Northwestern Mutual Wealth 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 | $10.1M | Buy |
235,008
+9,811
| +4% | +$422K | 0.01% | 505 |
|
|
2025
Q1 | $9.27M | Sell |
225,197
-17,012
| -7% | -$700K | 0.01% | 498 |
|
|
2024
Q4 | $10.5M | Buy |
242,209
+5,737
| +2% | +$249K | 0.01% | 459 |
|
|
2024
Q3 | $10.1M | Buy |
236,472
+120
| +0.1% | +$5.13K | 0.01% | 450 |
|
|
2024
Q2 | $9.18M | Buy |
236,352
+34,681
| +17% | +$1.35M | 0.01% | 444 |
|
|
2024
Q1 | $7.86M | Sell |
201,671
-6,038
| -3% | -$235K | 0.01% | 468 |
|
|
2023
Q4 | $7.67M | Sell |
207,709
-18,488
| -8% | -$683K | 0.01% | 437 |
|
|
2023
Q3 | $6.47M | Sell |
226,197
-328,176
| -59% | -$9.39M | 0.01% | 452 |
|
|
2023
Q2 | $16.8M | Buy |
554,373
+59,188
| +12% | +$1.8M | 0.02% | 291 |
|
|
2023
Q1 | $16.9M | Buy |
495,185
+311,419
| +169% | +$10.6M | 0.02% | 280 |
|
|
2022
Q4 | $7.91M | Sell |
183,766
-11,754
| -6% | -$506K | 0.01% | 373 |
|
|
2022
Q3 | $8.51M | Buy |
195,520
+23,031
| +13% | +$1M | 0.01% | 322 |
|
|
2022
Q2 | $8.18M | Buy |
172,489
+18,625
| +12% | +$883K | 0.01% | 322 |
|
|
2022
Q1 | $8.72M | Buy |
153,864
+5,387
| +4% | +$305K | 0.01% | 329 |
|
|
2021
Q4 | $8.69M | Buy |
148,477
+9,544
| +7% | +$559K | 0.01% | 315 |
|
|
2021
Q3 | $8.15M | Buy |
138,933
+11,262
| +9% | +$661K | 0.01% | 299 |
|
|
2021
Q2 | $7.09M | Sell |
127,671
-11,204
| -8% | -$622K | 0.01% | 304 |
|
|
2021
Q1 | $8.1M | Buy |
138,875
+23,678
| +21% | +$1.38M | 0.02% | 266 |
|
|
2020
Q4 | $5.52M | Buy |
115,197
+30,834
| +37% | +$1.48M | 0.01% | 307 |
|
|
2020
Q3 | $3.21M | Buy |
84,363
+20,048
| +31% | +$763K | 0.01% | 355 |
|
|
2020
Q2 | $2.41M | Sell |
64,315
-11,579
| -15% | -$435K | 0.01% | 371 |
|
|
2020
Q1 | $2.34M | Buy |
75,894
+14,574
| +24% | +$449K | 0.01% | 335 |
|
|
2019
Q4 | $3.45M | Buy |
61,320
+5,983
| +11% | +$337K | 0.01% | 312 |
|
|
2019
Q3 | $2.95M | Sell |
55,337
-2,270
| -4% | -$121K | 0.01% | 323 |
|
|
2019
Q2 | $2.83M | Buy |
57,607
+749
| +1% | +$36.8K | 0.01% | 326 |
|
|
2019
Q1 | $2.65M | Buy |
56,858
+15,235
| +37% | +$709K | 0.01% | 321 |
|
|
2018
Q4 | $1.8M | Buy |
41,623
+899
| +2% | +$38.9K | 0.01% | 354 |
|
|
2018
Q3 | $1.98M | Sell |
40,724
-3,277
| -7% | -$159K | 0.01% | 329 |
|
|
2018
Q2 | $2.22M | Sell |
44,001
-2,162
| -5% | -$109K | 0.01% | 295 |
|
|
2018
Q1 | $2.4M | Buy |
46,163
+7,471
| +19% | +$389K | 0.01% | 270 |
|
|
2017
Q4 | $1.92M | Buy |
38,692
+4,436
| +13% | +$221K | 0.01% | 284 |
|
|
2017
Q3 | $1.61M | Buy |
34,256
+1,506
| +5% | +$70.7K | 0.01% | 288 |
|
|
2017
Q2 | $1.49M | Buy |
32,750
+7,442
| +29% | +$338K | 0.01% | 292 |
|
|
2017
Q1 | $1.13M | Buy |
25,308
+6,189
| +32% | +$277K | 0.01% | 314 |
|
|
2016
Q4 | $899K | Buy |
+19,119
| New | +$899K | 0.01% | 348 |
|
|
2016
Q3 | – | Sell |
-15,740
| Closed | -$561K | – | 1390 |
|
|
2016
Q2 | $561K | Buy |
15,740
+1,340
| +9% | +$47.8K | 0.01% | 385 |
|
|
2016
Q1 | $479K | Sell |
14,400
-295
| -2% | -$9.81K | 0.01% | 400 |
|
|
2015
Q4 | $556K | Buy |
14,695
+3,688
| +34% | +$140K | 0.01% | 335 |
|
|
2015
Q3 | $392K | Buy |
11,007
+1,333
| +14% | +$47.5K | 0.01% | 371 |
|
|
2015
Q2 | $390K | Buy |
9,674
+304
| +3% | +$12.3K | 0.01% | 365 |
|
|
2015
Q1 | $365K | Buy |
9,370
+381
| +4% | +$14.8K | 0.01% | 362 |
|
|
2014
Q4 | $350K | Buy |
8,989
+1,733
| +24% | +$67.5K | 0.01% | 353 |
|
|
2014
Q3 | $270K | Sell |
7,256
-82
| -1% | -$3.05K | 0.01% | 369 |
|
|
2014
Q2 | $289K | Sell |
7,338
-96
| -1% | -$3.78K | 0.01% | 342 |
|
|
2014
Q1 | $299K | Sell |
7,434
-1,283
| -15% | -$51.6K | 0.01% | 332 |
|
|
2013
Q4 | $325K | Buy |
8,717
+137
| +2% | +$5.11K | 0.01% | 313 |
|
|
2013
Q3 | $290K | Sell |
8,580
-503
| -6% | -$17K | 0.02% | 303 |
|
|
2013
Q2 | $307K | Buy |
+9,083
| New | +$307K | 0.02% | 294 |
|