Orion Portfolio Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.03M | Sell |
97,860
-2,083
| -2% | -$85.7K | 0.04% | 413 |
|
|
2024
Q4 | $4.34M | Buy |
99,943
+2,702
| +3% | +$117K | 0.04% | 371 |
|
|
2024
Q3 | $4.16M | Sell |
97,241
-1,554
| -2% | -$66.5K | 0.04% | 393 |
|
|
2024
Q2 | $3.84M | Sell |
98,795
-437
| -0.4% | -$17K | 0.04% | 391 |
|
|
2024
Q1 | $3.87M | Buy |
99,232
+2,158
| +2% | +$84.1K | 0.04% | 391 |
|
|
2023
Q4 | $3.69M | Sell |
97,074
-5,914
| -6% | -$225K | 0.04% | 384 |
|
|
2023
Q3 | $2.95M | Sell |
102,988
-28,808
| -22% | -$824K | 0.04% | 452 |
|
|
2023
Q2 | $4M | Sell |
131,796
-11,288
| -8% | -$343K | 0.04% | 378 |
|
|
2023
Q1 | $4.88M | Buy |
143,084
+107,719
| +305% | +$3.67M | 0.06% | 280 |
|
|
2022
Q4 | $1.52M | Buy |
35,365
+14,475
| +69% | +$623K | 0.05% | 223 |
|
|
2022
Q3 | $910K | Buy |
20,890
+5,226
| +33% | +$228K | 0.04% | 288 |
|
|
2022
Q2 | $743K | Sell |
15,664
-841
| -5% | -$39.9K | 0.03% | 310 |
|
|
2022
Q1 | $936K | Sell |
16,505
-1,877
| -10% | -$106K | 0.03% | 274 |
|
|
2021
Q4 | $1.08M | Buy |
18,382
+1,433
| +8% | +$83.9K | 0.04% | 254 |
|
|
2021
Q3 | $994K | Buy |
16,949
+4,769
| +39% | +$280K | 0.04% | 259 |
|
|
2021
Q2 | $676K | Buy |
12,180
+915
| +8% | +$50.8K | 0.03% | 300 |
|
|
2021
Q1 | $657K | Sell |
11,265
-1,030
| -8% | -$60.1K | 0.03% | 269 |
|
|
2020
Q4 | $589K | Buy |
12,295
+326
| +3% | +$15.6K | 0.03% | 272 |
|
|
2020
Q3 | $455K | Buy |
11,969
+3,882
| +48% | +$148K | 0.02% | 284 |
|
|
2020
Q2 | $304K | Buy |
8,087
+2,961
| +58% | +$111K | 0.02% | 318 |
|
|
2020
Q1 | $158K | Sell |
5,126
-4,021
| -44% | -$124K | 0.01% | 357 |
|
|
2019
Q4 | $515K | Buy |
+9,147
| New | +$515K | 0.04% | 202 |
|