Mackenzie 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 | $6.52M | Sell |
151,711
-1,137
| -0.7% | -$48.9K | 0.01% | 551 |
|
|
2025
Q1 | $6.29M | Buy |
152,848
+32,313
| +27% | +$1.33M | 0.01% | 532 |
|
|
2024
Q4 | $5.23M | Buy |
120,535
+5,727
| +5% | +$248K | 0.01% | 564 |
|
|
2024
Q3 | $4.91M | Sell |
114,808
-185,106
| -62% | -$7.92M | 0.01% | 546 |
|
|
2024
Q2 | $11.7M | Buy |
299,914
+102,823
| +52% | +$3.99M | 0.02% | 409 |
|
|
2024
Q1 | $7.68M | Sell |
197,091
-49,657
| -20% | -$1.94M | 0.01% | 484 |
|
|
2023
Q4 | $9.11M | Buy |
246,748
+94,061
| +62% | +$3.47M | 0.01% | 445 |
|
|
2023
Q3 | $4.15M | Buy |
152,687
+14,230
| +10% | +$387K | 0.01% | 574 |
|
|
2023
Q2 | $4.35M | Sell |
138,457
-295,958
| -68% | -$9.29M | 0.01% | 584 |
|
|
2023
Q1 | $14.8M | Buy |
434,415
+36,899
| +9% | +$1.26M | 0.02% | 379 |
|
|
2022
Q4 | $17.1M | Sell |
397,516
-68,335
| -15% | -$2.94M | 0.03% | 328 |
|
|
2022
Q3 | $20.3M | Buy |
465,851
+1,032
| +0.2% | +$44.9K | 0.03% | 311 |
|
|
2022
Q2 | $22M | Buy |
464,819
+14,393
| +3% | +$683K | 0.04% | 310 |
|
|
2022
Q1 | $25.5M | Buy |
450,426
+112,489
| +33% | +$6.38M | 0.03% | 315 |
|
|
2021
Q4 | $19.8M | Buy |
337,937
+57,989
| +21% | +$3.4M | 0.03% | 368 |
|
|
2021
Q3 | $16.4M | Sell |
279,948
-12,608
| -4% | -$739K | 0.02% | 383 |
|
|
2021
Q2 | $16.2M | Buy |
292,556
+52,660
| +22% | +$2.92M | 0.02% | 367 |
|
|
2021
Q1 | $14M | Buy |
239,896
+201,333
| +522% | +$11.7M | 0.02% | 371 |
|
|
2020
Q4 | $1.85M | Buy |
38,563
+4,592
| +14% | +$220K | ﹤0.01% | 621 |
|
|
2020
Q3 | $1.29M | Buy |
33,971
+1,777
| +6% | +$67.6K | ﹤0.01% | 630 |
|
|
2020
Q2 | $1.21M | Sell |
32,194
-166
| -0.5% | -$6.23K | ﹤0.01% | 647 |
|
|
2020
Q1 | $998K | Sell |
32,360
-70,301
| -68% | -$2.17M | ﹤0.01% | 640 |
|
|
2019
Q4 | $5.78M | Buy |
102,661
+25,588
| +33% | +$1.44M | 0.01% | 407 |
|
|
2019
Q3 | $4.11M | Sell |
77,073
-65
| -0.1% | -$3.47K | 0.01% | 491 |
|
|
2019
Q2 | $3.79M | Buy |
77,138
+8,865
| +13% | +$436K | 0.01% | 492 |
|
|
2019
Q1 | $3.18M | Buy |
68,273
+57,670
| +544% | +$2.68M | 0.01% | 657 |
|
|
2018
Q4 | $459K | Buy |
10,603
+1,191
| +13% | +$51.6K | ﹤0.01% | 952 |
|
|
2018
Q3 | $457K | Buy |
9,412
+2,262
| +32% | +$110K | ﹤0.01% | 900 |
|
|
2018
Q2 | $361K | Buy |
7,150
+2,941
| +70% | +$148K | ﹤0.01% | 849 |
|
|
2018
Q1 | $219K | Sell |
4,209
-640,587
| -99% | -$33.3M | ﹤0.01% | 886 |
|
|
2017
Q4 | $32.1M | Buy |
+644,796
| New | +$32.1M | 0.08% | 207 |
|
|
2015
Q4 | – | Sell |
-22,927
| Closed | -$816K | – | 829 |
|
|
2015
Q3 | $816K | Sell |
22,927
-2,313
| -9% | -$82.3K | 0.01% | 570 |
|
|
2015
Q2 | $1.02M | Buy |
25,240
+4,710
| +23% | +$190K | 0.01% | 551 |
|
|
2015
Q1 | $800K | Buy |
20,530
+15,215
| +286% | +$593K | ﹤0.01% | 580 |
|
|
2014
Q4 | $207K | Buy |
+5,315
| New | +$207K | ﹤0.01% | 717 |
|