Integrated Wealth Concepts’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 | $1.97M | Buy |
45,916
+16,951
| +59% | +$729K | 0.02% | 619 |
|
|
2025
Q1 | $1.19M | Buy |
28,965
+999
| +4% | +$41.1K | 0.01% | 758 |
|
|
2024
Q4 | $1.21M | Sell |
27,966
-6,524
| -19% | -$283K | 0.01% | 738 |
|
|
2024
Q3 | $1.48M | Buy |
34,490
+10,402
| +43% | +$445K | 0.02% | 652 |
|
|
2024
Q2 | $936K | Sell |
24,088
-1,410
| -6% | -$54.8K | 0.01% | 791 |
|
|
2024
Q1 | $994K | Sell |
25,498
-308
| -1% | -$12K | 0.01% | 750 |
|
|
2023
Q4 | $953K | Sell |
25,806
-50,161
| -66% | -$1.85M | 0.02% | 740 |
|
|
2023
Q3 | $2.17M | Buy |
75,967
+816
| +1% | +$23.3K | 0.04% | 428 |
|
|
2023
Q2 | $2.28M | Buy |
75,151
+12,586
| +20% | +$382K | 0.04% | 413 |
|
|
2023
Q1 | $2.13M | Buy |
62,565
+49,299
| +372% | +$1.68M | 0.04% | 384 |
|
|
2022
Q4 | $571K | Buy |
13,266
+558
| +4% | +$24K | 0.02% | 622 |
|
|
2022
Q3 | $553K | Sell |
12,708
-476
| -4% | -$20.7K | 0.02% | 558 |
|
|
2022
Q2 | $625K | Buy |
13,184
+1,353
| +11% | +$64.1K | 0.02% | 542 |
|
|
2022
Q1 | $671K | Buy |
11,831
+86
| +0.7% | +$4.88K | 0.02% | 501 |
|
|
2021
Q4 | $688K | Sell |
11,745
-221
| -2% | -$12.9K | 0.02% | 531 |
|
|
2021
Q3 | $702K | Buy |
11,966
+1,115
| +10% | +$65.4K | 0.02% | 493 |
|
|
2021
Q2 | $602K | Buy |
10,851
+489
| +5% | +$27.1K | 0.02% | 490 |
|
|
2021
Q1 | $604K | Buy |
10,362
+749
| +8% | +$43.7K | 0.02% | 428 |
|
|
2020
Q4 | $461K | Sell |
9,613
-389
| -4% | -$18.7K | 0.02% | 433 |
|
|
2020
Q3 | $381K | Sell |
10,002
-1,588
| -14% | -$60.5K | 0.02% | 403 |
|
|
2020
Q2 | $435K | Sell |
11,590
-3,092
| -21% | -$116K | 0.03% | 322 |
|
|
2020
Q1 | $453K | Buy |
14,682
+1,640
| +13% | +$50.6K | 0.04% | 238 |
|
|
2019
Q4 | $735K | Buy |
+13,042
| New | +$735K | 0.06% | 202 |
|