136,899
| -9% | -$5.05M | 0.34% | 78 |
|
|
2023
Q3 | $42M | Buy |
1,467,465
+11,525
| +0.8% | +$330K | 0.32% | 85 |
|
|
2023
Q2 | $44.2M | Buy |
1,455,940
+3,753
| +0.3% | +$114K | 0.32% | 79 |
|
|
2023
Q1 | $49.5M | Buy |
1,452,187
+679,616
| +88% | +$23.2M | 0.37% | 75 |
|
|
2022
Q4 | $33.2M | Buy |
772,571
+189,154
| +32% | +$8.14M | 0.26% | 102 |
|
|
2022
Q3 | $25.4M | Buy |
583,417
+2,083
| +0.4% | +$90.7K | 0.21% | 112 |
|
|
2022
Q2 | $27.6M | Buy |
581,334
+16,269
| +3% | +$772K | 0.21% | 108 |
|
|
2022
Q1 | $32M | Buy |
565,065
+3,351
| +0.6% | +$190K | 0.2% | 113 |
|
|
2021
Q4 | $32.9M | Buy |
561,714
+692
| +0.1% | +$40.5K | 0.2% | 112 |
|
|
2021
Q3 | $32.9M | Buy |
561,022
+418,383
| +293% | +$24.5M | 0.21% | 108 |
|
|
2021
Q2 | $7.92M | Sell |
142,639
-60
| -0% | -$3.33K | 0.07% | 211 |
|
|
2021
Q1 | $8.32M | Sell |
142,699
-200
| -0.1% | -$11.7K | 0.08% | 207 |
|
|
2020
Q4 | $6.85M | Buy |
142,899
+4,080
| +3% | +$196K | 0.07% | 212 |
|
|
2020
Q3 | $5.28M | Sell |
138,819
-6,627
| -5% | -$252K | 0.06% | 217 |
|
|
2020
Q2 | $5.46M | Buy |
145,446
+7,490
| +5% | +$281K | 0.06% | 209 |
|
|
2020
Q1 | $4.26M | Buy |
137,956
+345
| +0.3% | +$10.6K | 0.06% | 206 |
|
|
2019
Q4 | $7.75M | Buy |
137,611
+32,760
| +31% | +$1.84M | 0.08% | 200 |
|
|
2019
Q3 | $5.6M | Buy |
104,851
+33,161
| +46% | +$1.77M | 0.06% | 210 |
|
|
2019
Q2 | $3.52M | Sell |
71,690
-1,601
| -2% | -$78.7K | 0.04% | 228 |
|
|
2019
Q1 | $3.41M | Sell |
73,291
-3,276
| -4% | -$152K | 0.04% | 230 |
|
|
2018
Q4 | $3.32M | Sell |
76,567
-28,719
| -27% | -$1.24M | 0.04% | 220 |
|
|
2018
Q3 | $5.11M | Buy |
105,286
+7,057
| +7% | +$343K | 0.05% | 218 |
|
|
2018
Q2 | $4.96M | Sell |
98,229
-500
| -0.5% | -$25.2K | 0.05% | 217 |
|
|
2018
Q1 | $5.14M | Sell |
98,729
-17,851
| -15% | -$929K | 0.05% | 221 |
|
|
2017
Q4 | $5.8M | Sell |
116,580
-800
| -0.7% | -$39.8K | 0.06% | 247 |
|
|
2017
Q3 | $5.51M | Hold |
117,380
| – | – | 0.09% | 130 |
|
|
2017
Q2 | $5.33M | Buy |
117,380
+500
| +0.4% | +$22.7K | 0.08% | 133 |
|
|
2017
Q1 | $5.23M | Sell |
116,880
-706
| -0.6% | -$31.6K | 0.08% | 131 |
|
|
2016
Q4 | $5.53M | Sell |
117,586
-700
| -0.6% | -$32.9K | 0.09% | 116 |
|
|
2016
Q3 | $4.46M | Buy |
118,286
+1,492
| +1% | +$56.3K | 0.08% | 127 |
|
|
2016
Q2 | $4.16M | Hold |
116,794
| – | – | 0.08% | 143 |
|
|
2016
Q1 | $3.89M | Hold |
116,794
| – | – | 0.08% | 145 |
|
|
2015
Q4 | $4.42M | Hold |
116,794
| – | – | 0.09% | 140 |
|
|
2015
Q3 | $4.16M | Buy |
116,794
+109,588
| +1,521% | +$3.9M | 0.09% | 145 |
|
|
2015
Q2 | $290K | Buy |
7,206
+506
| +8% | +$20.4K | 0.01% | 384 |
|
|
2015
Q1 | $261K | Hold |
6,700
| – | – | 0.01% | 394 |
|
|
2014
Q4 | $261K | Hold |
6,700
| – | – | 0.01% | 399 |
|
|
2014
Q3 | $249K | Hold |
6,700
| – | – | 0.01% | 407 |
|
|
2014
Q2 | $264K | Sell |
6,700
-500
| -7% | -$19.7K | 0.01% | 408 |
|
|
2014
Q1 | $289K | Hold |
7,200
| – | – | 0.01% | 393 |
|
|
2013
Q4 | $269K | Hold |
7,200
| – | – | 0.01% | 448 |
|
|
2013
Q3 | $243K | Sell |
7,200
-800
| -10% | -$27K | 0.01% | 420 |
|
|
2013
Q2 | $271K | Buy |
+8,000
| New | +$271K | 0.01% | 396 |
|