Jones Financial Companies’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8M | Buy |
1,450,599
+312,802
| +27% | +$13.3M | 0.05% | 114 |
|
|
2025
Q1 | $46M | Buy |
1,137,797
+298,907
| +36% | +$12.1M | 0.04% | 116 |
|
|
2024
Q4 | $36.4M | Buy |
838,890
+231,288
| +38% | +$10M | 0.03% | 112 |
|
|
2024
Q3 | $25.8M | Buy |
607,602
+329,801
| +119% | +$14M | 0.03% | 115 |
|
|
2024
Q2 | $10.8M | Buy |
277,801
+192,672
| +226% | +$7.49M | 0.01% | 144 |
|
|
2024
Q1 | $3.32M | Buy |
85,129
+21,296
| +33% | +$830K | ﹤0.01% | 165 |
|
|
2023
Q4 | $2.36M | Buy |
63,833
+729
| +1% | +$26.9K | ﹤0.01% | 163 |
|
|
2023
Q3 | $1.81M | Sell |
63,104
-62,638
| -50% | -$1.79M | ﹤0.01% | 160 |
|
|
2023
Q2 | $3.82M | Sell |
125,742
-18,202
| -13% | -$552K | 0.01% | 134 |
|
|
2023
Q1 | $4.91M | Sell |
143,944
-7,232
| -5% | -$247K | 0.01% | 125 |
|
|
2022
Q4 | $6.51M | Buy |
151,176
+12,021
| +9% | +$517K | 0.01% | 120 |
|
|
2022
Q3 | $6.06M | Buy |
139,155
+10,338
| +8% | +$450K | 0.01% | 112 |
|
|
2022
Q2 | $6.11M | Buy |
128,817
+23,577
| +22% | +$1.12M | 0.01% | 109 |
|
|
2022
Q1 | $5.97M | Buy |
105,240
+9,950
| +10% | +$564K | 0.01% | 111 |
|
|
2021
Q4 | $5.58M | Buy |
95,290
+6,534
| +7% | +$383K | 0.01% | 113 |
|
|
2021
Q3 | $5.21M | Buy |
88,756
+5,223
| +6% | +$306K | 0.01% | 113 |
|
|
2021
Q2 | $4.64M | Buy |
83,533
+5,071
| +6% | +$281K | 0.01% | 118 |
|
|
2021
Q1 | $4.58M | Sell |
78,462
-896
| -1% | -$52.3K | 0.01% | 119 |
|
|
2020
Q4 | $3.8M | Sell |
79,358
-10,714
| -12% | -$514K | 0.01% | 120 |
|
|
2020
Q3 | $3.43M | Sell |
90,072
-49,677
| -36% | -$1.89M | 0.01% | 119 |
|
|
2020
Q2 | $5.25M | Buy |
139,749
+42,087
| +43% | +$1.58M | 0.01% | 110 |
|
|
2020
Q1 | $3.01M | Buy |
97,662
+93,829
| +2,448% | +$2.89M | 0.01% | 120 |
|
|
2019
Q4 | $215K | Buy |
+3,833
| New | +$215K | ﹤0.01% | 201 |
|
|
2016
Q1 | – | Sell |
-6,766
| Closed | -$256K | – | 227 |
|
|
2015
Q4 | $256K | Buy |
+6,766
| New | +$256K | ﹤0.01% | 218 |
|
|
2013
Q4 | – | Sell |
-5,974
| Closed | -$202K | – | 508 |
|
|
2013
Q3 | $202K | Sell |
5,974
-28
| -0.5% | -$947 | ﹤0.01% | 203 |
|
|
2013
Q2 | $203K | Buy |
+6,002
| New | +$203K | ﹤0.01% | 208 |
|