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