IEQ Capital’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 | $6M | Buy |
139,670
+54,572
| +64% | +$2.35M | 0.04% | 377 |
|
|
2025
Q1 | $3.5M | Sell |
85,098
-30,972
| -27% | -$1.27M | 0.03% | 428 |
|
|
2024
Q4 | $5.04M | Buy |
116,070
+57,429
| +98% | +$2.49M | 0.05% | 266 |
|
|
2024
Q3 | $2.51M | Buy |
58,641
+19,516
| +50% | +$835K | 0.03% | 328 |
|
|
2024
Q2 | $1.52M | Buy |
39,125
+5,817
| +17% | +$226K | 0.02% | 391 |
|
|
2024
Q1 | $1.3M | Buy |
33,308
+2,638
| +9% | +$103K | 0.02% | 404 |
|
|
2023
Q4 | $1.13M | Buy |
30,670
+13,508
| +79% | +$499K | 0.02% | 403 |
|
|
2023
Q3 | $491K | Sell |
17,162
-3,188
| -16% | -$91.2K | 0.01% | 573 |
|
|
2023
Q2 | $618K | Sell |
20,350
-916
| -4% | -$27.8K | 0.01% | 499 |
|
|
2023
Q1 | $725K | Buy |
21,266
+8,661
| +69% | +$295K | 0.02% | 465 |
|
|
2022
Q4 | $542K | Sell |
12,605
-19,657
| -61% | -$846K | 0.02% | 496 |
|
|
2022
Q3 | $1.41M | Buy |
32,262
+15,901
| +97% | +$692K | 0.04% | 293 |
|
|
2022
Q2 | $776K | Sell |
16,361
-7,881
| -33% | -$374K | 0.02% | 360 |
|
|
2022
Q1 | $1.38M | Sell |
24,242
-228
| -0.9% | -$12.9K | 0.03% | 268 |
|
|
2021
Q4 | $1.43M | Buy |
24,470
+729
| +3% | +$42.7K | 0.03% | 243 |
|
|
2021
Q3 | $1.39M | Buy |
23,741
+14,406
| +154% | +$845K | 0.04% | 230 |
|
|
2021
Q2 | $518K | Buy |
9,335
+1,926
| +26% | +$107K | 0.02% | 360 |
|
|
2021
Q1 | $432K | Buy |
+7,409
| New | +$432K | 0.02% | 299 |
|
|
2020
Q2 | – | Sell |
-8,697
| Closed | -$268K | – | 396 |
|
|
2020
Q1 | $268K | Sell |
8,697
-2,140
| -20% | -$65.9K | 0.02% | 297 |
|
|
2019
Q4 | $610K | Buy |
+10,837
| New | +$610K | 0.05% | 198 |
|