Horizon Investments’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 | $8.4M | Buy |
197,759
+172,508
| +683% | +$7.33M | 0.13% | 120 |
|
|
2025
Q1 | $1.03M | Buy |
25,251
+645
| +3% | +$26.2K | 0.03% | 273 |
|
|
2024
Q4 | $1.07M | Buy |
24,606
+442
| +2% | +$19.2K | 0.03% | 264 |
|
|
2024
Q3 | $1.02M | Sell |
24,164
-392
| -2% | -$16.6K | 0.03% | 263 |
|
|
2024
Q2 | $942K | Buy |
24,556
+86
| +0.4% | +$3.3K | 0.03% | 267 |
|
|
2024
Q1 | $941K | Buy |
24,470
+103
| +0.4% | +$3.96K | 0.02% | 262 |
|
|
2023
Q4 | $887K | Buy |
24,367
+15,140
| +164% | +$551K | 0.02% | 255 |
|
|
2023
Q3 | $259K | Buy |
9,227
+248
| +3% | +$6.97K | 0.01% | 448 |
|
|
2023
Q2 | $268K | Buy |
8,979
+1,771
| +25% | +$52.9K | 0.01% | 446 |
|
|
2023
Q1 | $241K | Sell |
7,208
-18,281
| -72% | -$612K | 0.01% | 457 |
|
|
2022
Q4 | $1.09M | Buy |
25,489
+9,663
| +61% | +$411K | 0.03% | 203 |
|
|
2022
Q3 | $681K | Buy |
15,826
+5,029
| +47% | +$216K | 0.02% | 276 |
|
|
2022
Q2 | $507K | Sell |
10,797
-459
| -4% | -$21.6K | 0.02% | 274 |
|
|
2022
Q1 | $632K | Buy |
11,256
+1,731
| +18% | +$97.2K | 0.02% | 295 |
|
|
2021
Q4 | $554K | Buy |
9,525
+775
| +9% | +$45.1K | 0.02% | 300 |
|
|
2021
Q3 | $509K | Sell |
8,750
-40,041
| -82% | -$2.33M | 0.01% | 309 |
|
|
2021
Q2 | $2.69M | Sell |
48,791
-21,865
| -31% | -$1.2M | 0.08% | 122 |
|
|
2021
Q1 | $4.12M | Buy |
+70,656
| New | +$4.12M | 0.15% | 60 |
|
|
2020
Q4 | – | Sell |
-32,175
| Closed | -$1.21M | – | 368 |
|
|
2020
Q3 | $1.21M | Buy |
32,175
+14,675
| +84% | +$553K | 0.04% | 163 |
|
|
2020
Q2 | $650K | Buy |
17,500
+10,489
| +150% | +$390K | 0.02% | 297 |
|
|
2020
Q1 | $213K | Sell |
7,011
-10,891
| -61% | -$331K | 0.01% | 271 |
|
|
2019
Q4 | $1.01M | Buy |
+17,902
| New | +$1.01M | 0.04% | 171 |
|