Nisa 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 | $19.4M | Sell |
452,386
-2,106
| -0.5% | -$90.5K | 0.09% | 176 |
|
|
2025
Q1 | $18.7M | Buy |
454,492
+17,625
| +4% | +$725K | 0.09% | 179 |
|
|
2024
Q4 | $19M | Buy |
436,867
+1,423
| +0.3% | +$61.7K | 0.07% | 197 |
|
|
2024
Q3 | $18.6M | Sell |
435,444
-404,800
| -48% | -$17.3M | 0.11% | 178 |
|
|
2024
Q2 | $32.6M | Sell |
840,244
-69,465
| -8% | -$2.7M | 0.21% | 97 |
|
|
2024
Q1 | $35.5M | Sell |
909,709
-17,091
| -2% | -$666K | 0.23% | 95 |
|
|
2023
Q4 | $34.2M | Buy |
926,800
+88
| +0% | +$3.25K | 0.24% | 84 |
|
|
2023
Q3 | $26.5M | Buy |
926,712
+421,854
| +84% | +$12.1M | 0.2% | 116 |
|
|
2023
Q2 | $15.3M | Buy |
504,858
+32,312
| +7% | +$981K | 0.11% | 198 |
|
|
2023
Q1 | $16.1M | Sell |
472,546
-83,952
| -15% | -$2.86M | 0.13% | 179 |
|
|
2022
Q4 | $23.9M | Buy |
556,498
+40,983
| +8% | +$1.76M | 0.19% | 127 |
|
|
2022
Q3 | $22.5M | Sell |
515,515
-35,550
| -6% | -$1.55M | 0.19% | 117 |
|
|
2022
Q2 | $26.1M | Buy |
551,065
+30,341
| +6% | +$1.44M | 0.23% | 97 |
|
|
2022
Q1 | $29.5M | Sell |
520,724
-1,520
| -0.3% | -$86.2K | 0.21% | 102 |
|
|
2021
Q4 | $32.8M | Buy |
522,244
+30,981
| +6% | +$1.95M | 0.25% | 97 |
|
|
2021
Q3 | $28.8K | Buy |
491,263
+1,500
| +0.3% | +$88 | 0.17% | 113 |
|
|
2021
Q2 | $27.2K | Sell |
489,763
-75,295
| -13% | -$4.18K | 0.17% | 114 |
|
|
2021
Q1 | $33K | Buy |
565,058
+15,394
| +3% | +$898 | 0.21% | 94 |
|
|
2020
Q4 | $26.3M | Buy |
549,664
+19,586
| +4% | +$939K | 0.17% | 135 |
|
|
2020
Q3 | $20.2M | Buy |
530,078
+21,270
| +4% | +$809K | 0.16% | 146 |
|
|
2020
Q2 | $19.1M | Buy |
508,808
+32,468
| +7% | +$1.22M | 0.18% | 130 |
|
|
2020
Q1 | $14.7M | Sell |
476,340
-56,099
| -11% | -$1.73M | 0.16% | 137 |
|
|
2019
Q4 | $30M | Buy |
532,439
+250,485
| +89% | +$14.1M | 0.26% | 84 |
|
|
2019
Q3 | $15M | Sell |
281,954
-8,185
| -3% | -$437K | 0.13% | 170 |
|
|
2019
Q2 | $14.3M | Sell |
290,139
-20,390
| -7% | -$1M | 0.14% | 165 |
|
|
2019
Q1 | $14.4M | Sell |
310,529
-4,500
| -1% | -$209K | 0.14% | 155 |
|
|
2018
Q4 | $13.6M | Sell |
315,029
-3,800
| -1% | -$165K | 0.15% | 148 |
|
|
2018
Q3 | $15.5M | Buy |
318,829
+9,195
| +3% | +$446K | 0.14% | 162 |
|
|
2018
Q2 | $15.6M | Buy |
309,634
+4,530
| +1% | +$228K | 0.16% | 150 |
|
|
2018
Q1 | $16M | Sell |
305,104
-11,800
| -4% | -$619K | 0.17% | 139 |
|
|
2017
Q4 | $15.8M | Sell |
316,904
-5,400
| -2% | -$268K | 0.16% | 144 |
|
|
2017
Q3 | $15.1M | Sell |
322,304
-550
| -0.2% | -$25.8K | 0.17% | 138 |
|
|
2017
Q2 | $14.5M | Sell |
322,854
-18,500
| -5% | -$828K | 0.17% | 146 |
|
|
2017
Q1 | $15.3M | Buy |
341,354
+1,724
| +0.5% | +$77.1K | 0.18% | 132 |
|
|
2016
Q4 | $16M | Sell |
339,630
-900
| -0.3% | -$42.3K | 0.19% | 123 |
|
|
2016
Q3 | $12.8M | Sell |
340,530
-3,900
| -1% | -$147K | 0.17% | 143 |
|
|
2016
Q2 | $12.3M | Buy |
344,430
+19,190
| +6% | +$683K | 0.16% | 144 |
|
|
2016
Q1 | $10.8M | Buy |
325,240
+298
| +0.1% | +$9.92K | 0.16% | 150 |
|
|
2015
Q4 | $12.3M | Buy |
324,942
+6,425
| +2% | +$243K | 0.18% | 135 |
|
|
2015
Q3 | $11.4M | Buy |
318,517
+13,092
| +4% | +$467K | 0.17% | 133 |
|
|
2015
Q2 | $12.3M | Buy |
305,425
+1,500
| +0.5% | +$60.5K | 0.17% | 131 |
|
|
2015
Q1 | $11.9M | Buy |
303,925
+3,450
| +1% | +$135K | 0.16% | 140 |
|
|
2014
Q4 | $11.7M | Sell |
300,475
-7,800
| -3% | -$303K | 0.16% | 140 |
|
|
2014
Q3 | $11.5M | Sell |
308,275
-6,240
| -2% | -$232K | 0.16% | 138 |
|
|
2014
Q2 | $12.4M | Sell |
314,515
-5,500
| -2% | -$217K | 0.17% | 135 |
|
|
2014
Q1 | $12.9M | Sell |
320,015
-6,000
| -2% | -$241K | 0.18% | 121 |
|
|
2013
Q4 | $12.2M | Sell |
326,015
-14,300
| -4% | -$534K | 0.17% | 129 |
|
|
2013
Q3 | $11.5M | Sell |
340,315
-25,300
| -7% | -$854K | 0.18% | 124 |
|
|
2013
Q2 | $12.4M | Buy |
+365,615
| New | +$12.4M | 0.19% | 113 |
|