MainStreet Investment Advisors’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 | $331K | Buy |
7,709
+325
| +4% | +$14K | 0.05% | 136 |
|
2025
Q1 | $304K | Sell |
7,384
-1,097
| -13% | -$45.1K | 0.04% | 136 |
|
2024
Q4 | $368K | Sell |
8,481
-395
| -4% | -$17.1K | 0.05% | 126 |
|
2024
Q3 | $380K | Sell |
8,876
-4,889
| -36% | -$209K | 0.05% | 128 |
|
2024
Q2 | $535K | Sell |
13,765
-67,494
| -83% | -$2.62M | 0.07% | 119 |
|
2024
Q1 | $3.17M | Sell |
81,259
-1,196
| -1% | -$46.6K | 0.38% | 65 |
|
2023
Q4 | $3.04M | Sell |
82,455
-13,584
| -14% | -$502K | 0.34% | 65 |
|
2023
Q3 | $2.75M | Sell |
96,039
-383
| -0.4% | -$11K | 0.32% | 68 |
|
2023
Q2 | $2.93M | Buy |
96,422
+2,614
| +3% | +$79.3K | 0.32% | 71 |
|
2023
Q1 | $3.2M | Buy |
93,808
+8,200
| +10% | +$280K | 0.35% | 70 |
|
2022
Q4 | $3.68M | Buy |
85,608
+27,935
| +48% | +$1.2M | 0.41% | 66 |
|
2022
Q3 | $2.51M | Buy |
57,673
+10
| +0% | +$435 | 0.31% | 76 |
|
2022
Q2 | $2.74M | Buy |
57,663
+48,977
| +564% | +$2.32M | 0.31% | 75 |
|
2022
Q1 | $492K | Buy |
8,686
+1,967
| +29% | +$111K | 0.05% | 140 |
|
2021
Q4 | $393K | Buy |
6,719
+760
| +13% | +$44.5K | 0.03% | 157 |
|
2021
Q3 | $350K | Buy |
5,959
+1,796
| +43% | +$105K | 0.03% | 153 |
|
2021
Q2 | $231K | Buy |
4,163
+77
| +2% | +$4.27K | 0.02% | 176 |
|
2021
Q1 | $238K | Sell |
4,086
-641
| -14% | -$37.3K | 0.02% | 172 |
|
2020
Q4 | $227K | Buy |
+4,727
| New | +$227K | 0.02% | 175 |
|
2020
Q2 | – | Sell |
-12,650
| Closed | -$390K | – | 294 |
|
2020
Q1 | $390K | Buy |
+12,650
| New | +$390K | 0.05% | 184 |
|
2019
Q1 | – | Sell |
-4,585
| Closed | -$199K | – | 155 |
|
2018
Q4 | $199K | Hold |
4,585
| – | – | 0.03% | 156 |
|
2018
Q3 | $223K | Sell |
4,585
-25
| -0.5% | -$1.22K | 0.03% | 157 |
|
2018
Q2 | $233K | Hold |
4,610
| – | – | 0.03% | 149 |
|
2018
Q1 | $240K | Sell |
4,610
-735
| -14% | -$38.3K | 0.04% | 146 |
|
2017
Q4 | $266K | Buy |
+5,345
| New | +$266K | 0.04% | 140 |
|