Nissay Asset Management’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
$7.04M Buy
163,711
+1,962
+1% +$84.3K 0.04% 267
2025
Q1
$6.66M Buy
161,749
+653
+0.4% +$26.9K 0.04% 266
2024
Q4
$7.04M Buy
161,096
+1,379
+0.9% +$60.2K 0.04% 264
2024
Q3
$6.83M Buy
159,717
+5,070
+3% +$217K 0.04% 261
2024
Q2
$6.01M Buy
154,647
+4,012
+3% +$156K 0.04% 267
2024
Q1
$5.87M Buy
150,635
+3,062
+2% +$119K 0.04% 264
2023
Q4
$5.45M Buy
147,573
+5,853
+4% +$216K 0.04% 244
2023
Q3
$4.05M Buy
141,720
+5,415
+4% +$155K 0.04% 282
2023
Q2
$4.14M Sell
136,305
-11,032
-7% -$335K 0.04% 278
2023
Q1
$5.02M Sell
147,337
-5,321
-3% -$181K 0.04% 232
2022
Q4
$6.57M Sell
152,658
-581
-0.4% -$25K 0.06% 190
2022
Q3
$6.67M Buy
153,239
+5,923
+4% +$258K 0.07% 168
2022
Q2
$6.99M Buy
147,316
+571
+0.4% +$27.1K 0.07% 164
2022
Q1
$8.32M Buy
146,745
+3,480
+2% +$197K 0.07% 159
2021
Q4
$8.39M Buy
143,265
+3,579
+3% +$210K 0.06% 180
2021
Q3
$8.19M Buy
139,686
+5,345
+4% +$314K 0.07% 160
2021
Q2
$7.46M Buy
134,341
+6,853
+5% +$380K 0.07% 177
2021
Q1
$7.44M Sell
127,488
-3,272
-3% -$191K 0.07% 161
2020
Q4
$6.27M Sell
130,760
-800
-0.6% -$38.3K 0.09% 174
2020
Q3
$5.01M Sell
131,560
-18,152
-12% -$691K 0.08% 188
2020
Q2
$5.62M Sell
149,712
-3,261
-2% -$122K 0.11% 183
2020
Q1
$4.72M Buy
152,973
+360
+0.2% +$11.1K 0.12% 178
2019
Q4
$8.6M Buy
152,613
+63,366
+71% +$3.57M 0.19% 127
2019
Q3
$4.76M Buy
89,247
+3,810
+4% +$203K 0.12% 200
2019
Q2
$4.2M Sell
85,437
-7,522
-8% -$370K 0.11% 219
2019
Q1
$4.33M Sell
92,959
-3,641
-4% -$169K 0.11% 213
2018
Q4
$4.19M Buy
96,600
+1,885
+2% +$81.7K 0.13% 199
2018
Q3
$4.6M Buy
94,715
+2,134
+2% +$104K 0.12% 200
2018
Q2
$4.67M Sell
92,581
-948
-1% -$47.8K 0.14% 191
2018
Q1
$4.87M Sell
93,529
-16,771
-15% -$873K 0.15% 174
2017
Q4
$5.48M Buy
+110,300
New +$5.48M 0.17% 157