Loomis, Sayles & Company’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 | $26.3K | Sell |
612
-14,361
| -96% | -$617K | ﹤0.01% | 681 |
|
2025
Q1 | $616K | Hold |
14,973
| – | – | ﹤0.01% | 493 |
|
2024
Q4 | $650K | Sell |
14,973
-1,974
| -12% | -$85.7K | ﹤0.01% | 488 |
|
2024
Q3 | $725K | Buy |
16,947
+15,136
| +836% | +$648K | ﹤0.01% | 468 |
|
2024
Q2 | $70K | Sell |
1,811
-33
| -2% | -$1.28K | ﹤0.01% | 590 |
|
2024
Q1 | $72K | Sell |
1,844
-65
| -3% | -$2.54K | ﹤0.01% | 575 |
|
2023
Q4 | $70K | Sell |
1,909
-12
| -0.6% | -$440 | ﹤0.01% | 570 |
|
2023
Q3 | $55K | Sell |
1,921
-471
| -20% | -$13.5K | ﹤0.01% | 591 |
|
2023
Q2 | $73K | Sell |
2,392
-203
| -8% | -$6.2K | ﹤0.01% | 564 |
|
2023
Q1 | $88K | Buy |
2,595
+76
| +3% | +$2.58K | ﹤0.01% | 551 |
|
2022
Q4 | $108K | Buy |
2,519
+458
| +22% | +$19.6K | ﹤0.01% | 538 |
|
2022
Q3 | $90K | Buy |
+2,061
| New | +$90K | ﹤0.01% | 525 |
|
2022
Q2 | – | Sell |
-30
| Closed | -$2K | – | 1049 |
|
2022
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 970 |
|
2021
Q4 | – | Sell |
-29,342
| Closed | -$1.72M | – | 897 |
|
2021
Q3 | $1.72M | Sell |
29,342
-1,566
| -5% | -$91.9K | ﹤0.01% | 468 |
|
2021
Q2 | $1.72M | Buy |
30,908
+5,389
| +21% | +$299K | ﹤0.01% | 476 |
|
2021
Q1 | $1.49M | Buy |
+25,519
| New | +$1.49M | ﹤0.01% | 470 |
|
2020
Q4 | – | Sell |
-17,481
| Closed | -$665K | – | 827 |
|
2020
Q3 | $665K | Buy |
17,481
+1,976
| +13% | +$75.2K | ﹤0.01% | 481 |
|
2020
Q2 | $583K | Buy |
15,505
+14,995
| +2,940% | +$564K | ﹤0.01% | 480 |
|
2020
Q1 | $16K | Sell |
510
-798
| -61% | -$25K | ﹤0.01% | 595 |
|
2019
Q4 | $74K | Buy |
1,308
+115
| +10% | +$6.51K | ﹤0.01% | 643 |
|
2019
Q3 | $64K | Buy |
+1,193
| New | +$64K | ﹤0.01% | 596 |
|
2019
Q1 | – | Sell |
-1,852
| Closed | -$80K | – | 866 |
|
2018
Q4 | $80K | Sell |
1,852
-49,721
| -96% | -$2.15M | ﹤0.01% | 607 |
|
2018
Q3 | $2.5M | Sell |
51,573
-12,273
| -19% | -$596K | ﹤0.01% | 526 |
|
2018
Q2 | $3.22M | Sell |
63,846
-20,794
| -25% | -$1.05M | 0.01% | 535 |
|
2018
Q1 | $4.41M | Sell |
84,640
-28,219
| -25% | -$1.47M | 0.01% | 541 |
|
2017
Q4 | $5.61M | Buy |
112,859
+31,860
| +39% | +$1.58M | 0.01% | 511 |
|
2017
Q3 | $3.8M | Sell |
80,999
-3,477
| -4% | -$163K | 0.01% | 530 |
|
2017
Q2 | $3.84M | Sell |
84,476
-255,976
| -75% | -$11.6M | 0.01% | 523 |
|
2017
Q1 | $15.2M | Sell |
340,452
-38,424
| -10% | -$1.72M | 0.04% | 327 |
|
2016
Q4 | $17.8M | Sell |
378,876
-79,844
| -17% | -$3.75M | 0.04% | 296 |
|
2016
Q3 | $17.3M | Sell |
458,720
-44,346
| -9% | -$1.67M | 0.04% | 306 |
|
2016
Q2 | $17.9M | Sell |
503,066
-50,217
| -9% | -$1.79M | 0.05% | 299 |
|
2016
Q1 | $18.4M | Sell |
553,283
-40,113
| -7% | -$1.33M | 0.05% | 295 |
|
2015
Q4 | $22.4M | Buy |
593,396
+66,885
| +13% | +$2.53M | 0.06% | 242 |
|
2015
Q3 | $18.7M | Buy |
+526,511
| New | +$18.7M | 0.06% | 305 |
|