OneDigital 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 | $1.6M | Sell |
37,222
-817
| -2% | -$35.1K | 0.02% | 492 |
|
|
2025
Q1 | $1.57M | Buy |
38,039
+4,133
| +12% | +$170K | 0.02% | 467 |
|
|
2024
Q4 | $1.47M | Buy |
33,906
+697
| +2% | +$30.2K | 0.02% | 510 |
|
|
2024
Q3 | $1.42M | Buy |
33,209
+875
| +3% | +$37.4K | 0.02% | 550 |
|
|
2024
Q2 | $1.26M | Buy |
32,334
+3,829
| +13% | +$149K | 0.02% | 545 |
|
|
2024
Q1 | $1.11M | Buy |
28,505
+2,051
| +8% | +$79.9K | 0.02% | 473 |
|
|
2023
Q4 | $977K | Buy |
26,454
+1,509
| +6% | +$55.7K | 0.02% | 488 |
|
|
2023
Q3 | $714K | Sell |
24,945
-1,822
| -7% | -$52.1K | 0.02% | 527 |
|
|
2023
Q2 | $812K | Sell |
26,767
-95
| -0.4% | -$2.88K | 0.02% | 468 |
|
|
2023
Q1 | $916K | Buy |
26,862
+6,931
| +35% | +$236K | 0.02% | 408 |
|
|
2022
Q4 | $858K | Buy |
19,931
+2,147
| +12% | +$92.4K | 0.02% | 389 |
|
|
2022
Q3 | $774K | Sell |
17,784
-681
| -4% | -$29.6K | 0.03% | 353 |
|
|
2022
Q2 | $876K | Buy |
18,465
+586
| +3% | +$27.8K | 0.04% | 285 |
|
|
2022
Q1 | $1.01M | Buy |
17,879
+867
| +5% | +$49.2K | 0.04% | 269 |
|
|
2021
Q4 | $996K | Sell |
17,012
-369
| -2% | -$21.6K | 0.04% | 276 |
|
|
2021
Q3 | $1.02M | Sell |
17,381
-836
| -5% | -$49K | 0.04% | 261 |
|
|
2021
Q2 | $1.01M | Buy |
18,217
+6,105
| +50% | +$339K | 0.04% | 247 |
|
|
2021
Q1 | $706K | Buy |
12,112
+6,287
| +108% | +$366K | 0.03% | 308 |
|
|
2020
Q4 | $279K | Buy |
5,825
+351
| +6% | +$16.8K | 0.01% | 503 |
|
|
2020
Q3 | $208K | Sell |
5,474
-980
| -15% | -$37.2K | 0.01% | 535 |
|
|
2020
Q2 | $242K | Sell |
6,454
-1,207
| -16% | -$45.3K | 0.02% | 489 |
|
|
2020
Q1 | $236K | Sell |
7,661
-144
| -2% | -$4.44K | 0.02% | 418 |
|
|
2019
Q4 | $440K | Buy |
7,805
+1,546
| +25% | +$87.2K | 0.03% | 328 |
|
|
2019
Q3 | $334K | Sell |
6,259
-832
| -12% | -$44.4K | 0.03% | 360 |
|
|
2019
Q2 | $349K | Buy |
7,091
+6,134
| +641% | +$302K | 0.03% | 311 |
|
|
2019
Q1 | $45K | Buy |
957
+573
| +149% | +$26.9K | 0.01% | 515 |
|
|
2018
Q4 | $17K | Sell |
384
-145
| -27% | -$6.42K | ﹤0.01% | 738 |
|
|
2018
Q3 | $26K | Buy |
529
+1
| +0.2% | +$49 | 0.01% | 580 |
|
|
2018
Q2 | $27K | Buy |
528
+1
| +0.2% | +$51 | 0.01% | 705 |
|
|
2018
Q1 | $27K | Buy |
527
+63
| +14% | +$3.23K | 0.01% | 704 |
|
|
2017
Q4 | $23K | Sell |
464
-99
| -18% | -$4.91K | ﹤0.01% | 763 |
|
|
2017
Q3 | $26K | Buy |
563
+282
| +100% | +$13K | 0.01% | 560 |
|
|
2017
Q2 | $13K | Buy |
+281
| New | +$13K | ﹤0.01% | 888 |
|