Novare Capital 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 | $1.89M | Sell |
44,057
-8,536
| -16% | -$367K | 0.15% | 93 |
|
|
2025
Q1 | $2.16M | Sell |
52,593
-18,217
| -26% | -$750K | 0.19% | 87 |
|
|
2024
Q4 | $3.07M | Sell |
70,810
-228,494
| -76% | -$9.91M | 0.26% | 75 |
|
|
2024
Q3 | $12.8M | Buy |
299,304
+1,461
| +0.5% | +$62.5K | 1.08% | 28 |
|
|
2024
Q2 | $11.6M | Sell |
297,843
-9,465
| -3% | -$368K | 1.04% | 33 |
|
|
2024
Q1 | $12M | Buy |
307,308
+19,311
| +7% | +$753K | 1.08% | 31 |
|
|
2023
Q4 | $10.6M | Buy |
287,997
+2,902
| +1% | +$107K | 1.08% | 33 |
|
|
2023
Q3 | $8.16M | Buy |
285,095
+1,161
| +0.4% | +$33.2K | 0.92% | 46 |
|
|
2023
Q2 | $8.62M | Buy |
283,934
+68,429
| +32% | +$2.08M | 0.93% | 45 |
|
|
2023
Q1 | $7.35M | Buy |
215,505
+192,022
| +818% | +$6.55M | 0.84% | 55 |
|
|
2022
Q4 | $1.01M | Buy |
23,483
+5,775
| +33% | +$248K | 0.12% | 104 |
|
|
2022
Q3 | $771K | Sell |
17,708
-844
| -5% | -$36.7K | 0.1% | 106 |
|
|
2022
Q2 | $880K | Buy |
18,552
+200
| +1% | +$9.49K | 0.11% | 101 |
|
|
2022
Q1 | $1.04M | Buy |
18,352
+41
| +0.2% | +$2.33K | 0.11% | 99 |
|
|
2021
Q4 | $1.07M | Buy |
18,311
+1,618
| +10% | +$94.7K | 0.11% | 95 |
|
|
2021
Q3 | $979K | Buy |
16,693
+600
| +4% | +$35.2K | 0.11% | 91 |
|
|
2021
Q2 | $893K | Buy |
16,093
+524
| +3% | +$29.1K | 0.1% | 94 |
|
|
2021
Q1 | $908K | Sell |
15,569
-857
| -5% | -$50K | 0.11% | 91 |
|
|
2020
Q4 | $787K | Sell |
16,426
-2,753
| -14% | -$132K | 0.1% | 93 |
|
|
2020
Q3 | $730K | Sell |
19,179
-1,250
| -6% | -$47.6K | 0.1% | 99 |
|
|
2020
Q2 | $767K | Buy |
20,429
+1,290
| +7% | +$48.4K | 0.11% | 98 |
|
|
2020
Q1 | $590K | Sell |
19,139
-1,023
| -5% | -$31.5K | 0.1% | 103 |
|
|
2019
Q4 | $1.14M | Buy |
20,162
+1,460
| +8% | +$82.3K | 0.16% | 97 |
|
|
2019
Q3 | $998K | Sell |
18,702
-330
| -2% | -$17.6K | 0.15% | 100 |
|
|
2019
Q2 | $935K | Buy |
19,032
+36
| +0.2% | +$1.77K | 0.14% | 104 |
|
|
2019
Q1 | $884K | Sell |
18,996
-70
| -0.4% | -$3.26K | 0.14% | 100 |
|
|
2018
Q4 | $826K | Hold |
19,066
| – | – | 0.15% | 105 |
|
|
2018
Q3 | $925K | Sell |
19,066
-4,000
| -17% | -$194K | 0.15% | 102 |
|
|
2018
Q2 | $1.16M | Sell |
23,066
-300
| -1% | -$15.1K | 0.2% | 98 |
|
|
2018
Q1 | $1.22M | Buy |
23,366
+182
| +0.8% | +$9.47K | 0.21% | 99 |
|
|
2017
Q4 | $1.15M | Sell |
23,184
-533
| -2% | -$26.5K | 0.2% | 107 |
|
|
2017
Q3 | $1.11M | Sell |
23,717
-128,220
| -84% | -$6.02M | 0.2% | 106 |
|
|
2017
Q2 | $6.9M | Sell |
151,937
-1,100
| -0.7% | -$49.9K | 1.55% | 19 |
|
|
2017
Q1 | $6.84M | Buy |
153,037
+13,685
| +10% | +$612K | 1.59% | 19 |
|
|
2016
Q4 | $6.55M | Buy |
139,352
+3,140
| +2% | +$148K | 1.61% | 18 |
|
|
2016
Q3 | $5.14M | Buy |
136,212
+2,475
| +2% | +$93.4K | 1.34% | 30 |
|
|
2016
Q2 | $4.76M | Buy |
133,737
+3,147
| +2% | +$112K | 1.28% | 31 |
|
|
2016
Q1 | $4.35M | Buy |
130,590
+47,360
| +57% | +$1.58M | 1.22% | 36 |
|
|
2015
Q4 | $3.15M | Buy |
83,230
+57,810
| +227% | +$2.19M | 0.86% | 48 |
|
|
2015
Q3 | $905K | Buy |
25,420
+200
| +0.8% | +$7.12K | 0.25% | 82 |
|
|
2015
Q2 | $1.02M | Sell |
25,220
-200
| -0.8% | -$8.07K | 0.25% | 79 |
|
|
2015
Q1 | $991K | Hold |
25,420
| – | – | 0.25% | 77 |
|
|
2014
Q4 | $989K | Sell |
25,420
-1,812
| -7% | -$70.5K | 0.25% | 82 |
|
|
2014
Q3 | $1.01M | Sell |
27,232
-330
| -1% | -$12.3K | 0.25% | 82 |
|
|
2014
Q2 | $1.09M | Sell |
27,562
-200
| -0.7% | -$7.89K | 0.26% | 82 |
|
|
2014
Q1 | $1.12M | Sell |
27,762
-500
| -2% | -$20.1K | 0.3% | 78 |
|
|
2013
Q4 | $1.06M | Sell |
28,262
-996
| -3% | -$37.2K | 0.29% | 82 |
|
|
2013
Q3 | $987K | Buy |
29,258
+846
| +3% | +$28.5K | 0.31% | 80 |
|
|
2013
Q2 | $963K | Buy |
+28,412
| New | +$963K | 0.32% | 78 |
|