LMR Partners’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 | $3.05K | Sell |
71
-14,698
| -100% | -$632K | ﹤0.01% | 777 |
|
|
2025
Q1 | $608K | Buy |
14,769
+13,957
| +1,719% | +$574K | 0.01% | 485 |
|
|
2024
Q4 | $35.2K | Buy |
812
+792
| +3,960% | +$34.4K | ﹤0.01% | 645 |
|
|
2024
Q3 | $855 | Buy |
+20
| New | +$855 | ﹤0.01% | 589 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 964 |
|
|
2024
Q1 | – | Sell |
-1,675,385
| Closed | -$61.9M | – | 974 |
|
|
2023
Q4 | $61.9M | Buy |
1,675,385
+615,468
| +58% | +$22.7M | 0.71% | 6 |
|
|
2023
Q3 | $30.3M | Buy |
+1,059,917
| New | +$30.3M | 0.34% | 33 |
|
|
2021
Q2 | – | Sell |
-38,107
| Closed | -$2.22M | – | 1315 |
|
|
2021
Q1 | $2.22M | Buy |
38,107
+25,650
| +206% | +$1.5M | 0.06% | 309 |
|
|
2020
Q4 | $597K | Buy |
+12,457
| New | +$597K | 0.01% | 329 |
|
|
2019
Q3 | – | Sell |
-13,328
| Closed | -$655K | – | 510 |
|
|
2019
Q2 | $655K | Sell |
13,328
-17,027
| -56% | -$837K | 0.02% | 285 |
|
|
2019
Q1 | $1.41M | Buy |
+30,355
| New | +$1.41M | 0.07% | 142 |
|
|
2017
Q3 | – | Sell |
-76,217
| Closed | -$3.46M | – | 535 |
|
|
2017
Q2 | $3.46M | Buy |
+76,217
| New | +$3.46M | 0.22% | 88 |
|
|
2017
Q1 | – | Sell |
-22,025
| Closed | -$1.04M | – | 473 |
|
|
2016
Q4 | $1.04M | Buy |
22,025
+386
| +2% | +$18.2K | 0.16% | 148 |
|
|
2016
Q3 | $816K | Buy |
+21,639
| New | +$816K | 0.08% | 214 |
|
|
2016
Q2 | – | Sell |
-40,149
| Closed | -$1.34K | – | 584 |
|
|
2016
Q1 | $1.34K | Buy |
+40,149
| New | +$1.34K | 0.15% | 137 |
|
|
2015
Q4 | – | Sell |
-50,348
| Closed | -$1.79M | – | 344 |
|
|
2015
Q3 | $1.79M | Buy |
50,348
+39,272
| +355% | +$1.4M | 0.2% | 113 |
|
|
2015
Q2 | $447K | Buy |
+11,076
| New | +$447K | 0.05% | 316 |
|
|
2014
Q3 | – | Sell |
-22,820
| Closed | -$900K | – | 475 |
|
|
2014
Q2 | $900K | Buy |
+22,820
| New | +$900K | 0.07% | 249 |
|