LPL Financial’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 | $189M | Buy |
4,387,338
+277,907
| +7% | +$11.9M | 0.06% | 290 |
|
|
2025
Q1 | $169M | Buy |
4,109,431
+233,318
| +6% | +$9.6M | 0.07% | 275 |
|
|
2024
Q4 | $168M | Buy |
3,876,113
+245,352
| +7% | +$10.6M | 0.07% | 258 |
|
|
2024
Q3 | $155M | Buy |
3,630,761
+624,528
| +21% | +$26.7M | 0.07% | 251 |
|
|
2024
Q2 | $117M | Sell |
3,006,233
-161,473
| -5% | -$6.27M | 0.06% | 294 |
|
|
2024
Q1 | $123M | Buy |
3,167,706
+202,443
| +7% | +$7.89M | 0.07% | 261 |
|
|
2023
Q4 | $109M | Buy |
2,965,263
+364,144
| +14% | +$13.4M | 0.07% | 260 |
|
|
2023
Q3 | $74.4M | Buy |
2,601,119
+244,004
| +10% | +$6.98M | 0.05% | 318 |
|
|
2023
Q2 | $71.5M | Buy |
2,357,115
+414,813
| +21% | +$12.6M | 0.05% | 325 |
|
|
2023
Q1 | $66.2M | Buy |
1,942,302
+417,178
| +27% | +$14.2M | 0.05% | 336 |
|
|
2022
Q4 | $65.6M | Buy |
1,525,124
+158,117
| +12% | +$6.8M | 0.06% | 318 |
|
|
2022
Q3 | $59.5M | Buy |
1,367,007
+175,925
| +15% | +$7.66M | 0.06% | 304 |
|
|
2022
Q2 | $56.5M | Buy |
1,191,082
+291,625
| +32% | +$13.8M | 0.05% | 320 |
|
|
2022
Q1 | $51M | Buy |
899,457
+109,611
| +14% | +$6.21M | 0.04% | 352 |
|
|
2021
Q4 | $46.2M | Buy |
789,846
+69,347
| +10% | +$4.06M | 0.04% | 381 |
|
|
2021
Q3 | $42.3M | Buy |
720,499
+135,062
| +23% | +$7.92M | 0.04% | 379 |
|
|
2021
Q2 | $32.5M | Buy |
585,437
+45,360
| +8% | +$2.52M | 0.03% | 425 |
|
|
2021
Q1 | $31.5M | Buy |
540,077
+100,150
| +23% | +$5.84M | 0.04% | 393 |
|
|
2020
Q4 | $21.1M | Buy |
439,927
+21,067
| +5% | +$1.01M | 0.03% | 458 |
|
|
2020
Q3 | $15.9M | Sell |
418,860
-17,199
| -4% | -$654K | 0.02% | 466 |
|
|
2020
Q2 | $16.4M | Buy |
436,059
+38,997
| +10% | +$1.46M | 0.03% | 431 |
|
|
2020
Q1 | $12.2M | Sell |
397,062
-14,597
| -4% | -$450K | 0.03% | 445 |
|
|
2019
Q4 | $23.2M | Buy |
411,659
+186,121
| +83% | +$10.5M | 0.04% | 321 |
|
|
2019
Q3 | $12M | Sell |
225,538
-3,480
| -2% | -$186K | 0.02% | 470 |
|
|
2019
Q2 | $11.3M | Sell |
229,018
-240
| -0.1% | -$11.8K | 0.02% | 473 |
|
|
2019
Q1 | $10.7M | Buy |
229,258
+25,956
| +13% | +$1.21M | 0.02% | 471 |
|
|
2018
Q4 | $8.81M | Sell |
203,302
-26,715
| -12% | -$1.16M | 0.02% | 491 |
|
|
2018
Q3 | $11.2M | Buy |
230,017
+24,347
| +12% | +$1.18M | 0.03% | 452 |
|
|
2018
Q2 | $10.4M | Buy |
205,670
+7,547
| +4% | +$381K | 0.03% | 451 |
|
|
2018
Q1 | $10.3M | Buy |
198,123
+6,417
| +3% | +$334K | 0.03% | 440 |
|
|
2017
Q4 | $9.53M | Buy |
191,706
+50,959
| +36% | +$2.53M | 0.03% | 427 |
|
|
2017
Q3 | $6.61M | Buy |
140,747
+9,842
| +8% | +$462K | 0.02% | 503 |
|
|
2017
Q2 | $5.94M | Buy |
130,905
+61,219
| +88% | +$2.78M | 0.02% | 508 |
|
|
2017
Q1 | $3.12M | Sell |
69,686
-5,650
| -7% | -$253K | 0.02% | 620 |
|
|
2016
Q4 | $3.54M | Sell |
75,336
-11,088
| -13% | -$521K | 0.03% | 545 |
|
|
2016
Q3 | $3.31M | Sell |
86,424
-29,890
| -26% | -$1.14M | 0.03% | 527 |
|
|
2016
Q2 | $4.01M | Sell |
116,314
-21,380
| -16% | -$737K | 0.03% | 448 |
|
|
2016
Q1 | $4.55M | Buy |
137,694
+1,333
| +1% | +$44.1K | 0.01% | 766 |
|
|
2015
Q4 | $5M | Sell |
136,361
-18,140
| -12% | -$665K | 0.01% | 722 |
|
|
2015
Q3 | $5.65M | Buy |
154,501
+5,076
| +3% | +$186K | 0.03% | 427 |
|
|
2015
Q2 | $6.03M | Buy |
149,425
+15,593
| +12% | +$629K | 0.03% | 444 |
|
|
2015
Q1 | $5.16M | Buy |
133,832
+19,203
| +17% | +$741K | 0.03% | 506 |
|
|
2014
Q4 | $4.46M | Buy |
114,629
+43,100
| +60% | +$1.68M | 0.02% | 529 |
|
|
2014
Q3 | $2.66M | Sell |
71,529
-4,003
| -5% | -$149K | 0.02% | 725 |
|
|
2014
Q2 | $2.98M | Buy |
75,532
+2,957
| +4% | +$117K | 0.02% | 683 |
|
|
2014
Q1 | $2.92M | Buy |
72,575
+19,177
| +36% | +$770K | 0.02% | 655 |
|
|
2013
Q4 | $1.99M | Buy |
53,398
+399
| +0.8% | +$14.9K | 0.01% | 828 |
|
|
2013
Q3 | $1.79M | Sell |
52,999
-10,244
| -16% | -$346K | 0.01% | 846 |
|
|
2013
Q2 | $2.14M | Buy |
+63,243
| New | +$2.14M | 0.02% | 693 |
|