Great Lakes 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
$15.1M Buy
350,736
+3,549
+1% +$153K 0.13% 145
2025
Q1
$14.2M Buy
347,187
+12,374
+4% +$506K 0.13% 147
2024
Q4
$14.5M Sell
334,813
-2,681
-0.8% -$116K 0.12% 163
2024
Q3
$14.4M Sell
337,494
-836
-0.2% -$35.8K 0.12% 160
2024
Q2
$13.1M Sell
338,330
-4,182
-1% -$162K 0.12% 168
2024
Q1
$13.4M Buy
342,512
+2,464
+0.7% +$96K 0.11% 173
2023
Q4
$12.6M Sell
340,048
-16,649
-5% -$615K 0.12% 176
2023
Q3
$10.2M Sell
356,697
-226,588
-39% -$6.48M 0.09% 193
2023
Q2
$17.7M Sell
583,285
-44,906
-7% -$1.36M 0.18% 134
2023
Q1
$21.4M Buy
628,191
+454,548
+262% +$15.5M 0.19% 117
2022
Q4
$7.47M Buy
173,643
+3,520
+2% +$151K 0.43% 60
2022
Q3
$7.41M Buy
170,123
+50,370
+42% +$2.19M 0.16% 163
2022
Q2
$5.68M Buy
119,753
+17,304
+17% +$821K 0.11% 213
2022
Q1
$5.81M Buy
102,449
+51,509
+101% +$2.92M 0.1% 221
2021
Q4
$2.98M Buy
50,940
+36,205
+246% +$2.12M 0.05% 334
2021
Q3
$864K Buy
14,735
+6,856
+87% +$402K 0.01% 465
2021
Q2
$437K Buy
7,879
+449
+6% +$24.9K 0.01% 537
2021
Q1
$433K Buy
7,430
+1,947
+36% +$113K 0.01% 527
2020
Q4
$263K Buy
+5,483
New +$263K ﹤0.01% 561
2020
Q3
Sell
-50,712
Closed -$1.9M 620
2020
Q2
$1.9M Buy
+50,712
New +$1.9M 0.05% 342