Gratus Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.66M | Buy |
42,766
+348
| +0.8% | +$13.1K | 0.07% | 150 |
|
|
2024
Q1 | $1.65M | Buy |
42,418
+31,579
| +291% | +$1.16M | 0.08% | 145 |
|
|
2023
Q4 | $400K | Buy |
10,839
+169
| +2% | +$5.31K | 0.02% | 203 |
|
|
2023
Q3 | $305K | Buy |
10,670
+1,002
| +10% | +$30.8K | 0.02% | 208 |
|
|
2023
Q2 | $293K | Buy |
9,668
+35
| +0.4% | +$1.09K | 0.02% | 205 |
|
|
2023
Q1 | $328K | Sell |
9,633
-111
| -1% | -$4.84K | 0.03% | 182 |
|
|
2022
Q4 | $419K | Sell |
9,744
-303
| -3% | -$13.3K | 0.03% | 171 |
|
|
2022
Q3 | $437K | Sell |
10,047
-2,207
| -18% | -$106K | 0.05% | 153 |
|
|
2022
Q2 | $581K | Hold |
12,254
| – | – | 0.07% | 128 |
|
|
2022
Q1 | $695K | Hold |
12,254
| – | – | 0.07% | 127 |
|
|
2021
Q4 | $717K | Hold |
12,254
| – | – | 0.07% | 124 |
|
|
2021
Q3 | $719K | Sell |
12,254
-933
| -7% | -$52.1K | 0.08% | 119 |
|
|
2021
Q2 | $732K | Buy |
13,187
+1,537
| +13% | +$90.3K | 0.08% | 119 |
|
|
2021
Q1 | $679K | Sell |
11,650
-145
| -1% | -$7.95K | 0.08% | 129 |
|
|
2020
Q4 | $565K | Sell |
11,795
-442
| -4% | -$20K | 0.08% | 124 |
|
|
2020
Q3 | $466K | Sell |
12,237
-1,106
| -8% | -$41.7K | 0.07% | 121 |
|
|
2020
Q2 | $501K | Sell |
13,343
-1,634
| -11% | -$58.9K | 0.08% | 119 |
|
|
2020
Q1 | $462K | Sell |
14,977
-7,099
| -32% | -$336K | 0.09% | 121 |
|
|
2019
Q4 | $1.24M | Buy |
22,076
+16,927
| +329% | +$917K | 0.19% | 105 |
|
|
2019
Q3 | $275K | Sell |
5,149
-535
| -9% | -$26.5K | 0.04% | 151 |
|
|
2019
Q2 | $279K | Sell |
5,684
-2,201
| -28% | -$108K | 0.05% | 152 |
|
|
2019
Q1 | $367K | Sell |
7,885
-2,010
| -20% | -$98.1K | 0.06% | 142 |
|
|
2018
Q4 | $429K | Hold |
9,895
| – | – | 0.09% | 135 |
|
|
2018
Q3 | $480K | Sell |
9,895
-162
| -2% | -$8.31K | 0.07% | 134 |
|
|
2018
Q2 | $507K | Sell |
10,057
-6,392
| -39% | -$340K | 0.08% | 124 |
|
|
2018
Q1 | $856K | Sell |
16,449
-2,055
| -11% | -$111K | 0.12% | 112 |
|
|
2017
Q4 | $920K | Sell |
18,504
-2,513
| -12% | -$121K | 0.12% | 112 |
|
|
2017
Q3 | $987K | Sell |
21,017
-114
| -0.5% | -$5.24K | 0.14% | 108 |
|
|
2017
Q2 | $960K | Hold |
21,131
| – | – | 0.14% | 107 |
|
|
2017
Q1 | $945K | Sell |
21,131
-100
| -0.5% | -$4.67K | 0.14% | 107 |
|
|
2016
Q4 | $998K | Sell |
21,231
-715
| -3% | -$30.4K | 0.15% | 105 |
|
|
2016
Q3 | $828K | Hold |
21,946
| – | – | 0.12% | 114 |
|
|
2016
Q2 | $781K | Buy |
+21,946
| New | +$767K | 0.11% | 117 |
|
Other funds holding TFC
Gratus Capital's TFC Position: Q2 2024 in Review
Gratus Capital increased its Truist Financial (TFC) stake by 0.82% in Q2 2024, buying an estimated $13.1K and bringing the position to 42,766 shares worth $1.66M. The position accounts for 0.07% of the portfolio, ranked #150.
Gratus Capital first reported a position in TFC in Q2 2016 and has held it in 33 quarters since. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.
- Gratus Capital held 42,766 shares of Truist Financial worth $1.66M as of Q2 2024.
- Gratus Capital bought 348 Truist Financial shares in Q2 2024, an estimated $13.1K.
- Truist Financial made up 0.07% of Gratus Capital's portfolio in Q2 2024, its #150 holding.
- Gratus Capital first reported a position in Truist Financial in Q2 2016 and has held it in 33 quarters since.
- 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.
Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.