IFP Advisors’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 | $362K | Sell |
7,662
-744
| -9% | -$35.2K | 0.01% | 973 |
|
|
2025
Q1 | $346K | Buy |
8,406
+186
| +2% | +$7.66K | 0.01% | 923 |
|
|
2024
Q4 | $357K | Buy |
8,220
+1,211
| +17% | +$52.5K | 0.01% | 875 |
|
|
2024
Q3 | $300K | Sell |
7,009
-3,634
| -34% | -$155K | 0.01% | 896 |
|
|
2024
Q2 | $413K | Sell |
10,643
-1,786
| -14% | -$69.4K | 0.02% | 722 |
|
|
2024
Q1 | $484K | Buy |
12,429
+3,884
| +45% | +$151K | 0.02% | 620 |
|
|
2023
Q4 | $315K | Sell |
8,545
-965
| -10% | -$35.6K | 0.01% | 747 |
|
|
2023
Q3 | $272K | Sell |
9,510
-4,013
| -30% | -$115K | 0.01% | 823 |
|
|
2023
Q2 | $410K | Sell |
13,523
-404
| -3% | -$12.3K | 0.02% | 723 |
|
|
2023
Q1 | $762K | Sell |
13,927
-26,670
| -66% | -$1.46M | 0.03% | 460 |
|
|
2022
Q4 | $2.22M | Buy |
40,597
+2,515
| +7% | +$138K | 0.06% | 349 |
|
|
2022
Q3 | $2.09M | Buy |
38,082
+140
| +0.4% | +$7.67K | 0.05% | 384 |
|
|
2022
Q2 | $2.08M | Hold |
37,942
| – | – | 0.07% | 334 |
|
|
2022
Q1 | $2.08M | Buy |
37,942
+22,839
| +151% | +$1.25M | 0.07% | 334 |
|
|
2021
Q4 | $888K | Buy |
15,103
+300
| +2% | +$17.6K | 0.02% | 429 |
|
|
2021
Q3 | $875K | Buy |
14,803
+4,224
| +40% | +$250K | 0.02% | 417 |
|
|
2021
Q2 | $589K | Sell |
10,579
-2,409
| -19% | -$134K | 0.01% | 501 |
|
|
2021
Q1 | $758K | Buy |
12,988
+297
| +2% | +$17.3K | 0.01% | 412 |
|
|
2020
Q4 | $610K | Buy |
12,691
+3,078
| +32% | +$148K | 0.02% | 448 |
|
|
2020
Q3 | $370K | Buy |
9,613
+710
| +8% | +$27.3K | 0.02% | 513 |
|
|
2020
Q2 | $330K | Sell |
8,903
-377
| -4% | -$14K | 0.03% | 518 |
|
|
2020
Q1 | $320K | Buy |
9,280
+684
| +8% | +$23.6K | 0.03% | 442 |
|
|
2019
Q4 | $486K | Sell |
8,596
-2,540
| -23% | -$144K | 0.04% | 431 |
|
|
2019
Q3 | $594K | Buy |
+11,136
| New | +$594K | 0.04% | 448 |
|
|
2019
Q1 | $59K | Sell |
1,242
-30,322
| -96% | -$1.44M | 0.01% | 899 |
|
|
2018
Q4 | $1.36M | Sell |
31,564
-4,362
| -12% | -$187K | 0.08% | 270 |
|
|
2018
Q3 | $1.74M | Buy |
35,926
+2,065
| +6% | +$100K | 0.07% | 290 |
|
|
2018
Q2 | $1.71M | Buy |
33,861
+3,044
| +10% | +$154K | 0.07% | 280 |
|
|
2018
Q1 | $1.53M | Hold |
30,817
| – | – | 0.07% | 291 |
|
|
2017
Q4 | $1.53M | Sell |
30,817
-43,921
| -59% | -$2.18M | 0.07% | 291 |
|
|
2017
Q3 | $3.51M | Sell |
74,738
-4,192
| -5% | -$197K | 0.14% | 164 |
|
|
2017
Q2 | $3.58M | Buy |
78,930
+340
| +0.4% | +$15.4K | 0.15% | 148 |
|
|
2017
Q1 | $3.51M | Buy |
78,590
+1,207
| +2% | +$54K | 0.15% | 150 |
|
|
2016
Q4 | $3.64M | Buy |
77,383
+27,703
| +56% | +$1.3M | 0.18% | 130 |
|
|
2016
Q3 | $1.87M | Sell |
49,680
-5,570
| -10% | -$210K | 0.1% | 230 |
|
|
2016
Q2 | $1.97M | Buy |
55,250
+54,008
| +4,348% | +$1.92M | 0.11% | 211 |
|
|
2016
Q1 | $59K | Sell |
1,242
-54,312
| -98% | -$2.58M | 0.01% | 899 |
|
|
2015
Q4 | $2.1M | Buy |
+55,554
| New | +$2.1M | 0.14% | 158 |
|