Jefferies Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $238K | Buy |
+5,470
| New | +$263K | ﹤0.01% | 1313 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$23.4K | – | 1929 |
|
|
2021
Q4 | $23.4K | Buy |
400
+200
| +100% | +$12.2K | ﹤0.01% | 1549 |
|
|
2021
Q3 | $11.7K | Buy |
200
+37
| +23% | +$2.07K | ﹤0.01% | 1658 |
|
|
2021
Q2 | $9.05K | Sell |
163
-7,639
| -98% | -$449K | ﹤0.01% | 1597 |
|
|
2021
Q1 | $455K | Sell |
7,802
-510
| -6% | -$28K | ﹤0.01% | 1151 |
|
|
2020
Q4 | $398K | Buy |
+8,312
| New | +$376K | ﹤0.01% | 1211 |
|
|
2020
Q2 | – | Sell |
-16,251
| Closed | -$501K | – | 2004 |
|
|
2020
Q1 | $501K | Sell |
16,251
-10,469
| -39% | -$495K | 0.01% | 1319 |
|
|
2019
Q4 | $1.5M | Buy |
+26,720
| New | +$1.45M | 0.01% | 1216 |
|
|
2019
Q3 | – | Sell |
-50,000
| Closed | -$2.48M | – | 3043 |
|
|
2019
Q2 | $2.46M | Buy |
50,000
+12,306
| +33% | +$603K | 0.02% | 812 |
|
|
2019
Q1 | $1.75M | Sell |
37,694
-69,561
| -65% | -$3.39M | 0.01% | 981 |
|
|
2018
Q4 | $4.65M | Sell |
107,255
-65,844
| -38% | -$3.16M | 0.04% | 450 |
|
|
2018
Q3 | $8.4M | Buy |
173,099
+153,255
| +772% | +$7.86M | 0.05% | 327 |
|
|
2018
Q2 | $1M | Sell |
19,844
-37,304
| -65% | -$1.98M | 0.01% | 1267 |
|
|
2018
Q1 | $2.97M | Sell |
57,148
-69,817
| -55% | -$3.76M | 0.02% | 688 |
|
|
2017
Q4 | $6.31M | Buy |
126,965
+78,665
| +163% | +$3.8M | 0.03% | 478 |
|
|
2017
Q3 | $2.27M | Sell |
48,300
-12,446
| -20% | -$572K | 0.02% | 886 |
|
|
2017
Q2 | $2.76M | Sell |
60,746
-139,207
| -70% | -$6.04M | 0.02% | 801 |
|
|
2017
Q1 | $8.94M | Buy |
199,953
+191,217
| +2,189% | +$8.93M | 0.07% | 295 |
|
|
2016
Q4 | $411K | Sell |
8,736
-49,019
| -85% | -$2.09M | ﹤0.01% | 1660 |
|
|
2016
Q3 | $2.18M | Buy |
57,755
+54,232
| +1,539% | +$2.02M | 0.01% | 887 |
|
|
2016
Q2 | $125K | Sell |
3,523
-52,921
| -94% | -$1.85M | ﹤0.01% | 1908 |
|
|
2016
Q1 | $1.88M | Buy |
+56,444
| New | +$1.88M | 0.01% | 868 |
|
|
2015
Q4 | – | Sell |
-32,974
| Closed | -$1.17M | – | 2571 |
|
|
2015
Q3 | $1.17M | Buy |
32,974
+23,285
| +240% | +$898K | 0.01% | 1138 |
|
|
2015
Q2 | $390K | Sell |
9,689
-12,997
| -57% | -$514K | ﹤0.01% | 1676 |
|
|
2015
Q1 | $884K | Buy |
22,686
+250
| +1% | +$9.42K | ﹤0.01% | 1115 |
|
|
2014
Q4 | $873K | Sell |
22,436
-10,763
| -32% | -$405K | 0.01% | 1040 |
|
|
2014
Q3 | $1.24M | Sell |
33,199
-2,277
| -6% | -$86K | 0.01% | 925 |
|
|
2014
Q2 | $1.4M | Sell |
35,476
-4,895
| -12% | -$188K | 0.01% | 769 |
|
|
2014
Q1 | $1.62M | Buy |
40,371
+23,558
| +140% | +$902K | 0.02% | 702 |
|
|
2013
Q4 | $627K | Buy |
16,813
+14,548
| +642% | +$503K | ﹤0.01% | 1044 |
|
|
2013
Q3 | $76K | Sell |
2,265
-5,091
| -69% | -$178K | ﹤0.01% | 1734 |
|
|
2013
Q2 | $249K | Buy |
+7,356
| New | +$235K | ﹤0.01% | 1402 |
|
Other funds holding TFC
Jefferies Group's TFC Position: Q3 2022 in Review
Jefferies Group opened a new position in Truist Financial (TFC) in Q3 2022: 5,470 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings. This is a return to the name: Jefferies Group previously reported a position in TFC as recently as Q4 2021.
Jefferies Group first reported a position in TFC in Q2 2013 and has held it in 32 quarters since. The position peaked at $8.94M in Q1 2017. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.
- Jefferies Group held 5,470 shares of Truist Financial worth $238K as of Q3 2022.
- Truist Financial was a new Jefferies Group position in Q3 2022.
- Truist Financial made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1313 holding.
- Jefferies Group first reported a position in Truist Financial in Q2 2013 and has held it in 32 quarters since.
- Jefferies Group's Truist Financial position peaked at $8.94M in Q1 2017.
- 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.
Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.