Johnson Investment Counsel’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $733K | Buy |
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|
2024
Q4 | $576K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $441K | Buy |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $769K | Buy |
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|
2019
Q3 | $476K | Sell |
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|
2019
Q2 | $1.03M | Sell |
|
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $1.12M | Buy |
|
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|
2018
Q1 | $615K | Sell |
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|
2017
Q4 | $608K | Sell |
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|
2017
Q3 | $617K | Sell |
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|
2017
Q2 | $597K | Sell |
|
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|
2017
Q1 | $595K | Sell |
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|
2016
Q4 | $630K | Sell |
|
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|
2016
Q3 | $514K | Buy |
|
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|
2016
Q2 | $371K | Sell |
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|
2016
Q1 | $353K | Buy |
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|
2015
Q4 | $396K | Buy |
|
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $211K | Sell |
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|
2014
Q3 | $358K | Buy |
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|
2014
Q2 | $372K | Sell |
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|
2014
Q1 | $512K | Buy |
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|
2013
Q4 | $462K | Buy |
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|
2013
Q3 | $407K | Buy |
|