Investment Research & Advisory Group’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 | $70.6K | Buy |
1,643
+216
| +15% | +$9.29K | 0.03% | 99 |
|
|
2025
Q1 | $58.7K | Buy |
1,427
+116
| +9% | +$4.77K | 0.02% | 105 |
|
|
2024
Q4 | $56.9K | Buy |
1,311
+13
| +1% | +$564 | 0.02% | 101 |
|
|
2024
Q3 | $55.5K | Buy |
1,298
+15
| +1% | +$641 | 0.02% | 97 |
|
|
2024
Q2 | $49.9K | Sell |
1,283
-10,603
| -89% | -$412K | 0.02% | 96 |
|
|
2024
Q1 | $463K | Sell |
11,886
-2,734
| -19% | -$107K | 0.21% | 56 |
|
|
2023
Q4 | $540K | Sell |
14,620
-453
| -3% | -$16.7K | 0.28% | 51 |
|
|
2023
Q3 | $431K | Sell |
15,073
-148
| -1% | -$4.23K | 0.24% | 54 |
|
|
2023
Q2 | $462K | Sell |
15,221
-147
| -1% | -$4.46K | 0.27% | 51 |
|
|
2023
Q1 | $524K | Buy |
15,368
+10,633
| +225% | +$363K | 0.34% | 47 |
|
|
2022
Q4 | $204K | Sell |
4,735
-5,785
| -55% | -$249K | 0.13% | 60 |
|
|
2022
Q3 | $458K | Buy |
10,520
+11
| +0.1% | +$479 | 0.34% | 47 |
|
|
2022
Q2 | $498K | Buy |
10,509
+5,798
| +123% | +$275K | 0.36% | 45 |
|
|
2022
Q1 | $267K | Hold |
4,711
| – | – | 0.17% | 58 |
|
|
2021
Q4 | $276K | Buy |
4,711
+1,094
| +30% | +$64.1K | 0.17% | 58 |
|
|
2021
Q3 | $214K | Sell |
3,617
-140
| -4% | -$8.28K | 0.14% | 59 |
|
|
2021
Q2 | $209K | Sell |
3,757
-438
| -10% | -$24.4K | 0.14% | 62 |
|
|
2021
Q1 | $245K | Hold |
4,195
| – | – | 0.18% | 53 |
|
|
2020
Q4 | $201K | Sell |
4,195
-9,406
| -69% | -$451K | 0.15% | 57 |
|
|
2020
Q3 | $518K | Hold |
13,601
| – | – | 0.43% | 39 |
|
|
2020
Q2 | $509K | Buy |
13,601
+9,406
| +224% | +$352K | 0.46% | 40 |
|
|
2020
Q1 | $129K | Hold |
4,195
| – | – | 0.12% | 55 |
|
|
2019
Q4 | $236K | Buy |
+4,195
| New | +$236K | 0.22% | 44 |
|