HighTower Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212M | Buy |
4,940,958
+335,490
| +7% | +$14.4M | 0.27% | 78 |
|
|
2025
Q1 | $190M | Buy |
4,605,468
+485,745
| +12% | +$20M | 0.26% | 84 |
|
|
2024
Q4 | $179M | Buy |
4,119,723
+217,832
| +6% | +$9.45M | 0.24% | 86 |
|
|
2024
Q3 | $167M | Buy |
3,901,891
+807,648
| +26% | +$34.5M | 0.24% | 88 |
|
|
2024
Q2 | $120M | Buy |
3,094,243
+48,276
| +2% | +$1.88M | 0.19% | 119 |
|
|
2024
Q1 | $119M | Buy |
3,045,967
+861,015
| +39% | +$33.6M | 0.19% | 118 |
|
|
2023
Q4 | $80.7M | Sell |
2,184,952
-794,083
| -27% | -$29.3M | 0.14% | 162 |
|
|
2023
Q3 | $85.3M | Buy |
2,979,035
+39,298
| +1% | +$1.13M | 0.16% | 141 |
|
|
2023
Q2 | $89.2M | Buy |
2,939,737
+263,185
| +10% | +$7.99M | 0.18% | 122 |
|
|
2023
Q1 | $91.3M | Buy |
2,676,552
+975,809
| +57% | +$33.3M | 0.2% | 104 |
|
|
2022
Q4 | $73.2M | Sell |
1,700,743
-49,644
| -3% | -$2.14M | 0.17% | 136 |
|
|
2022
Q3 | $76.2M | Buy |
1,750,387
+49,658
| +3% | +$2.16M | 0.2% | 105 |
|
|
2022
Q2 | $80.7M | Buy |
1,700,729
+230,268
| +16% | +$10.9M | 0.21% | 101 |
|
|
2022
Q1 | $83.4M | Buy |
1,470,461
+48,731
| +3% | +$2.76M | 0.19% | 114 |
|
|
2021
Q4 | $83.2M | Buy |
1,421,730
+697,158
| +96% | +$40.8M | 0.18% | 122 |
|
|
2021
Q3 | $42.5M | Buy |
724,572
+58,654
| +9% | +$3.44M | 0.11% | 185 |
|
|
2021
Q2 | $36.9M | Buy |
665,918
+106,581
| +19% | +$5.91M | 0.11% | 195 |
|
|
2021
Q1 | $32.6M | Buy |
559,337
+26,786
| +5% | +$1.56M | 0.1% | 198 |
|
|
2020
Q4 | $25.5M | Buy |
532,551
+77,334
| +17% | +$3.71M | 0.11% | 196 |
|
|
2020
Q3 | $17.3M | Buy |
455,217
+33,087
| +8% | +$1.26M | 0.08% | 234 |
|
|
2020
Q2 | $15.9M | Sell |
422,130
-6,454
| -2% | -$243K | 0.09% | 230 |
|
|
2020
Q1 | $13.2M | Buy |
428,584
+22,232
| +5% | +$686K | 0.09% | 228 |
|
|
2019
Q4 | $22.9M | Buy |
406,352
+70,566
| +21% | +$3.97M | 0.14% | 169 |
|
|
2019
Q3 | $17.9M | Buy |
335,786
+67,707
| +25% | +$3.61M | 0.1% | 211 |
|
|
2019
Q2 | $13.2M | Buy |
268,079
+2,257
| +0.8% | +$111K | 0.08% | 270 |
|
|
2019
Q1 | $12.4M | Buy |
265,822
+37,709
| +17% | +$1.75M | 0.08% | 256 |
|
|
2018
Q4 | $9.88M | Sell |
228,113
-73,953
| -24% | -$3.2M | 0.08% | 270 |
|
|
2018
Q3 | $14.7M | Sell |
302,066
-63,585
| -17% | -$3.08M | 0.11% | 209 |
|
|
2018
Q2 | $18.5M | Buy |
365,651
+22,512
| +7% | +$1.14M | 0.15% | 151 |
|
|
2018
Q1 | $17.9M | Buy |
343,139
+22,197
| +7% | +$1.16M | 0.15% | 139 |
|
|
2017
Q4 | $15.9M | Buy |
320,942
+4,321
| +1% | +$214K | 0.13% | 167 |
|
|
2017
Q3 | $14.9M | Sell |
316,621
-111
| -0% | -$5.22K | 0.13% | 168 |
|
|
2017
Q2 | $14.4M | Buy |
316,732
+66,625
| +27% | +$3.03M | 0.13% | 169 |
|
|
2017
Q1 | $11.2M | Buy |
250,107
+11,424
| +5% | +$510K | 0.11% | 191 |
|
|
2016
Q4 | $11.2M | Buy |
238,683
+9,983
| +4% | +$470K | 0.12% | 176 |
|
|
2016
Q3 | $8.65M | Buy |
228,700
+34,885
| +18% | +$1.32M | 0.1% | 213 |
|
|
2016
Q2 | $6.9M | Buy |
193,815
+68,661
| +55% | +$2.44M | 0.09% | 245 |
|
|
2016
Q1 | $4.14M | Sell |
125,154
-219,826
| -64% | -$7.27M | 0.01% | 418 |
|
|
2015
Q4 | $13.1M | Buy |
344,980
+60,098
| +21% | +$2.28M | 0.16% | 144 |
|
|
2015
Q3 | $10.1M | Buy |
+284,882
| New | +$10.1M | 0.13% | 168 |
|
|
2015
Q2 | – | Sell |
-324,201
| Closed | -$12.6M | – | 1719 |
|
|
2015
Q1 | $12.6M | Buy |
324,201
+35,504
| +12% | +$1.38M | 0.19% | 120 |
|
|
2014
Q4 | $11.2M | Buy |
288,697
+929
| +0.3% | +$36.1K | 0.17% | 133 |
|
|
2014
Q3 | $10.7M | Buy |
287,768
+7
| +0% | +$260 | 0.18% | 128 |
|
|
2014
Q2 | $11.3M | Buy |
287,761
+4,607
| +2% | +$182K | 0.2% | 114 |
|
|
2014
Q1 | $11.4M | Buy |
283,154
+1,485
| +0.5% | +$59.7K | 0.22% | 100 |
|
|
2013
Q4 | $10.5M | Buy |
281,669
+7,733
| +3% | +$289K | 0.22% | 108 |
|
|
2013
Q3 | $9.25M | Buy |
273,936
+1,623
| +0.6% | +$54.8K | 0.23% | 94 |
|
|
2013
Q2 | $9.23M | Buy |
+272,313
| New | +$9.23M | 0.25% | 86 |
|