Gradient Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,195
| Closed | -$241K | – | 1191 |
|
|
2024
Q2 | $241K | Buy |
6,195
+3,998
| +182% | +$155K | 0.01% | 298 |
|
|
2024
Q1 | $85.6K | Sell |
2,197
-703
| -24% | -$27.4K | ﹤0.01% | 370 |
|
|
2023
Q4 | $107K | Buy |
2,900
+141
| +5% | +$5.21K | ﹤0.01% | 417 |
|
|
2023
Q3 | $78.9K | Buy |
2,759
+58
| +2% | +$1.66K | ﹤0.01% | 428 |
|
|
2023
Q2 | $82K | Sell |
2,701
-50
| -2% | -$1.52K | ﹤0.01% | 430 |
|
|
2023
Q1 | $93.8K | Sell |
2,751
-611
| -18% | -$20.8K | ﹤0.01% | 387 |
|
|
2022
Q4 | $145K | Sell |
3,362
-285,010
| -99% | -$12.3M | ﹤0.01% | 334 |
|
|
2022
Q3 | $12.6M | Buy |
288,372
+17,837
| +7% | +$777K | 0.38% | 74 |
|
|
2022
Q2 | $12.8M | Buy |
270,535
+42,495
| +19% | +$2.02M | 0.37% | 68 |
|
|
2022
Q1 | $12.9M | Buy |
228,040
+3,860
| +2% | +$219K | 0.33% | 92 |
|
|
2021
Q4 | $13.1M | Buy |
224,180
+6,062
| +3% | +$355K | 0.33% | 89 |
|
|
2021
Q3 | $12.8M | Buy |
218,118
+6,919
| +3% | +$406K | 0.36% | 67 |
|
|
2021
Q2 | $11.7M | Buy |
211,199
+25,095
| +13% | +$1.39M | 0.34% | 81 |
|
|
2021
Q1 | $10.9M | Buy |
186,104
+182,079
| +4,524% | +$10.6M | 0.35% | 78 |
|
|
2020
Q4 | $153K | Sell |
4,025
-91
| -2% | -$3.46K | 0.01% | 278 |
|
|
2020
Q3 | $157K | Buy |
4,116
+229
| +6% | +$8.74K | 0.01% | 275 |
|
|
2020
Q2 | $146K | Buy |
3,887
+1,376
| +55% | +$51.7K | 0.01% | 264 |
|
|
2020
Q1 | $77K | Sell |
2,511
-849
| -25% | -$26K | ﹤0.01% | 300 |
|
|
2019
Q4 | $189K | Buy |
3,360
+254
| +8% | +$14.3K | 0.01% | 263 |
|
|
2019
Q3 | $166K | Buy |
3,106
+200
| +7% | +$10.7K | 0.01% | 263 |
|
|
2019
Q2 | $143K | Buy |
2,906
+104
| +4% | +$5.12K | 0.01% | 275 |
|
|
2019
Q1 | $130K | Buy |
2,802
+1
| +0% | +$46 | 0.01% | 269 |
|
|
2018
Q4 | $121K | Sell |
2,801
-113
| -4% | -$4.88K | 0.01% | 253 |
|
|
2018
Q3 | $141K | Sell |
2,914
-3,176
| -52% | -$154K | 0.01% | 259 |
|
|
2018
Q2 | $307K | Buy |
6,090
+720
| +13% | +$36.3K | 0.02% | 214 |
|
|
2018
Q1 | $279K | Buy |
5,370
+234
| +5% | +$12.2K | 0.02% | 220 |
|
|
2017
Q4 | $255K | Sell |
5,136
-176
| -3% | -$8.74K | 0.01% | 232 |
|
|
2017
Q3 | $249K | Buy |
5,312
+407
| +8% | +$19.1K | 0.02% | 219 |
|
|
2017
Q2 | $223K | Buy |
4,905
+1,375
| +39% | +$62.5K | 0.02% | 219 |
|
|
2017
Q1 | $158K | Hold |
3,530
| – | – | 0.01% | 233 |
|
|
2016
Q4 | $166K | Sell |
3,530
-900
| -20% | -$42.3K | 0.01% | 187 |
|
|
2016
Q3 | $167K | Buy |
4,430
+900
| +25% | +$33.9K | 0.02% | 187 |
|
|
2016
Q2 | $126K | Sell |
3,530
-335
| -9% | -$12K | 0.01% | 206 |
|
|
2016
Q1 | $129K | Hold |
3,865
| – | – | 0.02% | 199 |
|
|
2015
Q4 | $146K | Hold |
3,865
| – | – | 0.02% | 186 |
|
|
2015
Q3 | $138K | Buy |
3,865
+3,530
| +1,054% | +$126K | 0.02% | 179 |
|
|
2015
Q2 | $14K | Hold |
335
| – | – | ﹤0.01% | 344 |
|
|
2015
Q1 | $13K | Buy |
+335
| New | +$13K | ﹤0.01% | 370 |
|
|
2013
Q3 | – | Sell |
-325
| Closed | -$11K | – | 587 |
|
|
2013
Q2 | $11K | Buy |
+325
| New | +$11K | ﹤0.01% | 265 |
|