IFG Advisory’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 | $1.71M | Sell |
39,826
-18,537
| -32% | -$797K | 0.09% | 250 |
|
|
2025
Q1 | $2.4M | Sell |
58,363
-100
| -0.2% | -$4.12K | 0.13% | 194 |
|
|
2024
Q4 | $2.54M | Buy |
58,463
+18,053
| +45% | +$783K | 0.14% | 171 |
|
|
2024
Q3 | $1.73M | Buy |
40,410
+712
| +2% | +$30.5K | 0.11% | 216 |
|
|
2024
Q2 | $1.54M | Buy |
39,698
+2,308
| +6% | +$89.7K | 0.1% | 227 |
|
|
2024
Q1 | $1.46M | Sell |
37,390
-2,862
| -7% | -$112K | 0.11% | 220 |
|
|
2023
Q4 | $1.49M | Buy |
40,252
+167
| +0.4% | +$6.17K | 0.11% | 211 |
|
|
2023
Q3 | $1.15M | Buy |
40,085
+1,947
| +5% | +$55.7K | 0.1% | 215 |
|
|
2023
Q2 | $1.16M | Buy |
38,138
+22,546
| +145% | +$684K | 0.1% | 207 |
|
|
2023
Q1 | $532K | Sell |
15,592
-14,289
| -48% | -$487K | 0.05% | 311 |
|
|
2022
Q4 | $1.29M | Buy |
29,881
+20,744
| +227% | +$892K | 0.13% | 175 |
|
|
2022
Q3 | $397K | Buy |
9,137
+2,765
| +43% | +$120K | 0.04% | 360 |
|
|
2022
Q2 | $302K | Sell |
6,372
-57
| -0.9% | -$2.7K | 0.03% | 377 |
|
|
2022
Q1 | $364K | Sell |
6,429
-452
| -7% | -$25.6K | 0.04% | 365 |
|
|
2021
Q4 | $402K | Buy |
6,881
+668
| +11% | +$39K | 0.04% | 343 |
|
|
2021
Q3 | $364K | Buy |
6,213
+488
| +9% | +$28.6K | 0.04% | 356 |
|
|
2021
Q2 | $317K | Sell |
5,725
-4,644
| -45% | -$257K | 0.04% | 378 |
|
|
2021
Q1 | $604K | Buy |
10,369
+622
| +6% | +$36.2K | 0.08% | 263 |
|
|
2020
Q4 | $467K | Buy |
9,747
+279
| +3% | +$13.4K | 0.06% | 271 |
|
|
2020
Q3 | $360K | Sell |
9,468
-386
| -4% | -$14.7K | 0.06% | 287 |
|
|
2020
Q2 | $370K | Sell |
9,854
-713
| -7% | -$26.8K | 0.07% | 261 |
|
|
2020
Q1 | $325K | Buy |
10,567
+6,005
| +132% | +$185K | 0.07% | 250 |
|
|
2019
Q4 | $256K | Sell |
4,562
-844
| -16% | -$47.4K | 0.05% | 343 |
|
|
2019
Q3 | $288K | Sell |
5,406
-742
| -12% | -$39.5K | 0.06% | 314 |
|
|
2019
Q2 | $302K | Sell |
6,148
-300
| -5% | -$14.7K | 0.05% | 271 |
|
|
2019
Q1 | $300K | Sell |
6,448
-674
| -9% | -$31.4K | 0.06% | 264 |
|
|
2018
Q4 | $308K | Buy |
7,122
+1,367
| +24% | +$59.1K | 0.07% | 238 |
|
|
2018
Q3 | $279K | Buy |
5,755
+210
| +4% | +$10.2K | 0.05% | 307 |
|
|
2018
Q2 | $279K | Sell |
5,545
-285
| -5% | -$14.3K | 0.06% | 286 |
|
|
2018
Q1 | $303K | Buy |
5,830
+273
| +5% | +$14.2K | 0.07% | 263 |
|
|
2017
Q4 | $276K | Buy |
+5,557
| New | +$276K | 0.06% | 273 |
|