Greenleaf Trust’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 | $561K | Sell |
13,047
-2,350
| -15% | -$101K | 0.01% | 459 |
|
|
2025
Q1 | $634K | Buy |
15,397
+1,698
| +12% | +$69.9K | 0.01% | 437 |
|
|
2024
Q4 | $594K | Buy |
13,699
+600
| +5% | +$26K | 0.01% | 467 |
|
|
2024
Q3 | $560K | Buy |
13,099
+795
| +6% | +$34K | 0.01% | 487 |
|
|
2024
Q2 | $478K | Buy |
12,304
+809
| +7% | +$31.4K | ﹤0.01% | 486 |
|
|
2024
Q1 | $448K | Sell |
11,495
-2,700
| -19% | -$105K | ﹤0.01% | 505 |
|
|
2023
Q4 | $524K | Buy |
14,195
+838
| +6% | +$30.9K | 0.01% | 444 |
|
|
2023
Q3 | $382K | Buy |
13,357
+536
| +4% | +$15.3K | ﹤0.01% | 518 |
|
|
2023
Q2 | $389K | Sell |
12,821
-3,845
| -23% | -$117K | ﹤0.01% | 516 |
|
|
2023
Q1 | $568K | Buy |
16,666
+400
| +2% | +$13.6K | 0.01% | 409 |
|
|
2022
Q4 | $700K | Buy |
16,266
+2,158
| +15% | +$92.9K | 0.01% | 350 |
|
|
2022
Q3 | $614K | Sell |
14,108
-3,277
| -19% | -$143K | 0.01% | 348 |
|
|
2022
Q2 | $825K | Buy |
17,385
+1,285
| +8% | +$61K | 0.01% | 267 |
|
|
2022
Q1 | $913K | Buy |
16,100
+538
| +3% | +$30.5K | 0.01% | 269 |
|
|
2021
Q4 | $911K | Buy |
15,562
+1,028
| +7% | +$60.2K | 0.01% | 268 |
|
|
2021
Q3 | $852K | Buy |
14,534
+1,225
| +9% | +$71.8K | 0.01% | 255 |
|
|
2021
Q2 | $739K | Buy |
13,309
+487
| +4% | +$27K | 0.01% | 297 |
|
|
2021
Q1 | $748K | Buy |
12,822
+2,659
| +26% | +$155K | 0.01% | 268 |
|
|
2020
Q4 | $487K | Buy |
10,163
+1,063
| +12% | +$50.9K | 0.01% | 347 |
|
|
2020
Q3 | $346K | Buy |
9,100
+673
| +8% | +$25.6K | 0.01% | 375 |
|
|
2020
Q2 | $316K | Buy |
+8,427
| New | +$316K | 0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-10,387
| Closed | -$585K | – | 592 |
|
|
2019
Q4 | $585K | Buy |
10,387
+5,737
| +123% | +$323K | 0.01% | 260 |
|
|
2019
Q3 | $248K | Buy |
4,650
+281
| +6% | +$15K | ﹤0.01% | 458 |
|
|
2019
Q2 | $215K | Buy |
+4,369
| New | +$215K | ﹤0.01% | 493 |
|
|
2019
Q1 | – | Sell |
-5,022
| Closed | -$218K | – | 553 |
|
|
2018
Q4 | $218K | Buy |
+5,022
| New | +$218K | ﹤0.01% | 433 |
|
|
2018
Q3 | – | Sell |
-4,753
| Closed | -$240K | – | 557 |
|
|
2018
Q2 | $240K | Buy |
+4,753
| New | +$240K | ﹤0.01% | 432 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$25K | – | 645 |
|
|
2017
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 557 |
|
|
2017
Q3 | $23K | Buy |
+500
| New | +$23K | ﹤0.01% | 555 |
|