Laurel Wealth Advisors (North Carolina)’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 | $54.3M | Buy |
2,335,991
+2,280,653
| +4,121% | +$53.1M | 0.78% | 35 |
|
|
2025
Q1 | $2.28M | Sell |
55,338
-500
| -0.9% | -$20.6K | 0.36% | 71 |
|
|
2024
Q4 | $2.42M | Buy |
55,838
+965
| +2% | +$41.9K | 0.38% | 66 |
|
|
2024
Q3 | $2.35M | Buy |
54,873
+3,490
| +7% | +$149K | 0.37% | 67 |
|
|
2024
Q2 | $2M | Sell |
51,383
-1,034
| -2% | -$40.2K | 0.35% | 71 |
|
|
2024
Q1 | $2.04M | Buy |
52,417
+9
| +0% | +$351 | 0.35% | 71 |
|
|
2023
Q4 | $1.93M | Sell |
52,408
-1,648
| -3% | -$60.8K | 0.37% | 70 |
|
|
2023
Q3 | $1.55M | Sell |
54,056
-1,750
| -3% | -$50.1K | 0.33% | 74 |
|
|
2023
Q2 | $1.69M | Sell |
55,806
-151
| -0.3% | -$4.58K | 0.34% | 72 |
|
|
2023
Q1 | $1.91M | Hold |
55,957
| – | – | 0.4% | 68 |
|
|
2022
Q4 | $2.41M | Sell |
55,957
-400
| -0.7% | -$17.2K | 0.54% | 55 |
|
|
2022
Q3 | $2.45M | Buy |
56,357
+14
| +0% | +$610 | 0.61% | 47 |
|
|
2022
Q2 | $2.67M | Sell |
56,343
-1,180
| -2% | -$56K | 0.65% | 48 |
|
|
2022
Q1 | $3.26M | Hold |
57,523
| – | – | 0.69% | 42 |
|
|
2021
Q4 | $3.37M | Sell |
57,523
-100
| -0.2% | -$5.86K | 0.69% | 43 |
|
|
2021
Q3 | $3.38M | Sell |
57,623
-67
| -0.1% | -$3.93K | 0.75% | 42 |
|
|
2021
Q2 | $3.2M | Buy |
57,690
+130
| +0.2% | +$7.22K | 0.69% | 45 |
|
|
2021
Q1 | $3.36M | Sell |
57,560
-2,700
| -4% | -$157K | 0.81% | 35 |
|
|
2020
Q4 | $2.89M | Sell |
60,260
-100
| -0.2% | -$4.79K | 0.75% | 43 |
|
|
2020
Q3 | $2.3M | Sell |
60,360
-340
| -0.6% | -$12.9K | 0.69% | 46 |
|
|
2020
Q2 | $2.28M | Sell |
60,700
-150
| -0.2% | -$5.63K | 0.75% | 44 |
|
|
2020
Q1 | $1.88M | Sell |
60,850
-257
| -0.4% | -$7.93K | 0.71% | 49 |
|
|
2019
Q4 | $3.44M | Buy |
61,107
+33,244
| +119% | +$1.87M | 1.08% | 23 |
|
|
2019
Q3 | $1.49M | Hold |
27,863
| – | – | 0.51% | 58 |
|
|
2019
Q2 | $1.37M | Hold |
27,863
| – | – | 0.48% | 60 |
|
|
2019
Q1 | $1.3M | Buy |
27,863
+597
| +2% | +$27.8K | 0.48% | 61 |
|
|
2018
Q4 | $1.18M | Buy |
+27,266
| New | +$1.18M | 0.47% | 59 |
|