Good Life 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 | $468K | Sell |
10,878
-401
| -4% | -$17.2K | 0.03% | 316 |
|
|
2025
Q1 | $464K | Sell |
11,279
-739
| -6% | -$30.4K | 0.03% | 312 |
|
|
2024
Q4 | $521K | Sell |
12,018
-741
| -6% | -$32.1K | 0.04% | 278 |
|
|
2024
Q3 | $546K | Buy |
12,759
+2,143
| +20% | +$91.7K | 0.03% | 322 |
|
|
2024
Q2 | $412K | Buy |
10,616
+372
| +4% | +$14.5K | 0.03% | 302 |
|
|
2024
Q1 | $399K | Buy |
10,244
+181
| +2% | +$7.06K | 0.04% | 296 |
|
|
2023
Q4 | $372K | Sell |
10,063
-1,566
| -13% | -$57.8K | 0.04% | 291 |
|
|
2023
Q3 | $333K | Buy |
11,629
+2,094
| +22% | +$59.9K | 0.04% | 288 |
|
|
2023
Q2 | $289K | Sell |
9,535
-972
| -9% | -$29.5K | 0.03% | 313 |
|
|
2023
Q1 | $358K | Buy |
10,507
+844
| +9% | +$28.8K | 0.05% | 265 |
|
|
2022
Q4 | $416K | Sell |
9,663
-357
| -4% | -$15.4K | 0.06% | 222 |
|
|
2022
Q3 | $436K | Buy |
10,020
+1,323
| +15% | +$57.6K | 0.06% | 205 |
|
|
2022
Q2 | $413K | Buy |
8,697
+676
| +8% | +$32.1K | 0.06% | 220 |
|
|
2022
Q1 | $455K | Buy |
8,021
+183
| +2% | +$10.4K | 0.06% | 219 |
|
|
2021
Q4 | $459K | Buy |
7,838
+163
| +2% | +$9.55K | 0.06% | 223 |
|
|
2021
Q3 | $450K | Sell |
7,675
-296
| -4% | -$17.4K | 0.06% | 214 |
|
|
2021
Q2 | $442K | Buy |
7,971
+435
| +6% | +$24.1K | 0.08% | 181 |
|
|
2021
Q1 | $438K | Buy |
7,536
+795
| +12% | +$46.2K | 0.09% | 172 |
|
|
2020
Q4 | $324K | Sell |
6,741
-20,126
| -75% | -$967K | 0.08% | 180 |
|
|
2020
Q3 | $1.02M | Buy |
26,867
+18,027
| +204% | +$686K | 0.28% | 70 |
|
|
2020
Q2 | $334K | Sell |
8,840
-936
| -10% | -$35.4K | 0.1% | 153 |
|
|
2020
Q1 | $301K | Sell |
9,776
-693
| -7% | -$21.3K | 0.11% | 154 |
|
|
2019
Q4 | $589K | Buy |
10,469
+1,968
| +23% | +$111K | 0.17% | 110 |
|
|
2019
Q3 | $458K | Sell |
8,501
-21
| -0.2% | -$1.13K | 0.14% | 124 |
|
|
2019
Q2 | $416K | Sell |
8,522
-238
| -3% | -$11.6K | 0.12% | 132 |
|
|
2019
Q1 | $406K | Sell |
8,760
-2,295
| -21% | -$106K | 0.12% | 137 |
|
|
2018
Q4 | $479K | Buy |
11,055
+2,725
| +33% | +$118K | 0.15% | 111 |
|
|
2018
Q3 | $405K | Buy |
8,330
+1,829
| +28% | +$88.9K | 0.12% | 140 |
|
|
2018
Q2 | $329K | Sell |
6,501
-1,493
| -19% | -$75.6K | 0.1% | 149 |
|
|
2018
Q1 | $408K | Buy |
7,994
+209
| +3% | +$10.7K | 0.14% | 125 |
|
|
2017
Q4 | $403K | Buy |
7,785
+1,837
| +31% | +$95.1K | 0.13% | 130 |
|
|
2017
Q3 | $283K | Sell |
5,948
-41
| -0.7% | -$1.95K | 0.11% | 157 |
|
|
2017
Q2 | $271K | Buy |
5,989
+1,121
| +23% | +$50.7K | 0.12% | 152 |
|
|
2017
Q1 | $213K | Buy |
+4,868
| New | +$213K | 0.1% | 179 |
|