MA
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MCF Advisors’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
28,991
-176
-0.6% -$7.57K 0.08% 81
2025
Q1
$1.2M Sell
29,167
-284
-1% -$11.7K 0.09% 78
2024
Q4
$1.28M Buy
29,451
+72
+0.2% +$3.12K 0.09% 78
2024
Q3
$1.26M Sell
29,379
-4,210
-13% -$180K 0.09% 74
2024
Q2
$1.3M Sell
33,589
-146
-0.4% -$5.67K 0.1% 72
2024
Q1
$1.31M Hold
33,735
0.1% 72
2023
Q4
$1.25M Sell
33,735
-46
-0.1% -$1.7K 0.1% 73
2023
Q3
$966K Buy
33,781
+1,500
+5% +$42.9K 0.09% 78
2023
Q2
$980K Buy
32,281
+133
+0.4% +$4.04K 0.09% 72
2023
Q1
$1.1M Sell
32,148
-44
-0.1% -$1.5K 0.1% 64
2022
Q4
$1.39M Sell
32,192
-46
-0.1% -$1.98K 0.14% 48
2022
Q3
$1.4M Sell
32,238
-285
-0.9% -$12.4K 0.16% 46
2022
Q2
$1.54M Buy
32,523
+576
+2% +$27.3K 0.16% 40
2022
Q1
$1.81M Buy
+31,947
New +$1.81M 0.17% 40
2021
Q4
Sell
-32,453
Closed -$1.9M 614
2021
Q3
$1.9M Sell
32,453
-519
-2% -$30.4K 0.19% 37
2021
Q2
$1.83M Sell
32,972
-638
-2% -$35.4K 0.19% 35
2021
Q1
$1.96M Buy
33,610
+768
+2% +$44.8K 0.22% 36
2020
Q4
$1.57M Sell
32,842
-26,956
-45% -$1.29M 0.19% 36
2020
Q3
$2.28M Sell
59,798
-3,676
-6% -$140K 0.3% 33
2020
Q2
$2.38M Buy
63,474
+32
+0.1% +$1.2K 0.33% 26
2020
Q1
$1.96M Hold
63,442
0.33% 31
2019
Q4
$3.57M Hold
63,442
0.54% 26
2019
Q3
$3.39M Buy
63,442
+224
+0.4% +$12K 0.55% 27
2019
Q2
$3.11M Sell
63,218
-2,013
-3% -$98.9K 0.51% 27
2019
Q1
$3.04M Buy
65,231
+1,000
+2% +$46.5K 0.53% 25
2018
Q4
$2.78M Sell
64,231
-1,806
-3% -$78.2K 0.53% 27
2018
Q3
$3.21M Buy
66,037
+13
+0% +$631 0.56% 24
2018
Q2
$3.33M Sell
66,024
-2,177
-3% -$110K 0.64% 22
2018
Q1
$3.55M Buy
68,201
+16
+0% +$833 0.7% 20
2017
Q4
$3.39M Sell
68,185
-4,773
-7% -$237K 0.63% 21
2017
Q3
$3.43M Sell
72,958
-540
-0.7% -$25.4K 0.67% 19
2017
Q2
$3.34M Buy
73,498
+726
+1% +$33K 0.66% 17
2017
Q1
$3.25M Sell
72,772
-1,445
-2% -$64.6K 0.68% 16
2016
Q4
$3.49M Buy
74,217
+621
+0.8% +$29.2K 0.76% 17
2016
Q3
$2.78M Sell
73,596
-219
-0.3% -$8.26K 0.66% 21
2016
Q2
$2.63M Sell
73,815
-5,066
-6% -$180K 0.64% 20
2016
Q1
$2.62M Sell
78,881
-13,028
-14% -$433K 0.69% 20
2015
Q4
$3.48M Sell
91,909
-32,849
-26% -$1.24M 0.93% 18
2015
Q3
$4.44M Buy
124,758
+3,589
+3% +$128K 1.14% 19
2015
Q2
$4.88M Buy
121,169
+120,399
+15,636% +$4.85M 1.23% 19
2015
Q1
$30K Buy
770
+5
+0.7% +$195 0.01% 237
2014
Q4
$30K Buy
765
+4
+0.5% +$157 0.01% 215
2014
Q3
$31K Buy
761
+5
+0.7% +$204 0.01% 211
2014
Q2
$30K Buy
756
+5
+0.7% +$198 0.01% 210
2014
Q1
$30K Buy
751
+4
+0.5% +$160 0.01% 222
2013
Q4
$30K Buy
747
+5
+0.7% +$201 0.01% 197
2013
Q3
$30K Buy
742
+5
+0.7% +$202 0.02% 207
2013
Q2
$30K Buy
+737
New +$30K 0.02% 187