Geneos Wealth 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 | $1.01M | Sell |
23,384
-21,962
| -48% | -$944K | 0.02% | 533 |
|
|
2025
Q1 | $1.87M | Buy |
45,346
+31,265
| +222% | +$1.29M | 0.03% | 510 |
|
|
2024
Q4 | $611K | Buy |
14,081
+437
| +3% | +$19K | 0.02% | 536 |
|
|
2024
Q3 | $584K | Buy |
13,644
+1,725
| +14% | +$73.8K | 0.02% | 520 |
|
|
2024
Q2 | $463K | Buy |
11,919
+24
| +0.2% | +$932 | 0.02% | 508 |
|
|
2024
Q1 | $464K | Sell |
11,895
-702
| -6% | -$27.4K | 0.02% | 512 |
|
|
2023
Q4 | $465K | Sell |
12,597
-781
| -6% | -$28.8K | 0.02% | 499 |
|
|
2023
Q3 | $383K | Buy |
13,378
+654
| +5% | +$18.7K | 0.02% | 516 |
|
|
2023
Q2 | $386K | Buy |
12,724
+106
| +0.8% | +$3.22K | 0.02% | 513 |
|
|
2023
Q1 | $430K | Sell |
12,618
-1,552
| -11% | -$52.9K | 0.03% | 475 |
|
|
2022
Q4 | $610K | Sell |
14,170
-3,382
| -19% | -$146K | 0.04% | 381 |
|
|
2022
Q3 | $764K | Sell |
17,552
-12,660
| -42% | -$551K | 0.05% | 306 |
|
|
2022
Q2 | $1.46M | Sell |
30,212
-1,758
| -5% | -$84.7K | 0.07% | 249 |
|
|
2022
Q1 | $1.81M | Sell |
31,970
-6,686
| -17% | -$379K | 0.08% | 242 |
|
|
2021
Q4 | $2.26M | Sell |
38,656
-4,470
| -10% | -$262K | 0.09% | 236 |
|
|
2021
Q3 | $2.6M | Buy |
43,126
+12,114
| +39% | +$729K | 0.1% | 206 |
|
|
2021
Q2 | $1.74M | Sell |
31,012
-27,709
| -47% | -$1.55M | 0.07% | 262 |
|
|
2021
Q1 | $3.48M | Buy |
58,721
+298
| +0.5% | +$17.7K | 0.1% | 215 |
|
|
2020
Q4 | $1.81M | Buy |
58,423
+29,197
| +100% | +$907K | 0.07% | 249 |
|
|
2020
Q3 | $1.06M | Sell |
29,226
-5,005
| -15% | -$181K | 0.05% | 280 |
|
|
2020
Q2 | $1.23M | Sell |
34,231
-164
| -0.5% | -$5.89K | 0.07% | 255 |
|
|
2020
Q1 | $1.14M | Sell |
34,395
-1,337
| -4% | -$44.5K | 0.08% | 232 |
|
|
2019
Q4 | $2.02M | Buy |
+35,732
| New | +$2.02M | 0.11% | 202 |
|