HBK Sorce Advisory’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 | $423K | Sell |
9,837
-2,778
| -22% | -$119K | 0.01% | 373 |
|
|
2025
Q1 | $519K | Buy |
12,615
+2,781
| +28% | +$114K | 0.02% | 327 |
|
|
2024
Q4 | $427K | Buy |
9,834
+1,970
| +25% | +$85.5K | 0.01% | 370 |
|
|
2024
Q3 | $336K | Buy |
7,864
+470
| +6% | +$20.1K | 0.01% | 422 |
|
|
2024
Q2 | $287K | Sell |
7,394
-371
| -5% | -$14.4K | 0.01% | 453 |
|
|
2024
Q1 | $303K | Buy |
7,765
+1,392
| +22% | +$54.3K | 0.01% | 448 |
|
|
2023
Q4 | $235K | Sell |
6,373
-2,686
| -30% | -$99.2K | 0.01% | 476 |
|
|
2023
Q3 | $259K | Sell |
9,059
-1,860
| -17% | -$53.2K | 0.01% | 448 |
|
|
2023
Q2 | $331K | Sell |
10,919
-1,068
| -9% | -$32.4K | 0.01% | 415 |
|
|
2023
Q1 | $409K | Sell |
11,987
-6,867
| -36% | -$234K | 0.02% | 370 |
|
|
2022
Q4 | $811K | Buy |
18,854
+8,182
| +77% | +$352K | 0.02% | 327 |
|
|
2022
Q3 | $465K | Buy |
10,672
+2,856
| +37% | +$124K | 0.03% | 276 |
|
|
2022
Q2 | $371K | Sell |
7,816
-2,246
| -22% | -$107K | 0.03% | 295 |
|
|
2022
Q1 | $571K | Sell |
10,062
-2,261
| -18% | -$128K | 0.03% | 285 |
|
|
2021
Q4 | $722K | Buy |
12,323
+206
| +2% | +$12.1K | 0.04% | 269 |
|
|
2021
Q3 | $711K | Buy |
12,117
+4,806
| +66% | +$282K | 0.04% | 254 |
|
|
2021
Q2 | $406K | Buy |
7,311
+12
| +0.2% | +$666 | 0.02% | 363 |
|
|
2021
Q1 | $426K | Buy |
7,299
+537
| +8% | +$31.3K | 0.03% | 332 |
|
|
2020
Q4 | $324K | Sell |
6,762
-30
| -0.4% | -$1.44K | 0.02% | 357 |
|
|
2020
Q3 | $258K | Sell |
6,792
-808
| -11% | -$30.7K | 0.02% | 374 |
|
|
2020
Q2 | $285K | Sell |
7,600
-1,062
| -12% | -$39.8K | 0.02% | 337 |
|
|
2020
Q1 | $267K | Sell |
8,662
-4,662
| -35% | -$144K | 0.03% | 314 |
|
|
2019
Q4 | $750K | Buy |
13,324
+4,006
| +43% | +$225K | 0.07% | 206 |
|
|
2019
Q3 | $497K | Buy |
9,318
+788
| +9% | +$42K | 0.05% | 250 |
|
|
2019
Q2 | $419K | Sell |
8,530
-432
| -5% | -$21.2K | 0.04% | 268 |
|
|
2019
Q1 | $417K | Buy |
8,962
+191
| +2% | +$8.89K | 0.04% | 275 |
|
|
2018
Q4 | $380K | Buy |
8,771
+1,621
| +23% | +$70.2K | 0.04% | 258 |
|
|
2018
Q3 | $347K | Sell |
7,150
-358
| -5% | -$17.4K | 0.04% | 276 |
|
|
2018
Q2 | $379K | Sell |
7,508
-222
| -3% | -$11.2K | 0.04% | 272 |
|
|
2018
Q1 | $402K | Buy |
7,730
+2,217
| +40% | +$115K | 0.05% | 247 |
|
|
2017
Q4 | $274K | Buy |
5,513
+369
| +7% | +$18.3K | 0.03% | 326 |
|
|
2017
Q3 | $241K | Buy |
5,144
+403
| +9% | +$18.9K | 0.04% | 278 |
|
|
2017
Q2 | $215K | Sell |
4,741
-124
| -3% | -$5.62K | 0.03% | 282 |
|
|
2017
Q1 | $217K | Sell |
4,865
-81
| -2% | -$3.61K | 0.04% | 147 |
|
|
2016
Q4 | $233K | Buy |
+4,946
| New | +$233K | 0.04% | 271 |
|