Franklin Street 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 | $472K | Buy |
10,975
+18
| +0.2% | +$774 | 0.03% | 114 |
|
|
2025
Q1 | $451K | Hold |
10,957
| – | – | 0.03% | 113 |
|
|
2024
Q4 | $475K | Buy |
10,957
+1,200
| +12% | +$52K | 0.03% | 110 |
|
|
2024
Q3 | $417K | Sell |
9,757
-6,732
| -41% | -$288K | 0.03% | 118 |
|
|
2024
Q2 | $641K | Buy |
16,489
+518
| +3% | +$20.1K | 0.05% | 98 |
|
|
2024
Q1 | $623K | Sell |
15,971
-1,000
| -6% | -$39K | 0.05% | 94 |
|
|
2023
Q4 | $627K | Buy |
16,971
+1,000
| +6% | +$36.9K | 0.05% | 91 |
|
|
2023
Q3 | $457K | Sell |
15,971
-2,165
| -12% | -$62K | 0.04% | 99 |
|
|
2023
Q2 | $550K | Sell |
18,136
-1,833
| -9% | -$55.6K | 0.05% | 98 |
|
|
2023
Q1 | $681K | Buy |
19,969
+861
| +5% | +$29.4K | 0.06% | 88 |
|
|
2022
Q4 | $822K | Sell |
19,108
-2,300
| -11% | -$98.9K | 0.08% | 82 |
|
|
2022
Q3 | $932K | Buy |
21,408
+2,301
| +12% | +$100K | 0.09% | 80 |
|
|
2022
Q2 | $906K | Sell |
19,107
-155
| -0.8% | -$7.35K | 0.09% | 82 |
|
|
2022
Q1 | $1.09M | Sell |
19,262
-109
| -0.6% | -$6.18K | 0.09% | 81 |
|
|
2021
Q4 | $1.13M | Buy |
19,371
+794
| +4% | +$46.5K | 0.09% | 79 |
|
|
2021
Q3 | $1.09M | Buy |
18,577
+10,907
| +142% | +$640K | 0.09% | 76 |
|
|
2021
Q2 | $426K | Buy |
7,670
+334
| +5% | +$18.6K | 0.04% | 116 |
|
|
2021
Q1 | $428K | Sell |
7,336
-938
| -11% | -$54.7K | 0.04% | 113 |
|
|
2020
Q4 | $397K | Buy |
8,274
+200
| +2% | +$9.6K | 0.04% | 112 |
|
|
2020
Q3 | $307K | Sell |
8,074
-1,103
| -12% | -$41.9K | 0.03% | 113 |
|
|
2020
Q2 | $345K | Sell |
9,177
-600
| -6% | -$22.6K | 0.04% | 112 |
|
|
2020
Q1 | $302K | Sell |
9,777
-11,499
| -54% | -$355K | 0.04% | 107 |
|
|
2019
Q4 | $1.2M | Buy |
21,276
+391
| +2% | +$22K | 0.14% | 77 |
|
|
2019
Q3 | $1.12M | Sell |
20,885
-300
| -1% | -$16K | 0.14% | 78 |
|
|
2019
Q2 | $1.04M | Sell |
21,185
-100
| -0.5% | -$4.91K | 0.13% | 77 |
|
|
2019
Q1 | $990K | Sell |
21,285
-1,700
| -7% | -$79.1K | 0.14% | 79 |
|
|
2018
Q4 | $996K | Sell |
22,985
-2,000
| -8% | -$86.7K | 0.16% | 78 |
|
|
2018
Q3 | $1.21M | Buy |
24,985
+8,704
| +53% | +$423K | 0.16% | 76 |
|
|
2018
Q2 | $821K | Sell |
16,281
-11,779
| -42% | -$594K | 0.12% | 83 |
|
|
2018
Q1 | $1.46M | Sell |
28,060
-3,608
| -11% | -$188K | 0.22% | 69 |
|
|
2017
Q4 | $1.58M | Sell |
31,668
-403
| -1% | -$20K | 0.24% | 74 |
|
|
2017
Q3 | $1.51M | Buy |
32,071
+30
| +0.1% | +$1.41K | 0.25% | 76 |
|
|
2017
Q2 | $1.46M | Sell |
32,041
-1,003
| -3% | -$45.5K | 0.25% | 74 |
|
|
2017
Q1 | $1.48M | Buy |
33,044
+4,813
| +17% | +$215K | 0.26% | 75 |
|
|
2016
Q4 | $1.33M | Sell |
28,231
-59
| -0.2% | -$2.77K | 0.23% | 88 |
|
|
2016
Q3 | $1.07M | Buy |
28,290
+500
| +2% | +$18.9K | 0.19% | 97 |
|
|
2016
Q2 | $990K | Hold |
27,790
| – | – | 0.19% | 105 |
|
|
2016
Q1 | $925K | Hold |
27,790
| – | – | 0.18% | 110 |
|
|
2015
Q4 | $1.05M | Sell |
27,790
-13,968
| -33% | -$528K | 0.21% | 111 |
|
|
2015
Q3 | $1.49M | Sell |
41,758
-70
| -0.2% | -$2.49K | 0.29% | 90 |
|
|
2015
Q2 | $1.69M | Sell |
41,828
-1,795
| -4% | -$72.4K | 0.3% | 89 |
|
|
2015
Q1 | $1.7M | Buy |
43,623
+4,040
| +10% | +$158K | 0.31% | 89 |
|
|
2014
Q4 | $1.54M | Buy |
39,583
+19,081
| +93% | +$742K | 0.29% | 88 |
|
|
2014
Q3 | $763K | Sell |
20,502
-794
| -4% | -$29.5K | 0.15% | 134 |
|
|
2014
Q2 | $840K | Buy |
21,296
+997
| +5% | +$39.3K | 0.16% | 127 |
|
|
2014
Q1 | $815K | Buy |
20,299
+92
| +0.5% | +$3.69K | 0.16% | 136 |
|
|
2013
Q4 | $754K | Buy |
20,207
+99
| +0.5% | +$3.69K | 0.15% | 137 |
|
|
2013
Q3 | $679K | Sell |
20,108
-556
| -3% | -$18.8K | 0.15% | 144 |
|
|
2013
Q2 | $700K | Buy |
+20,664
| New | +$700K | 0.17% | 144 |
|