Hartford Financial Management’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 | $148K | Hold |
3,449
| – | – | 0.04% | 142 |
|
2025
Q1 | $142K | Hold |
3,449
| – | – | 0.03% | 164 |
|
2024
Q4 | $150K | Sell |
3,449
-950
| -22% | -$41.2K | 0.03% | 160 |
|
2024
Q3 | $188K | Hold |
4,399
| – | – | 0.04% | 157 |
|
2024
Q2 | $171K | Hold |
4,399
| – | – | 0.04% | 159 |
|
2024
Q1 | $171K | Hold |
4,399
| – | – | 0.04% | 155 |
|
2023
Q4 | $162K | Sell |
4,399
-156
| -3% | -$5.76K | 0.04% | 161 |
|
2023
Q3 | $130K | Sell |
4,555
-913
| -17% | -$26.1K | 0.03% | 169 |
|
2023
Q2 | $166K | Hold |
5,468
| – | – | 0.04% | 165 |
|
2023
Q1 | $186K | Sell |
5,468
-81
| -1% | -$2.76K | 0.05% | 154 |
|
2022
Q4 | $239K | Hold |
5,549
| – | – | 0.06% | 149 |
|
2022
Q3 | $242K | Hold |
5,549
| – | – | 0.07% | 147 |
|
2022
Q2 | $263K | Hold |
5,549
| – | – | 0.07% | 141 |
|
2022
Q1 | $315K | Hold |
5,549
| – | – | 0.08% | 136 |
|
2021
Q4 | $325K | Sell |
5,549
-84
| -1% | -$4.92K | 0.08% | 137 |
|
2021
Q3 | $330K | Buy |
5,633
+84
| +2% | +$4.92K | 0.08% | 136 |
|
2021
Q2 | $308K | Hold |
5,549
| – | – | 0.08% | 137 |
|
2021
Q1 | $324K | Hold |
5,549
| – | – | 0.08% | 133 |
|
2020
Q4 | $266K | Hold |
5,549
| – | – | 0.07% | 140 |
|
2020
Q3 | $211K | Hold |
5,549
| – | – | 0.06% | 141 |
|
2020
Q2 | $208K | Sell |
5,549
-716
| -11% | -$26.8K | 0.07% | 143 |
|
2020
Q1 | $193K | Hold |
6,265
| – | – | 0.08% | 138 |
|
2019
Q4 | $353K | Buy |
6,265
+647
| +12% | +$36.5K | 0.11% | 126 |
|
2019
Q3 | $300K | Hold |
5,618
| – | – | 0.1% | 130 |
|
2019
Q2 | $276K | Sell |
5,618
-55
| -1% | -$2.7K | 0.09% | 134 |
|
2019
Q1 | $264K | Hold |
5,673
| – | – | 0.09% | 135 |
|
2018
Q4 | $246K | Hold |
5,673
| – | – | 0.09% | 137 |
|
2018
Q3 | $275K | Hold |
5,673
| – | – | 0.09% | 143 |
|
2018
Q2 | $286K | Hold |
5,673
| – | – | 0.1% | 142 |
|
2018
Q1 | $295K | Hold |
5,673
| – | – | 0.15% | 103 |
|
2017
Q4 | $282K | Hold |
5,673
| – | – | 0.14% | 111 |
|
2017
Q3 | $266K | Hold |
5,673
| – | – | 0.14% | 113 |
|
2017
Q2 | $257K | Hold |
5,673
| – | – | 0.12% | 120 |
|
2017
Q1 | $253K | Sell |
5,673
-1,000
| -15% | -$44.6K | 0.15% | 109 |
|
2016
Q4 | $314K | Buy |
6,673
+3,000
| +82% | +$141K | 0.19% | 93 |
|
2016
Q3 | $138K | Sell |
3,673
-1,100
| -23% | -$41.3K | 0.08% | 131 |
|
2016
Q2 | $169K | Buy |
4,773
+573
| +14% | +$20.3K | 0.1% | 120 |
|
2016
Q1 | $139K | Hold |
4,200
| – | – | 0.09% | 122 |
|
2015
Q4 | $158K | Hold |
4,200
| – | – | 0.1% | 119 |
|
2015
Q3 | $149K | Hold |
4,200
| – | – | 0.1% | 118 |
|
2015
Q2 | $169K | Buy |
+4,200
| New | +$169K | 0.1% | 115 |
|
2015
Q1 | – | Sell |
-4,200
| Closed | -$163K | – | 204 |
|
2014
Q4 | $163K | Hold |
4,200
| – | – | 0.1% | 111 |
|
2014
Q3 | $156K | Buy |
4,200
+500
| +14% | +$18.6K | 0.09% | 118 |
|
2014
Q2 | $145K | Buy |
3,700
+500
| +16% | +$19.6K | 0.09% | 118 |
|
2014
Q1 | $128K | Hold |
3,200
| – | – | 0.08% | 119 |
|
2013
Q4 | $119K | Hold |
3,200
| – | – | 0.08% | 123 |
|
2013
Q3 | $108K | Hold |
3,200
| – | – | 0.07% | 133 |
|
2013
Q2 | $108K | Buy |
+3,200
| New | +$108K | 0.07% | 127 |
|