Johnson Financial Group Inc (Wisconsin)’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 | $160K | Buy |
3,711
+2,112
| +132% | +$90.8K | 0.01% | 331 |
|
|
2025
Q1 | $65.8K | Buy |
1,599
+1,181
| +283% | +$48.6K | ﹤0.01% | 565 |
|
|
2024
Q4 | $19.9K | Buy |
418
+106
| +34% | +$5.05K | ﹤0.01% | 592 |
|
|
2024
Q3 | $13.3K | Sell |
312
-500
| -62% | -$21.4K | ﹤0.01% | 643 |
|
|
2024
Q2 | $31.5K | Hold |
812
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $31.7K | Sell |
812
-2,039
| -72% | -$79.5K | ﹤0.01% | 469 |
|
|
2023
Q4 | $105K | Sell |
2,851
-179
| -6% | -$6.61K | 0.01% | 372 |
|
|
2023
Q3 | $86.7K | Buy |
3,030
+677
| +29% | +$19.4K | 0.01% | 326 |
|
|
2023
Q2 | $71.4K | Sell |
2,353
-4,155
| -64% | -$126K | ﹤0.01% | 367 |
|
|
2023
Q1 | $222K | Buy |
6,508
+2,646
| +69% | +$90.2K | 0.02% | 261 |
|
|
2022
Q4 | $166K | Hold |
3,862
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $168K | Buy |
3,862
+12
| +0.3% | +$522 | 0.02% | 259 |
|
|
2022
Q2 | $183K | Sell |
3,850
-601
| -14% | -$28.6K | 0.01% | 255 |
|
|
2022
Q1 | $252K | Buy |
4,451
+150
| +3% | +$8.49K | 0.02% | 245 |
|
|
2021
Q4 | $252K | Sell |
4,301
-3,112
| -42% | -$182K | 0.02% | 256 |
|
|
2021
Q3 | $435K | Hold |
7,413
| – | – | 0.03% | 194 |
|
|
2021
Q2 | $411K | Hold |
7,413
| – | – | 0.03% | 200 |
|
|
2021
Q1 | $432K | Hold |
7,413
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $355K | Buy |
+7,413
| New | +$355K | 0.03% | 178 |
|
|
2019
Q4 | – | Sell |
-1,543
| Closed | -$82K | – | 580 |
|
|
2019
Q3 | $82K | Buy |
1,543
+68
| +5% | +$3.61K | 0.01% | 298 |
|
|
2019
Q2 | $72K | Hold |
1,475
| – | – | 0.01% | 300 |
|
|
2019
Q1 | $69K | Hold |
1,475
| – | – | 0.01% | 296 |
|
|
2018
Q4 | $64K | Sell |
1,475
-964
| -40% | -$41.8K | 0.01% | 302 |
|
|
2018
Q3 | $118K | Buy |
2,439
+261
| +12% | +$12.6K | 0.01% | 250 |
|
|
2018
Q2 | $110K | Sell |
2,178
-14
| -0.6% | -$707 | 0.01% | 257 |
|
|
2018
Q1 | $114K | Buy |
2,192
+14
| +0.6% | +$728 | 0.01% | 259 |
|
|
2017
Q4 | $108K | Sell |
2,178
-549
| -20% | -$27.2K | 0.01% | 278 |
|
|
2017
Q3 | $128K | Sell |
2,727
-3,006
| -52% | -$141K | 0.02% | 259 |
|
|
2017
Q2 | $260K | Sell |
5,733
-16,839
| -75% | -$764K | 0.04% | 213 |
|
|
2017
Q1 | $1.01M | Buy |
22,572
+17,214
| +321% | +$769K | 0.13% | 154 |
|
|
2016
Q4 | $252K | Buy |
5,358
+1,495
| +39% | +$70.3K | 0.03% | 245 |
|
|
2016
Q3 | $146K | Sell |
3,863
-270
| -7% | -$10.2K | 0.02% | 297 |
|
|
2016
Q2 | $147K | Buy |
4,133
+3,475
| +528% | +$124K | 0.02% | 314 |
|
|
2016
Q1 | $22K | Buy |
658
+625
| +1,894% | +$20.9K | ﹤0.01% | 492 |
|
|
2015
Q4 | $1K | Sell |
33
-2,350
| -99% | -$71.2K | ﹤0.01% | 770 |
|
|
2015
Q3 | $85K | Hold |
2,383
| – | – | 0.02% | 366 |
|
|
2015
Q2 | $96K | Sell |
2,383
-2,403
| -50% | -$96.8K | 0.02% | 377 |
|
|
2015
Q1 | $186K | Buy |
4,786
+1,528
| +47% | +$59.4K | 0.04% | 275 |
|
|
2014
Q4 | $126K | Sell |
3,258
-700
| -18% | -$27.1K | 0.03% | 321 |
|
|
2014
Q3 | $147K | Buy |
3,958
+358
| +10% | +$13.3K | 0.04% | 268 |
|
|
2014
Q2 | $142K | Buy |
3,600
+1,400
| +64% | +$55.2K | 0.04% | 284 |
|
|
2014
Q1 | $88K | Buy |
2,200
+900
| +69% | +$36K | 0.03% | 293 |
|
|
2013
Q4 | $48K | Sell |
1,300
-2,500
| -66% | -$92.3K | 0.01% | 377 |
|
|
2013
Q3 | $129K | Buy |
3,800
+700
| +23% | +$23.8K | 0.04% | 261 |
|
|
2013
Q2 | $105K | Buy |
+3,100
| New | +$105K | 0.03% | 314 |
|