Heritage Wealth Advisors’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 | $1.69M | Sell |
39,199
-981
| -2% | -$42.2K | 0.08% | 60 |
|
|
2025
Q1 | $1.65M | Sell |
40,180
-79
| -0.2% | -$3.25K | 0.08% | 60 |
|
|
2024
Q4 | $1.75M | Sell |
40,259
-642
| -2% | -$27.9K | 0.09% | 61 |
|
|
2024
Q3 | $1.75M | Sell |
40,901
-929
| -2% | -$39.7K | 0.08% | 64 |
|
|
2024
Q2 | $1.63M | Sell |
41,830
-955
| -2% | -$37.1K | 0.07% | 65 |
|
|
2024
Q1 | $1.67M | Buy |
42,785
+144
| +0.3% | +$5.61K | 0.08% | 67 |
|
|
2023
Q4 | $1.57M | Sell |
42,641
-744
| -2% | -$27.5K | 0.08% | 64 |
|
|
2023
Q3 | $1.24M | Buy |
43,385
+31
| +0.1% | +$887 | 0.07% | 68 |
|
|
2023
Q2 | $1.32M | Sell |
43,354
-1,751
| -4% | -$53.1K | 0.07% | 68 |
|
|
2023
Q1 | $1.54M | Sell |
45,105
-1,736
| -4% | -$59.2K | 0.09% | 59 |
|
|
2022
Q4 | $2.02M | Sell |
46,841
-1,140
| -2% | -$49.1K | 0.12% | 56 |
|
|
2022
Q3 | $2.09M | Buy |
47,981
+19
| +0% | +$827 | 0.15% | 47 |
|
|
2022
Q2 | $2.28M | Sell |
47,962
-261,421
| -84% | -$12.4M | 0.16% | 46 |
|
|
2022
Q1 | $17.5M | Buy |
309,383
+33,124
| +12% | +$1.88M | 0.97% | 28 |
|
|
2021
Q4 | $16.2M | Buy |
276,259
+25,706
| +10% | +$1.51M | 0.89% | 29 |
|
|
2021
Q3 | $14.7M | Buy |
250,553
+14,571
| +6% | +$855K | 0.9% | 28 |
|
|
2021
Q2 | $13.1M | Buy |
235,982
+9,727
| +4% | +$540K | 0.81% | 30 |
|
|
2021
Q1 | $13.2M | Buy |
226,255
+11,511
| +5% | +$671K | 0.8% | 25 |
|
|
2020
Q4 | $10.3M | Buy |
214,744
+6,152
| +3% | +$295K | 0.64% | 29 |
|
|
2020
Q3 | $7.94M | Buy |
208,592
+156,942
| +304% | +$5.97M | 1.02% | 27 |
|
|
2020
Q2 | $1.94M | Sell |
51,650
-1,463
| -3% | -$54.9K | 0.27% | 40 |
|
|
2020
Q1 | $1.64M | Buy |
53,113
+5,423
| +11% | +$167K | 0.29% | 42 |
|
|
2019
Q4 | $2.69M | Buy |
47,690
+37,998
| +392% | +$2.14M | 0.35% | 35 |
|
|
2019
Q3 | $517K | Sell |
9,692
-467
| -5% | -$24.9K | 0.08% | 95 |
|
|
2019
Q2 | $499K | Buy |
10,159
+494
| +5% | +$24.3K | 0.08% | 91 |
|
|
2019
Q1 | $450K | Sell |
9,665
-167
| -2% | -$7.77K | 0.07% | 86 |
|
|
2018
Q4 | $425K | Buy |
9,832
+2,512
| +34% | +$109K | 0.08% | 85 |
|
|
2018
Q3 | $355K | Sell |
7,320
-40
| -0.5% | -$1.94K | 0.07% | 95 |
|
|
2018
Q2 | $372K | Buy |
7,360
+11
| +0.1% | +$556 | 0.14% | 86 |
|
|
2018
Q1 | $382K | Sell |
7,349
-14
| -0.2% | -$728 | 0.16% | 83 |
|
|
2017
Q4 | $366K | Buy |
7,363
+274
| +4% | +$13.6K | 0.16% | 85 |
|
|
2017
Q3 | $333K | Buy |
7,089
+559
| +9% | +$26.3K | 0.17% | 81 |
|
|
2017
Q2 | $296K | Buy |
6,530
+10
| +0.2% | +$453 | 0.15% | 79 |
|
|
2017
Q1 | $291K | Buy |
6,520
+9
| +0.1% | +$402 | 0.16% | 78 |
|
|
2016
Q4 | $306K | Sell |
6,511
-2,425
| -27% | -$114K | 0.2% | 66 |
|
|
2016
Q3 | $335K | Sell |
8,936
-3,039
| -25% | -$114K | 0.23% | 62 |
|
|
2016
Q2 | $427K | Buy |
11,975
+85
| +0.7% | +$3.03K | 0.29% | 47 |
|
|
2016
Q1 | $397K | Sell |
11,890
-8
| -0.1% | -$267 | 0.31% | 45 |
|
|
2015
Q4 | $449K | Sell |
11,898
-272
| -2% | -$10.3K | 0.38% | 40 |
|
|
2015
Q3 | $433K | Buy |
12,170
+178
| +1% | +$6.33K | 0.37% | 37 |
|
|
2015
Q2 | $484K | Sell |
11,992
-899
| -7% | -$36.3K | 0.4% | 48 |
|
|
2015
Q1 | $504K | Buy |
12,891
+44
| +0.3% | +$1.72K | 0.42% | 47 |
|
|
2014
Q4 | $500K | Buy |
12,847
+5,150
| +67% | +$200K | 0.45% | 46 |
|
|
2014
Q3 | $287K | Buy |
7,697
+337
| +5% | +$12.6K | 0.3% | 59 |
|
|
2014
Q2 | $290K | Hold |
7,360
| – | – | 0.31% | 56 |
|
|
2014
Q1 | $295K | Sell |
7,360
-360
| -5% | -$14.4K | 0.34% | 51 |
|
|
2013
Q4 | $288K | Buy |
+7,720
| New | +$288K | 0.36% | 51 |
|