Janney Montgomery Scott’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3M | Buy |
982,866
+16,384
| +2% | +$704K | 0.11% | 190 |
|
|
2025
Q1 | $39.8M | Sell |
966,482
-2,540
| -0.3% | -$105K | 0.11% | 181 |
|
|
2024
Q4 | $42M | Buy |
969,022
+3,378
| +0.3% | +$147K | 0.12% | 178 |
|
|
2024
Q3 | $41.3M | Sell |
965,644
-4,123
| -0.4% | -$176K | 0.12% | 182 |
|
|
2024
Q2 | $37.7M | Buy |
969,767
+14,255
| +1% | +$554K | 0.11% | 179 |
|
|
2024
Q1 | $37.2M | Buy |
955,512
+55,891
| +6% | +$2.18M | 0.11% | 185 |
|
|
2023
Q4 | $33.2M | Buy |
899,621
+101,301
| +13% | +$3.74M | 0.11% | 184 |
|
|
2023
Q3 | $22.8M | Sell |
798,320
-410,073
| -34% | -$11.7M | 0.09% | 225 |
|
|
2023
Q2 | $36.7M | Buy |
1,208,393
+144,223
| +14% | +$4.38M | 0.13% | 152 |
|
|
2023
Q1 | $36.3M | Buy |
1,064,170
+402,364
| +61% | +$13.7M | 0.15% | 135 |
|
|
2022
Q4 | $28.5M | Sell |
661,806
-11,913
| -2% | -$513K | 0.11% | 178 |
|
|
2022
Q3 | $29.3M | Buy |
673,719
+24,333
| +4% | +$1.06M | 0.13% | 154 |
|
|
2022
Q2 | $31.1M | Buy |
649,386
+20,886
| +3% | +$1,000K | 0.14% | 147 |
|
|
2022
Q1 | $35.6M | Buy |
628,500
+21,635
| +4% | +$1.23M | 0.15% | 140 |
|
|
2021
Q4 | $35.5M | Sell |
606,865
-2,889
| -0.5% | -$169K | 0.14% | 153 |
|
|
2021
Q3 | $35.8M | Buy |
609,754
+25,861
| +4% | +$1.52M | 0.15% | 140 |
|
|
2021
Q2 | $32.4M | Buy |
583,893
+19,908
| +4% | +$1.1M | 0.14% | 150 |
|
|
2021
Q1 | $32.9M | Buy |
563,985
+13,534
| +2% | +$789K | 0.16% | 143 |
|
|
2020
Q4 | $26.4M | Sell |
550,451
-20,112
| -4% | -$964K | 0.13% | 166 |
|
|
2020
Q3 | $21.7M | Sell |
570,563
-12,598
| -2% | -$479K | 0.12% | 170 |
|
|
2020
Q2 | $21.9M | Sell |
583,161
-35,378
| -6% | -$1.33M | 0.14% | 166 |
|
|
2020
Q1 | $19.1M | Sell |
618,539
-34,506
| -5% | -$1.06M | 0.15% | 163 |
|
|
2019
Q4 | $36.8M | Buy |
653,045
+413,384
| +172% | +$23.3M | 0.24% | 101 |
|
|
2019
Q3 | $12.8M | Sell |
239,661
-40,363
| -14% | -$2.15M | 0.09% | 233 |
|
|
2019
Q2 | $13.8M | Sell |
280,024
-1,681
| -0.6% | -$82.6K | 0.11% | 217 |
|
|
2019
Q1 | $13.1M | Sell |
281,705
-7,551
| -3% | -$351K | 0.11% | 214 |
|
|
2018
Q4 | $12.5M | Sell |
289,256
-21,509
| -7% | -$932K | 0.12% | 190 |
|
|
2018
Q3 | $15.1M | Sell |
310,765
-4,515
| -1% | -$219K | 0.13% | 177 |
|
|
2018
Q2 | $15.9M | Buy |
315,280
+3,189
| +1% | +$161K | 0.15% | 149 |
|
|
2018
Q1 | $16.2M | Buy |
312,091
+43,193
| +16% | +$2.25M | 0.16% | 136 |
|
|
2017
Q4 | $13.4M | Sell |
268,898
-26,446
| -9% | -$1.31M | 0.14% | 173 |
|
|
2017
Q3 | $13.9M | Buy |
295,344
+279
| +0.1% | +$13.1K | 0.16% | 151 |
|
|
2017
Q2 | $13.4M | Buy |
295,065
+11,210
| +4% | +$509K | 0.17% | 142 |
|
|
2017
Q1 | $12.7M | Sell |
283,855
-18,762
| -6% | -$839K | 0.17% | 141 |
|
|
2016
Q4 | $14.2M | Buy |
302,617
+40,167
| +15% | +$1.89M | 0.21% | 104 |
|
|
2016
Q3 | $9.9M | Buy |
+262,450
| New | +$9.9M | 0.17% | 135 |
|
|
2016
Q2 | – | Sell |
-166,240
| Closed | -$5.53M | – | 1123 |
|
|
2016
Q1 | $5.53M | Buy |
166,240
+17,784
| +12% | +$592K | 0.14% | 161 |
|
|
2015
Q4 | $5.61M | Buy |
148,456
+7,443
| +5% | +$281K | 0.15% | 167 |
|
|
2015
Q3 | $5.02M | Buy |
141,013
+6,034
| +4% | +$215K | 0.14% | 172 |
|
|
2015
Q2 | $5.44M | Buy |
134,979
+3,901
| +3% | +$157K | 0.11% | 225 |
|
|
2015
Q1 | $5.11M | Buy |
131,078
+3,520
| +3% | +$137K | 0.1% | 262 |
|
|
2014
Q4 | $4.96M | Buy |
127,558
+32,013
| +34% | +$1.24M | 0.1% | 248 |
|
|
2014
Q3 | $3.56M | Buy |
95,545
+41,784
| +78% | +$1.55M | 0.07% | 333 |
|
|
2014
Q2 | $2.12M | Sell |
53,761
-61,841
| -53% | -$2.44M | 0.05% | 484 |
|
|
2014
Q1 | $4.64M | Buy |
115,602
+2,009
| +2% | +$80.7K | 0.11% | 222 |
|
|
2013
Q4 | $4.24M | Buy |
113,593
+3,428
| +3% | +$128K | 0.11% | 210 |
|
|
2013
Q3 | $3.72M | Buy |
110,165
+82,331
| +296% | +$2.78M | 0.11% | 212 |
|
|
2013
Q2 | $943K | Buy |
+27,834
| New | +$943K | 0.1% | 249 |
|