Morgan Stanley’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 | $866M | Buy |
20,141,377
+881,019
| +5% | +$37.9M | 0.06% | 320 |
|
|
2025
Q1 | $793M | Buy |
19,260,358
+333,889
| +2% | +$13.7M | 0.06% | 320 |
|
|
2024
Q4 | $821M | Buy |
18,926,469
+1,070,122
| +6% | +$46.4M | 0.06% | 309 |
|
|
2024
Q3 | $764M | Buy |
17,856,347
+706,913
| +4% | +$30.2M | 0.06% | 323 |
|
|
2024
Q2 | $666M | Sell |
17,149,434
-2,222,377
| -11% | -$86.3M | 0.05% | 333 |
|
|
2024
Q1 | $755M | Sell |
19,371,811
-27,431,021
| -59% | -$1.07B | 0.06% | 294 |
|
|
2023
Q4 | $1.73B | Buy |
46,802,832
+31,438,694
| +205% | +$1.16B | 0.08% | 239 |
|
|
2023
Q3 | $440M | Buy |
15,364,138
+39,510
| +0.3% | +$1.13M | 0.04% | 398 |
|
|
2023
Q2 | $465M | Buy |
15,324,628
+1,919,245
| +14% | +$58.2M | 0.05% | 389 |
|
|
2023
Q1 | $457M | Sell |
13,405,383
-2,105,715
| -14% | -$71.8M | 0.05% | 383 |
|
|
2022
Q4 | $667M | Buy |
15,511,098
+3,813,439
| +33% | +$164M | 0.08% | 262 |
|
|
2022
Q3 | $509M | Buy |
11,697,659
+770,422
| +7% | +$33.5M | 0.07% | 269 |
|
|
2022
Q2 | $518M | Buy |
10,927,237
+5,249,196
| +92% | +$249M | 0.07% | 283 |
|
|
2022
Q1 | $322M | Sell |
5,678,041
-70,384
| -1% | -$3.99M | 0.04% | 387 |
|
|
2021
Q4 | $337M | Buy |
5,748,425
+778,975
| +16% | +$45.6M | 0.04% | 395 |
|
|
2021
Q3 | $291M | Sell |
4,969,450
-9,757
| -0.2% | -$572K | 0.04% | 405 |
|
|
2021
Q2 | $276M | Sell |
4,979,207
-416,532
| -8% | -$23.1M | 0.04% | 432 |
|
|
2021
Q1 | $315M | Buy |
5,395,739
+608,010
| +13% | +$35.5M | 0.05% | 345 |
|
|
2020
Q4 | $229M | Buy |
4,787,729
+965,924
| +25% | +$46.3M | 0.04% | 426 |
|
|
2020
Q3 | $145M | Sell |
3,821,805
-1,440,348
| -27% | -$54.8M | 0.03% | 475 |
|
|
2020
Q2 | $198M | Buy |
5,262,153
+1,956,641
| +59% | +$73.5M | 0.04% | 357 |
|
|
2020
Q1 | $102M | Sell |
3,305,512
-1,470,548
| -31% | -$45.4M | 0.03% | 484 |
|
|
2019
Q4 | $269M | Buy |
4,776,060
+2,655,379
| +125% | +$150M | 0.06% | 295 |
|
|
2019
Q3 | $113M | Sell |
2,120,681
-10,248
| -0.5% | -$547K | 0.03% | 518 |
|
|
2019
Q2 | $105M | Buy |
2,130,929
+89,575
| +4% | +$4.4M | 0.03% | 548 |
|
|
2019
Q1 | $95M | Sell |
2,041,354
-638,509
| -24% | -$29.7M | 0.03% | 555 |
|
|
2018
Q4 | $116M | Sell |
2,679,863
-623,358
| -19% | -$27M | 0.03% | 470 |
|
|
2018
Q3 | $160M | Buy |
3,303,221
+599,074
| +22% | +$29.1M | 0.04% | 420 |
|
|
2018
Q2 | $136M | Sell |
2,704,147
-403,648
| -13% | -$20.4M | 0.04% | 457 |
|
|
2018
Q1 | $162M | Sell |
3,107,795
-470,874
| -13% | -$24.5M | 0.04% | 386 |
|
|
2017
Q4 | $178M | Buy |
3,578,669
+912,398
| +34% | +$45.4M | 0.05% | 387 |
|
|
2017
Q3 | $125M | Buy |
2,666,271
+313,369
| +13% | +$14.7M | 0.04% | 463 |
|
|
2017
Q2 | $107M | Sell |
2,352,902
-660,153
| -22% | -$30M | 0.03% | 533 |
|
|
2017
Q1 | $135M | Sell |
3,013,055
-333,201
| -10% | -$14.9M | 0.04% | 448 |
|
|
2016
Q4 | $157M | Buy |
3,346,256
+408,363
| +14% | +$19.2M | 0.05% | 390 |
|
|
2016
Q3 | $111M | Buy |
2,937,893
+922,143
| +46% | +$34.8M | 0.04% | 503 |
|
|
2016
Q2 | $71.8M | Buy |
2,015,750
+75,331
| +4% | +$2.68M | 0.03% | 623 |
|
|
2016
Q1 | $64.6M | Buy |
1,940,419
+100,988
| +5% | +$3.36M | 0.02% | 640 |
|
|
2015
Q4 | $69.5M | Buy |
1,839,431
+3,047
| +0.2% | +$115K | 0.03% | 631 |
|
|
2015
Q3 | $65.4M | Sell |
1,836,384
-7,326
| -0.4% | -$261K | 0.02% | 652 |
|
|
2015
Q2 | $74.3M | Sell |
1,843,710
-116,447
| -6% | -$4.69M | 0.03% | 652 |
|
|
2015
Q1 | $76.4M | Buy |
1,960,157
+50,748
| +3% | +$1.98M | 0.03% | 614 |
|
|
2014
Q4 | $74.3M | Buy |
1,909,409
+163,132
| +9% | +$6.34M | 0.03% | 650 |
|
|
2014
Q3 | $65M | Sell |
1,746,277
-178,172
| -9% | -$6.63M | 0.03% | 703 |
|
|
2014
Q2 | $75.9M | Buy |
1,924,449
+11,155
| +0.6% | +$440K | 0.03% | 608 |
|
|
2014
Q1 | $76.9M | Sell |
1,913,294
-252,545
| -12% | -$10.1M | 0.03% | 570 |
|
|
2013
Q4 | $80.8M | Buy |
2,165,839
+620,794
| +40% | +$23.2M | 0.03% | 527 |
|
|
2013
Q3 | $52.1M | Buy |
1,545,045
+183,158
| +13% | +$6.18M | 0.02% | 658 |
|
|
2013
Q2 | $46.1M | Buy |
+1,361,887
| New | +$46.1M | 0.02% | 685 |
|