GIA
GHP Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
44,872
+439
| +1% | +$18.9K | 0.09% | 224 |
|
|
2025
Q1 | $1.83M | Buy |
44,433
+700
| +2% | +$28.8K | 0.09% | 229 |
|
|
2024
Q4 | $1.9M | Buy |
43,733
+1,999
| +5% | +$86.7K | 0.09% | 231 |
|
|
2024
Q3 | $1.78M | Buy |
41,734
+628
| +2% | +$26.9K | 0.08% | 237 |
|
|
2024
Q2 | $1.6M | Sell |
41,106
-952
| -2% | -$37K | 0.08% | 241 |
|
|
2024
Q1 | $1.64M | Buy |
42,058
+1,588
| +4% | +$61.9K | 0.08% | 240 |
|
|
2023
Q4 | $1.49M | Sell |
40,470
-1,363
| -3% | -$50.3K | 0.08% | 240 |
|
|
2023
Q3 | $1.19M | Sell |
41,833
-1,248
| -3% | -$35.5K | 0.07% | 245 |
|
|
2023
Q2 | $1.37M | Buy |
43,081
+4,878
| +13% | +$155K | 0.08% | 241 |
|
|
2023
Q1 | $1.3M | Buy |
38,203
+817
| +2% | +$27.9K | 0.08% | 244 |
|
|
2022
Q4 | $1.61M | Buy |
37,386
+577
| +2% | +$24.8K | 0.11% | 225 |
|
|
2022
Q3 | $1.6M | Sell |
36,809
-325
| -0.9% | -$14.2K | 0.12% | 217 |
|
|
2022
Q2 | $1.76M | Sell |
37,134
-579
| -2% | -$27.5K | 0.13% | 212 |
|
|
2022
Q1 | $2.14M | Buy |
37,713
+882
| +2% | +$50K | 0.14% | 207 |
|
|
2021
Q4 | $2.16M | Buy |
36,831
+1,241
| +3% | +$72.6K | 0.15% | 182 |
|
|
2021
Q3 | $2.09M | Buy |
35,590
+869
| +3% | +$51K | 0.17% | 166 |
|
|
2021
Q2 | $1.93M | Buy |
34,721
+285
| +0.8% | +$15.8K | 0.16% | 169 |
|
|
2021
Q1 | $2.01M | Sell |
34,436
-1,656
| -5% | -$96.6K | 0.17% | 161 |
|
|
2020
Q4 | $1.73M | Buy |
36,092
+520
| +1% | +$24.9K | 0.16% | 160 |
|
|
2020
Q3 | $1.35M | Buy |
35,572
+703
| +2% | +$26.8K | 0.15% | 161 |
|
|
2020
Q2 | $1.31M | Sell |
34,869
-12,331
| -26% | -$463K | 0.16% | 160 |
|
|
2020
Q1 | $1.46M | Sell |
47,200
-12,497
| -21% | -$386K | 0.22% | 138 |
|
|
2019
Q4 | $3.36M | Buy |
59,697
+3,172
| +6% | +$179K | 0.36% | 88 |
|
|
2019
Q3 | $3.02M | Sell |
56,525
-2,671
| -5% | -$143K | 0.38% | 87 |
|
|
2019
Q2 | $2.91M | Buy |
59,196
+1,873
| +3% | +$92K | 0.35% | 95 |
|
|
2019
Q1 | $2.67M | Buy |
57,323
+394
| +0.7% | +$18.3K | 0.34% | 100 |
|
|
2018
Q4 | $2.47M | Buy |
56,929
+6,596
| +13% | +$286K | 0.37% | 88 |
|
|
2018
Q3 | $2.44M | Buy |
50,333
+516
| +1% | +$25K | 0.33% | 99 |
|
|
2018
Q2 | $2.51M | Sell |
49,817
-2
| -0% | -$101 | 0.35% | 91 |
|
|
2018
Q1 | $2.59M | Buy |
49,819
+2,735
| +6% | +$142K | 0.37% | 84 |
|
|
2017
Q4 | $2.34M | Buy |
47,084
+245
| +0.5% | +$12.2K | 0.33% | 95 |
|
|
2017
Q3 | $2.2M | Sell |
46,839
-1,765
| -4% | -$82.9K | 0.33% | 94 |
|
|
2017
Q2 | $2.21M | Buy |
48,604
+1,168
| +2% | +$53K | 0.35% | 89 |
|
|
2017
Q1 | $2.12M | Buy |
47,436
+580
| +1% | +$25.9K | 0.36% | 87 |
|
|
2016
Q4 | $2.2M | Buy |
46,856
+1,596
| +4% | +$75K | 0.41% | 77 |
|
|
2016
Q3 | $1.71M | Buy |
45,260
+1,256
| +3% | +$47.4K | 0.35% | 86 |
|
|
2016
Q2 | $1.57M | Buy |
44,004
+8,226
| +23% | +$293K | 0.34% | 90 |
|
|
2016
Q1 | $1.19M | Buy |
35,778
+30
| +0.1% | +$998 | 0.27% | 102 |
|
|
2015
Q4 | $1.35M | Sell |
35,748
-1,034
| -3% | -$39.1K | 0.33% | 86 |
|
|
2015
Q3 | $1.31M | Sell |
36,782
-603
| -2% | -$21.5K | 0.34% | 84 |
|
|
2015
Q2 | $1.53M | Sell |
37,385
-315
| -0.8% | -$12.8K | 0.38% | 72 |
|
|
2015
Q1 | $1.47M | Buy |
37,700
+733
| +2% | +$28.6K | 0.38% | 68 |
|
|
2014
Q4 | $1.44M | Buy |
36,967
+318
| +0.9% | +$12.4K | 0.4% | 65 |
|
|
2014
Q3 | $1.36M | Buy |
36,649
+1,511
| +4% | +$56.2K | 0.4% | 58 |
|
|
2014
Q2 | $1.39M | Buy |
35,138
+790
| +2% | +$31.2K | 0.41% | 52 |
|
|
2014
Q1 | $1.38M | Buy |
34,348
+14
| +0% | +$562 | 0.44% | 44 |
|
|
2013
Q4 | $1.28M | Buy |
34,334
+506
| +1% | +$18.9K | 0.42% | 48 |
|
|
2013
Q3 | $1.14M | Buy |
33,828
+594
| +2% | +$20.1K | 0.41% | 47 |
|
|
2013
Q2 | $1.13M | Buy |
+33,234
| New | +$1.13M | 0.45% | 46 |
|