Lido Advisors’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 | $294K | Sell |
6,830
-95,659
| -93% | -$4.11M | ﹤0.01% | 1216 |
|
|
2025
Q1 | $4.22M | Buy |
102,489
+44,658
| +77% | +$1.84M | 0.02% | 364 |
|
|
2024
Q4 | $2.51M | Buy |
57,831
+14,256
| +33% | +$618K | 0.01% | 441 |
|
|
2024
Q3 | $1.86M | Buy |
43,575
+6,829
| +19% | +$292K | 0.01% | 450 |
|
|
2024
Q2 | $1.43M | Buy |
36,746
+10,890
| +42% | +$423K | 0.01% | 500 |
|
|
2024
Q1 | $1.01M | Buy |
25,856
+8,256
| +47% | +$322K | 0.01% | 594 |
|
|
2023
Q4 | $650K | Buy |
17,600
+918
| +6% | +$33.9K | ﹤0.01% | 696 |
|
|
2023
Q3 | $477K | Sell |
16,682
-1,476
| -8% | -$42.2K | ﹤0.01% | 682 |
|
|
2023
Q2 | $551K | Sell |
18,158
-2,548
| -12% | -$77.3K | ﹤0.01% | 633 |
|
|
2023
Q1 | $706K | Buy |
20,706
+2,634
| +15% | +$89.8K | 0.01% | 513 |
|
|
2022
Q4 | $778K | Buy |
18,072
+56
| +0.3% | +$2.41K | 0.01% | 420 |
|
|
2022
Q3 | $784K | Sell |
18,016
-20
| -0.1% | -$870 | 0.01% | 382 |
|
|
2022
Q2 | $855K | Buy |
18,036
+516
| +3% | +$24.5K | 0.01% | 345 |
|
|
2022
Q1 | $993K | Sell |
17,520
-143
| -0.8% | -$8.11K | 0.01% | 354 |
|
|
2021
Q4 | $1.03M | Buy |
17,663
+413
| +2% | +$24.2K | 0.01% | 372 |
|
|
2021
Q3 | $1.01M | Buy |
17,250
+3,671
| +27% | +$215K | 0.01% | 364 |
|
|
2021
Q2 | $754K | Sell |
13,579
-6,699
| -33% | -$372K | 0.01% | 389 |
|
|
2021
Q1 | $1.18M | Buy |
20,278
+1,333
| +7% | +$77.8K | 0.02% | 273 |
|
|
2020
Q4 | $908K | Buy |
18,945
+4,735
| +33% | +$227K | 0.02% | 302 |
|
|
2020
Q3 | $541K | Buy |
14,210
+4,421
| +45% | +$168K | 0.01% | 319 |
|
|
2020
Q2 | $368K | Sell |
9,789
-1,748
| -15% | -$65.7K | 0.01% | 353 |
|
|
2020
Q1 | $356K | Sell |
11,537
-10,988
| -49% | -$339K | 0.02% | 347 |
|
|
2019
Q4 | $1.27M | Buy |
22,525
+17,920
| +389% | +$1.01M | 0.05% | 201 |
|
|
2019
Q3 | $246K | Sell |
4,605
-63
| -1% | -$3.37K | 0.01% | 441 |
|
|
2019
Q2 | $229K | Sell |
4,668
-685
| -13% | -$33.6K | 0.01% | 442 |
|
|
2019
Q1 | $249K | Buy |
5,353
+75
| +1% | +$3.49K | 0.02% | 399 |
|
|
2018
Q4 | $228K | Sell |
5,278
-192
| -4% | -$8.29K | 0.02% | 348 |
|
|
2018
Q3 | $265K | Buy |
5,470
+773
| +16% | +$37.4K | 0.03% | 344 |
|
|
2018
Q2 | $236K | Buy |
4,697
+517
| +12% | +$26K | 0.03% | 342 |
|
|
2018
Q1 | $217K | Sell |
4,180
-1,154
| -22% | -$59.9K | 0.03% | 329 |
|
|
2017
Q4 | $265K | Buy |
5,334
+15
| +0.3% | +$745 | 0.04% | 236 |
|
|
2017
Q3 | $261K | Buy |
+5,319
| New | +$261K | 0.04% | 223 |
|