Plante Moran Financial 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 | $7.44K | Hold |
173
| – | – | ﹤0.01% | 600 |
|
|
2025
Q1 | $7.12K | Sell |
173
-56
| -24% | -$2.3K | ﹤0.01% | 619 |
|
|
2024
Q4 | $9.93K | Sell |
229
-22
| -9% | -$954 | ﹤0.01% | 575 |
|
|
2024
Q3 | $10.7K | Buy |
251
+78
| +45% | +$3.33K | ﹤0.01% | 600 |
|
|
2024
Q2 | $6.72K | Hold |
173
| – | – | ﹤0.01% | 620 |
|
|
2024
Q1 | $6.74K | Sell |
173
-221
| -56% | -$8.62K | ﹤0.01% | 659 |
|
|
2023
Q4 | $14.5K | Sell |
394
-629
| -61% | -$23.2K | ﹤0.01% | 503 |
|
|
2023
Q3 | $29.3K | Sell |
1,023
-41
| -4% | -$1.17K | ﹤0.01% | 369 |
|
|
2023
Q2 | $32.3K | Buy |
1,064
+104
| +11% | +$3.16K | ﹤0.01% | 364 |
|
|
2023
Q1 | $32.8K | Sell |
960
-17
| -2% | -$580 | ﹤0.01% | 358 |
|
|
2022
Q4 | $42.1K | Buy |
977
+33
| +3% | +$1.42K | 0.01% | 334 |
|
|
2022
Q3 | $41K | Sell |
944
-106
| -10% | -$4.6K | 0.01% | 343 |
|
|
2022
Q2 | $50K | Buy |
1,050
+120
| +13% | +$5.71K | 0.01% | 314 |
|
|
2022
Q1 | $53K | Sell |
930
-219
| -19% | -$12.5K | 0.01% | 325 |
|
|
2021
Q4 | $67K | Sell |
1,149
-920
| -44% | -$53.6K | 0.01% | 308 |
|
|
2021
Q3 | $121K | Buy |
2,069
+1,185
| +134% | +$69.3K | 0.03% | 242 |
|
|
2021
Q2 | $49K | Sell |
884
-805
| -48% | -$44.6K | 0.01% | 377 |
|
|
2021
Q1 | $99K | Buy |
1,689
+855
| +103% | +$50.1K | 0.03% | 245 |
|
|
2020
Q4 | $40K | Buy |
834
+23
| +3% | +$1.1K | 0.01% | 398 |
|
|
2020
Q3 | $31K | Buy |
811
+8
| +1% | +$306 | 0.01% | 406 |
|
|
2020
Q2 | $30K | Buy |
803
+160
| +25% | +$5.98K | 0.01% | 366 |
|
|
2020
Q1 | $20K | Sell |
643
-571
| -47% | -$17.8K | 0.01% | 389 |
|
|
2019
Q4 | $68K | Buy |
1,214
+564
| +87% | +$31.6K | 0.02% | 276 |
|
|
2019
Q3 | $35K | Hold |
650
| – | – | 0.01% | 398 |
|
|
2019
Q2 | $32K | Buy |
+650
| New | +$32K | 0.01% | 417 |
|
|
2019
Q1 | – | Sell |
-140
| Closed | -$6K | – | 929 |
|
|
2018
Q4 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 577 |
|
|
2018
Q2 | – | Sell |
-905
| Closed | -$47K | – | 963 |
|
|
2018
Q1 | $47K | Sell |
905
-60
| -6% | -$3.12K | 0.03% | 353 |
|
|
2017
Q4 | $48K | Buy |
965
+755
| +360% | +$37.6K | 0.03% | 356 |
|
|
2017
Q3 | $10K | Hold |
210
| – | – | 0.01% | 546 |
|
|
2017
Q2 | $10K | Hold |
210
| – | – | 0.01% | 559 |
|
|
2017
Q1 | $9K | Sell |
210
-333
| -61% | -$14.3K | 0.01% | 599 |
|
|
2016
Q4 | $26K | Sell |
543
-44
| -7% | -$2.11K | 0.02% | 446 |
|
|
2016
Q3 | $22K | Buy |
587
+377
| +180% | +$14.1K | 0.01% | 477 |
|
|
2016
Q2 | $7K | Hold |
210
| – | – | 0.01% | 582 |
|
|
2016
Q1 | $7K | Hold |
210
| – | – | 0.01% | 542 |
|
|
2015
Q4 | $8K | Sell |
210
-66
| -24% | -$2.51K | 0.01% | 620 |
|
|
2015
Q3 | $10K | Hold |
276
| – | – | 0.01% | 485 |
|
|
2015
Q2 | $11K | Hold |
276
| – | – | 0.01% | 514 |
|
|
2015
Q1 | $11K | Hold |
276
| – | – | 0.01% | 506 |
|
|
2014
Q4 | $11K | Hold |
276
| – | – | 0.01% | 524 |
|
|
2014
Q3 | $10K | Hold |
276
| – | – | 0.01% | 543 |
|
|
2014
Q2 | $11K | Buy |
276
+210
| +318% | +$8.37K | 0.01% | 513 |
|
|
2014
Q1 | $3K | Sell |
66
-750
| -92% | -$34.1K | ﹤0.01% | 537 |
|
|
2013
Q4 | $30K | Sell |
816
-750
| -48% | -$27.6K | 0.02% | 300 |
|
|
2013
Q3 | $53K | Buy |
1,566
+1,500
| +2,273% | +$50.8K | 0.03% | 183 |
|
|
2013
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 550 |
|