Icon Advisers’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 | $1.68M | Hold |
39,100
| – | – | 0.38% | 98 |
|
|
2025
Q1 | $1.61M | Hold |
39,100
| – | – | 0.38% | 105 |
|
|
2024
Q4 | $1.7M | Hold |
39,100
| – | – | 0.38% | 104 |
|
|
2024
Q3 | $1.67M | Hold |
39,100
| – | – | 0.35% | 112 |
|
|
2024
Q2 | $1.53M | Hold |
39,100
| – | – | 0.35% | 112 |
|
|
2024
Q1 | $1.5M | Hold |
39,100
| – | – | 0.33% | 120 |
|
|
2023
Q4 | $1.44M | Hold |
39,100
| – | – | 0.33% | 115 |
|
|
2023
Q3 | $1.12M | Hold |
39,100
| – | – | 0.28% | 135 |
|
|
2023
Q2 | $1.19M | Hold |
39,100
| – | – | 0.3% | 127 |
|
|
2023
Q1 | $1.33M | Hold |
39,100
| – | – | 0.34% | 121 |
|
|
2022
Q4 | $1.68M | Hold |
39,100
| – | – | 0.43% | 95 |
|
|
2022
Q3 | $1.7M | Hold |
39,100
| – | – | 0.47% | 80 |
|
|
2022
Q2 | $1.86M | Hold |
39,100
| – | – | 0.43% | 96 |
|
|
2022
Q1 | $2.22M | Hold |
39,100
| – | – | 0.38% | 106 |
|
|
2021
Q4 | $2.29M | Hold |
39,100
| – | – | 0.37% | 110 |
|
|
2021
Q3 | $2.29M | Hold |
39,100
| – | – | 0.39% | 102 |
|
|
2021
Q2 | $2.17M | Buy |
+39,100
| New | +$2.17M | 0.35% | 109 |
|
|
2015
Q1 | – | Sell |
-14,500
| Closed | -$564K | – | 362 |
|
|
2014
Q4 | $564K | Hold |
14,500
| – | – | 0.03% | 278 |
|
|
2014
Q3 | $540K | Buy |
14,500
+7,300
| +101% | +$272K | 0.03% | 270 |
|
|
2014
Q2 | $284K | Buy |
7,200
+1,400
| +24% | +$55.2K | 0.02% | 312 |
|
|
2014
Q1 | $233K | Buy |
+5,800
| New | +$233K | 0.02% | 295 |
|
|
2013
Q3 | – | Sell |
-43,000
| Closed | -$1.46M | – | 366 |
|
|
2013
Q2 | $1.46M | Buy |
+43,000
| New | +$1.46M | 0.11% | 178 |
|