Morningstar Investment Services’s Truist Financial TFC Stock Holding History

Morningstar Investment Services’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.6M	Sell	38,963 -49,336	-56%	-$2.03M	0.29%	76
2024 Q4	$3.83M	Sell	88,299 -732,454	-89%	-$31.8M	0.35%	72
2024 Q3	$34.9M	Sell	820,753 -5,857	-0.7%	-$249K	0.36%	79
2024 Q2	$31.3M	Sell	826,610 -12,869	-2%	-$487K	0.34%	82
2024 Q1	$32.4M	Sell	839,479 -913,650	-52%	-$35.3M	0.36%	79
2023 Q4	$65.4M	Buy	1,753,129 +851,725	+94%	+$31.8M	0.37%	76
2023 Q3	$25.4M	Sell	901,404 -6,371	-0.7%	-$180K	0.33%	79
2023 Q2	$27.8M	Buy	907,775 +3,849	+0.4%	+$118K	0.36%	79
2023 Q1	$30.7M	Buy	903,926 +51,126	+6%	+$1.74M	0.41%	71
2022 Q4	$38M	Buy	852,800 +431,003	+102%	+$19.2M	0.52%	60
2022 Q3	$18.6M	Buy	421,797 +17,900	+4%	+$791K	0.26%	93
2022 Q2	$19.2M	Buy	403,897 +24,322	+6%	+$1.16M	0.26%	93
2022 Q1	$22.5M	Buy	379,575 +11,014	+3%	+$652K	0.25%	92
2021 Q4	$21.6M	Buy	368,561 +4,782	+1%	+$280K	0.24%	96
2021 Q3	$21.6M	Sell	363,779 -4,465	-1%	-$265K	0.25%	93
2021 Q2	$20.4M	Sell	368,244 -485	-0.1%	-$26.8K	0.24%	95
2021 Q1	$21.7M	Sell	368,729 -15,119	-4%	-$889K	0.28%	94
2020 Q4	$18.4M	Sell	383,848 -22,064	-5%	-$1.06M	0.26%	95
2020 Q3	$15M	Sell	405,912 -18,857	-4%	-$698K	0.23%	98
2020 Q2	$15.6M	Sell	424,769 -12,002	-3%	-$441K	0.26%	94
2020 Q1	$14.2M	Sell	436,771 -239	-0.1%	-$7.78K	0.26%	96
2019 Q4	$24.6M	Buy	437,010 +2,369	+0.5%	+$133K	0.39%	77
2019 Q3	$23.2M	Buy	434,641 +884	+0.2%	+$47.2K	0.39%	77
2019 Q2	$21.3M	Buy	433,757 +4,156	+1%	+$204K	0.35%	85
2019 Q1	$20M	Sell	429,601 -5,973	-1%	-$278K	0.34%	87
2018 Q4	$18.9M	Sell	435,574 -14,283	-3%	-$619K	0.37%	80
2018 Q3	$21.8M	Sell	449,857 -31,305	-7%	-$1.52M	0.39%	76
2018 Q2	$24.3M	Sell	481,162 -250,953	-34%	-$12.7M	0.46%	70
2018 Q1	$38.1M	Sell	732,115 -156,166	-18%	-$8.13M	0.74%	49
2017 Q4	$44.2M	Buy	888,281 +730,295	+462%	+$36.3M	0.89%	38
2017 Q3	$7.42M	Buy	157,986 +12,148	+8%	+$570K	0.16%	105
2017 Q2	$6.62M	Buy	145,838 +9,469	+7%	+$430K	0.15%	103
2017 Q1	$6.1M	Sell	136,369 -39,984	-23%	-$1.79M	0.15%	105
2016 Q4	$8.29M	Sell	176,353 -95	-0.1%	-$4.47K	0.27%	83
2016 Q3	$6.66M	Sell	176,448 -56,492	-24%	-$2.13M	0.19%	101
2016 Q2	$8.22M	Buy	232,940 +77,307	+50%	+$2.73M	0.26%	94
2016 Q1	$5.18M	Buy	155,633 +49,610	+47%	+$1.65M	0.18%	112
2015 Q4	$4.01M	Buy	106,023 +21,903	+26%	+$828K	0.16%	115
2015 Q3	$3M	Buy	84,120 +30,217	+56%	+$1.08M	0.13%	126
2015 Q2	$2.17M	Buy	+53,903	New	+$2.17M	0.09%	141
2013 Q3	–	Sell	-25,754	Closed	-$873K	–	206
2013 Q2	$873K	Buy	+25,754	New	+$873K	0.09%	139