Lowe Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.2K | Hold |
377
| – | – | 0.01% | 222 |
|
|
2025
Q2 | $16.2K | Hold |
377
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $15.5K | Hold |
377
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $16.4K | Buy |
377
+347
| +1,157% | +$15.5K | 0.01% | 201 |
|
|
2024
Q3 | $1.28K | Hold |
30
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $1.17K | Hold |
30
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $1.17K | Hold |
30
| – | – | ﹤0.01% | 277 |
|
|
2023
Q4 | $1.11K | Hold |
30
| – | – | ﹤0.01% | 284 |
|
|
2023
Q3 | $858 | Hold |
30
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $911 | Hold |
30
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $1.02K | Hold |
30
| – | – | ﹤0.01% | 312 |
|
|
2022
Q4 | $1.29K | Hold |
30
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 294 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 278 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 262 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 255 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 254 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 261 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 258 |
|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 257 |
|
|
2020
Q1 | $1K | Sell |
30
-100
| -77% | -$4.73K | ﹤0.01% | 288 |
|
|
2019
Q4 | $7K | Hold |
130
| – | – | ﹤0.01% | 190 |
|
|
2019
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 181 |
|
|
2019
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 199 |
|
|
2019
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 177 |
|
|
2018
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 166 |
|
|
2018
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 176 |
|
|
2018
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 161 |
|
|
2018
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 170 |
|
|
2017
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 183 |
|
|
2017
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 178 |
|
|
2017
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 153 |
|
|
2017
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 149 |
|
|
2016
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 154 |
|
|
2016
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 159 |
|
|
2016
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 153 |
|
|
2016
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 161 |
|
|
2015
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 158 |
|
|
2015
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 158 |
|
|
2015
Q2 | $5K | Sell |
130
-219
| -63% | -$8.66K | ﹤0.01% | 159 |
|
|
2015
Q1 | $14K | Buy |
349
+249
| +249% | +$9.38K | 0.01% | 122 |
|
|
2014
Q4 | $4K | Buy |
+100
| New | +$3.76K | ﹤0.01% | 155 |
|
Other funds holding TFC
Lowe Wealth Advisors's TFC Position: Q3 2025 in Review
Lowe Wealth Advisors held its Truist Financial (TFC) position steady in Q3 2025 at 377 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #222.
Lowe Wealth Advisors first reported a position in TFC in Q4 2014 and has held it in 44 quarters since. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.
- Lowe Wealth Advisors held 377 shares of Truist Financial worth $17.2K as of Q3 2025.
- Lowe Wealth Advisors left its Truist Financial share count unchanged in Q3 2025.
- Truist Financial made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #222 holding.
- Lowe Wealth Advisors first reported a position in Truist Financial in Q4 2014 and has held it in 44 quarters since.
- 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.