Mutual 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 | $2.08M | Buy |
45,456
+2,137
| +5% | +$97.6K | 0.05% | 307 |
|
|
2025
Q1 | $1.63M | Buy |
43,319
+6,836
| +19% | +$258K | 0.05% | 330 |
|
|
2024
Q4 | $1.64M | Buy |
36,483
+5,103
| +16% | +$230K | 0.05% | 324 |
|
|
2024
Q3 | $1.36M | Sell |
31,380
-1,730
| -5% | -$75.1K | 0.04% | 378 |
|
|
2024
Q2 | $1.47M | Buy |
33,110
+979
| +3% | +$43.5K | 0.04% | 346 |
|
|
2024
Q1 | $1.25M | Buy |
32,131
+1,924
| +6% | +$75K | 0.04% | 410 |
|
|
2023
Q4 | $1.12M | Buy |
30,207
+4,221
| +16% | +$156K | 0.04% | 425 |
|
|
2023
Q3 | $743K | Sell |
25,986
-3,299
| -11% | -$94.4K | 0.03% | 495 |
|
|
2023
Q2 | $889K | Buy |
29,285
+1,130
| +4% | +$34.3K | 0.03% | 464 |
|
|
2023
Q1 | $960K | Buy |
28,155
+6,992
| +33% | +$238K | 0.04% | 434 |
|
|
2022
Q4 | $911K | Sell |
21,163
-52
| -0.2% | -$2.24K | 0.04% | 430 |
|
|
2022
Q3 | $924K | Buy |
21,215
+416
| +2% | +$18.1K | 0.05% | 386 |
|
|
2022
Q2 | $986K | Sell |
20,799
-1,082
| -5% | -$51.3K | 0.07% | 339 |
|
|
2022
Q1 | $1.24M | Buy |
21,881
+437
| +2% | +$24.8K | 0.07% | 311 |
|
|
2021
Q4 | $1.26M | Buy |
21,444
+480
| +2% | +$28.1K | 0.07% | 329 |
|
|
2021
Q3 | $1.23M | Buy |
20,964
+2,889
| +16% | +$170K | 0.07% | 312 |
|
|
2021
Q2 | $1M | Buy |
18,075
+2,644
| +17% | +$147K | 0.06% | 352 |
|
|
2021
Q1 | $900K | Sell |
15,431
-12,453
| -45% | -$726K | 0.06% | 341 |
|
|
2020
Q4 | $1.34M | Buy |
27,884
+166
| +0.6% | +$7.95K | 0.1% | 244 |
|
|
2020
Q3 | $1.06M | Sell |
27,718
-52
| -0.2% | -$1.98K | 0.09% | 237 |
|
|
2020
Q2 | $1.04M | Sell |
27,770
-948
| -3% | -$35.6K | 0.1% | 216 |
|
|
2020
Q1 | $886K | Buy |
28,718
+929
| +3% | +$28.7K | 0.12% | 191 |
|
|
2019
Q4 | $1.57M | Buy |
+27,789
| New | +$1.57M | 0.17% | 148 |
|