Parallel Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
14,343
+3,949
| +38% | +$170K | 0.01% | 560 |
|
|
2025
Q1 | $428K | Sell |
10,394
-609
| -6% | -$25.1K | 0.01% | 633 |
|
|
2024
Q4 | $477K | Sell |
11,003
-38
| -0.3% | -$1.65K | 0.01% | 588 |
|
|
2024
Q3 | $472K | Buy |
11,041
+1,198
| +12% | +$51.2K | 0.01% | 587 |
|
|
2024
Q2 | $382K | Buy |
9,843
+473
| +5% | +$18.4K | 0.01% | 616 |
|
|
2024
Q1 | $365K | Buy |
9,370
+1,671
| +22% | +$65.1K | 0.01% | 636 |
|
|
2023
Q4 | $284K | Buy |
7,699
+2,286
| +42% | +$84.4K | 0.01% | 669 |
|
|
2023
Q3 | $155K | Sell |
5,413
-509
| -9% | -$14.6K | 0.01% | 890 |
|
|
2023
Q2 | $180K | Sell |
5,922
-1,021
| -15% | -$31K | 0.01% | 825 |
|
|
2023
Q1 | $237K | Sell |
6,943
-680
| -9% | -$23.2K | 0.01% | 699 |
|
|
2022
Q4 | $328K | Sell |
7,623
-6,426
| -46% | -$277K | 0.01% | 526 |
|
|
2022
Q3 | $612K | Sell |
14,049
-1,562
| -10% | -$68K | 0.03% | 339 |
|
|
2022
Q2 | $740K | Buy |
15,611
+564
| +4% | +$26.7K | 0.03% | 294 |
|
|
2022
Q1 | $884K | Sell |
15,047
-876
| -6% | -$51.5K | 0.04% | 296 |
|
|
2021
Q4 | $932K | Buy |
15,923
+762
| +5% | +$44.6K | 0.03% | 286 |
|
|
2021
Q3 | $889K | Buy |
15,161
+1,189
| +9% | +$69.7K | 0.04% | 277 |
|
|
2021
Q2 | $775K | Buy |
13,972
+910
| +7% | +$50.5K | 0.03% | 296 |
|
|
2021
Q1 | $762K | Buy |
13,062
+595
| +5% | +$34.7K | 0.04% | 277 |
|
|
2020
Q4 | $598K | Buy |
12,467
+660
| +6% | +$31.7K | 0.03% | 299 |
|
|
2020
Q3 | $449K | Buy |
11,807
+2,700
| +30% | +$103K | 0.03% | 331 |
|
|
2020
Q2 | $341K | Sell |
9,107
-370
| -4% | -$13.9K | 0.02% | 382 |
|
|
2020
Q1 | $292K | Sell |
9,477
-1,999
| -17% | -$61.6K | 0.02% | 356 |
|
|
2019
Q4 | $646K | Buy |
11,476
+3,020
| +36% | +$170K | 0.05% | 245 |
|
|
2019
Q3 | $451K | Buy |
8,456
+588
| +7% | +$31.4K | 0.04% | 280 |
|
|
2019
Q2 | $387K | Buy |
7,868
+4,761
| +153% | +$234K | 0.04% | 286 |
|
|
2019
Q1 | $145K | Buy |
3,107
+1,411
| +83% | +$65.9K | 0.02% | 495 |
|
|
2018
Q4 | $73K | Sell |
1,696
-300
| -15% | -$12.9K | 0.01% | 636 |
|
|
2018
Q3 | $97K | Hold |
1,996
| – | – | 0.01% | 614 |
|
|
2018
Q2 | $100K | Buy |
1,996
+340
| +21% | +$17K | 0.01% | 540 |
|
|
2018
Q1 | $86K | Hold |
1,656
| – | – | 0.01% | 544 |
|
|
2017
Q4 | $82K | Hold |
1,656
| – | – | 0.01% | 547 |
|
|
2017
Q3 | $77K | Sell |
1,656
-40
| -2% | -$1.86K | 0.01% | 552 |
|
|
2017
Q2 | $80K | Buy |
1,696
+508
| +43% | +$24K | 0.02% | 545 |
|
|
2017
Q1 | $52K | Buy |
1,188
+50
| +4% | +$2.19K | 0.01% | 637 |
|
|
2016
Q4 | $54K | Buy |
+1,138
| New | +$54K | 0.01% | 560 |
|