Pinnacle Associates’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 | $10M | Sell |
232,739
-3,225
| -1% | -$139K | 0.14% | 162 |
|
|
2025
Q1 | $9.71M | Buy |
235,964
+54
| +0% | +$2.22K | 0.14% | 154 |
|
|
2024
Q4 | $10.2M | Buy |
235,910
+16,452
| +7% | +$714K | 0.14% | 154 |
|
|
2024
Q3 | $8.1M | Buy |
219,458
+2,829
| +1% | +$104K | 0.14% | 177 |
|
|
2024
Q2 | $8.42M | Buy |
216,629
+649
| +0.3% | +$25.2K | 0.13% | 172 |
|
|
2024
Q1 | $8.42M | Sell |
215,980
-3,478
| -2% | -$136K | 0.13% | 182 |
|
|
2023
Q4 | $8.1M | Sell |
219,458
-15,162
| -6% | -$560K | 0.14% | 180 |
|
|
2023
Q3 | $6.71M | Sell |
234,620
-12,286
| -5% | -$352K | 0.12% | 187 |
|
|
2023
Q2 | $7.49M | Buy |
246,906
+22,096
| +10% | +$671K | 0.13% | 181 |
|
|
2023
Q1 | $7.67M | Buy |
224,810
+19,759
| +10% | +$674K | 0.16% | 157 |
|
|
2022
Q4 | $8.82M | Buy |
205,051
+10,579
| +5% | +$455K | 0.19% | 141 |
|
|
2022
Q3 | $8.47M | Sell |
194,472
-1,527
| -0.8% | -$66.5K | 0.19% | 144 |
|
|
2022
Q2 | $9.3M | Buy |
195,999
+18,747
| +11% | +$889K | 0.2% | 138 |
|
|
2022
Q1 | $10.1M | Buy |
177,252
+9,222
| +5% | +$523K | 0.18% | 148 |
|
|
2021
Q4 | $9.84M | Sell |
168,030
-7,759
| -4% | -$454K | 0.17% | 149 |
|
|
2021
Q3 | $10.3M | Buy |
175,789
+767
| +0.4% | +$45K | 0.19% | 137 |
|
|
2021
Q2 | $9.71M | Buy |
175,022
+1,873
| +1% | +$104K | 0.18% | 143 |
|
|
2021
Q1 | $10.1M | Buy |
173,149
+10,544
| +6% | +$615K | 0.19% | 136 |
|
|
2020
Q4 | $7.79M | Buy |
162,605
+12,249
| +8% | +$587K | 0.16% | 146 |
|
|
2020
Q3 | $5.72M | Buy |
150,356
+11,718
| +8% | +$446K | 0.14% | 165 |
|
|
2020
Q2 | $5.21M | Buy |
138,638
+4,627
| +3% | +$174K | 0.13% | 172 |
|
|
2020
Q1 | $4.13M | Buy |
134,011
+5,232
| +4% | +$161K | 0.13% | 176 |
|
|
2019
Q4 | $7.25M | Buy |
128,779
+6,344
| +5% | +$357K | 0.16% | 158 |
|
|
2019
Q3 | $6.53M | Sell |
122,435
-714
| -0.6% | -$38.1K | 0.15% | 161 |
|
|
2019
Q2 | $6.05M | Sell |
123,149
-517
| -0.4% | -$25.4K | 0.14% | 178 |
|
|
2019
Q1 | $5.75M | Sell |
123,666
-1,233
| -1% | -$57.4K | 0.13% | 187 |
|
|
2018
Q4 | $5.41M | Sell |
124,899
-56,056
| -31% | -$2.43M | 0.14% | 174 |
|
|
2018
Q3 | $8.78M | Sell |
180,955
-4,758
| -3% | -$231K | 0.18% | 152 |
|
|
2018
Q2 | $9.37M | Buy |
185,713
+33,622
| +22% | +$1.7M | 0.19% | 142 |
|
|
2018
Q1 | $7.92M | Buy |
152,091
+26,911
| +21% | +$1.4M | 0.16% | 161 |
|
|
2017
Q4 | $6.22M | Buy |
125,180
+9,169
| +8% | +$456K | 0.12% | 180 |
|
|
2017
Q3 | $5.45M | Buy |
116,011
+66
| +0.1% | +$3.1K | 0.1% | 195 |
|
|
2017
Q2 | $5.27M | Buy |
115,945
+4,728
| +4% | +$215K | 0.1% | 194 |
|
|
2017
Q1 | $4.97M | Sell |
111,217
-2,189
| -2% | -$97.8K | 0.09% | 203 |
|
|
2016
Q4 | $5.33M | Sell |
113,406
-1,636
| -1% | -$76.9K | 0.11% | 186 |
|
|
2016
Q3 | $4.34M | Sell |
115,042
-10,984
| -9% | -$414K | 0.09% | 217 |
|
|
2016
Q2 | $4.49M | Sell |
126,026
-4,583
| -4% | -$163K | 0.1% | 212 |
|
|
2016
Q1 | $4.35M | Sell |
130,609
-76
| -0.1% | -$2.53K | 0.09% | 211 |
|
|
2015
Q4 | $4.94M | Buy |
130,685
+1,653
| +1% | +$62.5K | 0.1% | 189 |
|
|
2015
Q3 | $4.59M | Sell |
129,032
-668
| -0.5% | -$23.8K | 0.1% | 196 |
|
|
2015
Q2 | $5.23M | Sell |
129,700
-180
| -0.1% | -$7.26K | 0.1% | 195 |
|
|
2015
Q1 | $5.06M | Buy |
129,880
+587
| +0.5% | +$22.9K | 0.09% | 196 |
|
|
2014
Q4 | $5.03M | Buy |
129,293
+22,638
| +21% | +$880K | 0.1% | 193 |
|
|
2014
Q3 | $3.97M | Buy |
106,655
+755
| +0.7% | +$28.1K | 0.08% | 213 |
|
|
2014
Q2 | $4.18M | Sell |
105,900
-507
| -0.5% | -$20K | 0.08% | 205 |
|
|
2014
Q1 | $4.27M | Buy |
106,407
+2,822
| +3% | +$113K | 0.08% | 193 |
|
|
2013
Q4 | $3.87M | Sell |
103,585
-4,180
| -4% | -$156K | 0.08% | 209 |
|
|
2013
Q3 | $3.64M | Sell |
107,765
-530
| -0.5% | -$17.9K | 0.08% | 204 |
|
|
2013
Q2 | $3.67M | Buy |
+108,295
| New | +$3.67M | 0.08% | 196 |
|