Hennion & Walsh Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
53,209
+17,526
| +49% | +$753K | 0.09% | 284 |
|
|
2025
Q1 | $1.47M | Buy |
35,683
+3,508
| +11% | +$144K | 0.07% | 358 |
|
|
2024
Q4 | $1.4M | Buy |
32,175
+19,315
| +150% | +$838K | 0.06% | 386 |
|
|
2024
Q3 | $550K | Sell |
12,860
-5,511
| -30% | -$236K | 0.03% | 593 |
|
|
2024
Q2 | $714K | Buy |
18,371
+5,021
| +38% | +$195K | 0.04% | 496 |
|
|
2024
Q1 | $520K | Sell |
13,350
-101
| -0.8% | -$3.94K | 0.03% | 555 |
|
|
2023
Q4 | $497K | Sell |
13,451
-16,678
| -55% | -$616K | 0.03% | 548 |
|
|
2023
Q3 | $862K | Sell |
30,129
-308
| -1% | -$8.81K | 0.06% | 393 |
|
|
2023
Q2 | $924K | Sell |
30,437
-16,103
| -35% | -$489K | 0.05% | 385 |
|
|
2023
Q1 | $1.59M | Sell |
46,540
-5,837
| -11% | -$199K | 0.1% | 253 |
|
|
2022
Q4 | $2.25M | Sell |
52,377
-3,260
| -6% | -$140K | 0.14% | 189 |
|
|
2022
Q3 | $2.42M | Buy |
55,637
+1,825
| +3% | +$79.4K | 0.16% | 166 |
|
|
2022
Q2 | $2.55M | Buy |
53,812
+2,004
| +4% | +$95K | 0.16% | 165 |
|
|
2022
Q1 | $2.94M | Buy |
51,808
+7,582
| +17% | +$430K | 0.16% | 173 |
|
|
2021
Q4 | $2.59M | Buy |
44,226
+17,888
| +68% | +$1.05M | 0.13% | 205 |
|
|
2021
Q3 | $1.55M | Buy |
26,338
+6,809
| +35% | +$399K | 0.08% | 268 |
|
|
2021
Q2 | $1.08M | Buy |
19,529
+11,415
| +141% | +$634K | 0.06% | 346 |
|
|
2021
Q1 | $473K | Buy |
+8,114
| New | +$473K | 0.03% | 506 |
|