&Partners’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 | $12M | Buy |
279,644
+11,140
| +4% | +$479K | 0.09% | 213 |
|
|
2025
Q1 | $10.9M | Buy |
268,504
+118,156
| +79% | +$4.78M | 0.12% | 176 |
|
|
2024
Q4 | $6.61M | Buy |
150,348
+38,863
| +35% | +$1.71M | 0.08% | 235 |
|
|
2024
Q3 | $4.77M | Buy |
111,485
+28,295
| +34% | +$1.21M | 0.09% | 209 |
|
|
2024
Q2 | $3.23M | Buy |
83,190
+54,536
| +190% | +$2.12M | 0.14% | 155 |
|
|
2024
Q1 | $1.12M | Buy |
28,654
+2,274
| +9% | +$88.6K | 0.15% | 139 |
|
|
2023
Q4 | $974K | Buy |
26,380
+6,050
| +30% | +$223K | 0.24% | 100 |
|
|
2023
Q3 | $582K | Buy |
20,330
+2,958
| +17% | +$84.6K | 0.27% | 71 |
|
|
2023
Q2 | $527K | Buy |
17,372
+1,361
| +9% | +$41.3K | 0.24% | 82 |
|
|
2023
Q1 | $546K | Buy |
16,011
+1,447
| +10% | +$49.3K | 0.26% | 73 |
|
|
2022
Q4 | $627K | Sell |
14,564
-49
| -0.3% | -$2.11K | 0.31% | 65 |
|
|
2022
Q3 | $636K | Buy |
14,613
+6,882
| +89% | +$300K | 0.37% | 64 |
|
|
2022
Q2 | $367K | Buy |
7,731
+16
| +0.2% | +$760 | 0.21% | 102 |
|
|
2022
Q1 | $437K | Buy |
7,715
+113
| +1% | +$6.4K | 0.25% | 97 |
|
|
2021
Q4 | $445K | Buy |
7,602
+12
| +0.2% | +$702 | 0.27% | 89 |
|
|
2021
Q3 | $445K | Buy |
7,590
+13
| +0.2% | +$762 | 0.28% | 83 |
|
|
2021
Q2 | $421K | Buy |
7,577
+1,307
| +21% | +$72.6K | 0.27% | 85 |
|
|
2021
Q1 | $366K | Buy |
6,270
+515
| +9% | +$30.1K | 0.27% | 90 |
|
|
2020
Q4 | $276K | Buy |
5,755
+449
| +8% | +$21.5K | 0.23% | 100 |
|
|
2020
Q3 | $202K | Buy |
+5,306
| New | +$202K | 0.21% | 116 |
|
|
2020
Q2 | – | Sell |
-7,665
| Closed | -$236K | – | 158 |
|
|
2020
Q1 | $236K | Buy |
7,665
+786
| +11% | +$24.2K | 0.37% | 84 |
|
|
2019
Q4 | $387K | Buy |
6,879
+1,708
| +33% | +$96.1K | 0.46% | 71 |
|
|
2019
Q3 | $276K | Buy |
5,171
+14
| +0.3% | +$747 | 0.36% | 100 |
|
|
2019
Q2 | $253K | Buy |
5,157
+13
| +0.3% | +$638 | 0.35% | 97 |
|
|
2019
Q1 | $239K | Buy |
5,144
+11
| +0.2% | +$511 | 0.34% | 101 |
|
|
2018
Q4 | $222K | Buy |
+5,133
| New | +$222K | 0.37% | 96 |
|