Northwest & Ethical Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Hold |
|
|||||
|
2025
Q1 | $617K | Sell |
|
|||||
|
2024
Q4 | $716K | Hold |
|
|||||
|
2024
Q3 | $706K | Hold |
|
|||||
|
2024
Q2 | $641K | Sell |
|
|||||
|
2024
Q1 | $925K | Buy |
|
|||||
|
2023
Q4 | $646K | Buy |
|
|||||
|
2023
Q3 | $228K | Sell |
|
|||||
|
2023
Q2 | $602K | Sell |
|
|||||
|
2023
Q1 | $1.84M | Hold |
|
|||||
|
2022
Q4 | $2.33M | Buy |
|
|||||
|
2022
Q3 | $2.26M | Sell |
|
|||||
|
2022
Q2 | $2.52M | Buy |
|
|||||
|
2022
Q1 | $2.83M | Sell |
|
|||||
|
2021
Q4 | $5.48M | Sell |
|
|||||
|
2021
Q3 | $6.65M | Buy |
|
|||||
|
2021
Q2 | $1.73M | Sell |
|
|||||
|
2021
Q1 | $7.46M | Sell |
|
|||||
|
2020
Q4 | $6.39M | Sell |
|
|||||
|
2020
Q3 | $5.34M | Buy |
|
|||||
|
2020
Q2 | $5.24M | Buy |
|
|||||
|
2020
Q1 | $4.02M | Buy |
|
|||||
|
2019
Q4 | $6.92M | Buy |
|
|||||
|
2019
Q3 | $6.3M | Sell |
|
|||||
|
2019
Q2 | $5.95M | Buy |
|
|||||
|
2019
Q1 | $5.5M | Buy |
|
|||||
|
2018
Q4 | $4.4M | Sell |
|
|||||
|
2018
Q3 | $5.96M | Buy |
|
|||||
|
2018
Q2 | $5.4M | Sell |
|
|||||
|
2018
Q1 | $5.94M | Sell |
|
|||||
|
2017
Q4 | $6.54M | Sell |
|
|||||
|
2017
Q3 | $6.99M | Buy |
|
|||||
|
2017
Q2 | $6.35M | Sell |
|
|||||
|
2017
Q1 | $6.29M | Buy |
|
|||||
|
2016
Q4 | $5.74M | Buy |
|
|||||
|
2016
Q3 | $4.42M | Sell |
|
|||||
|
2016
Q2 | $9.2M | Sell |
|
|||||
|
2016
Q1 | $8.73M | Buy |
|
|||||
|
2015
Q4 | $5.53M | Hold |
|
|||||
|
2015
Q3 | $5.21M | Hold |
|
|||||
|
2015
Q2 | $5.9M | Hold |
|
|||||
|
2015
Q1 | $5.7M | Hold |
|
|||||
|
2014
Q4 | $5.69M | Buy |
|
|||||
|
2014
Q3 | $5.15M | Hold |
|
|||||
|
2014
Q2 | $5.46M | Sell |
|
|||||
|
2014
Q1 | $5.88M | Hold |
|
|||||
|
2013
Q4 | $5.46M | Buy |
|