Private Advisor Group’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.35M Sell
77,989
-4,939
-6% -$212K 0.02% 732
2025
Q1
$3.41M Sell
82,928
-1,626
-2% -$66.9K 0.02% 675
2024
Q4
$3.67M Buy
84,554
+5,080
+6% +$220K 0.02% 630
2024
Q3
$3.4M Buy
79,474
+4,718
+6% +$202K 0.02% 651
2024
Q2
$2.9M Buy
74,756
+916
+1% +$35.6K 0.02% 693
2024
Q1
$2.88M Sell
73,840
-7,316
-9% -$285K 0.02% 652
2023
Q4
$3M Buy
81,156
+640
+0.8% +$23.6K 0.02% 608
2023
Q3
$2.3M Buy
80,516
+21,149
+36% +$605K 0.02% 652
2023
Q2
$1.84M Buy
59,367
+26,398
+80% +$820K 0.02% 747
2023
Q1
$1.12M Sell
32,969
-4,771
-13% -$163K 0.01% 936
2022
Q4
$479K Sell
37,740
-299
-0.8% -$3.8K 0.02% 581
2022
Q3
$1.66M Sell
38,039
-31,262
-45% -$1.36M 0.02% 705
2022
Q2
$3.29M Buy
69,301
+1,987
+3% +$94.2K 0.03% 555
2022
Q1
$3.82M Sell
67,314
-3,105
-4% -$176K 0.03% 545
2021
Q4
$4.12M Sell
70,419
-17,111
-20% -$1M 0.03% 525
2021
Q3
$5.13M Buy
87,530
+38,567
+79% +$2.26M 0.03% 498
2021
Q2
$2.72M Buy
48,963
+7,440
+18% +$413K 0.02% 642
2021
Q1
$2.42M Buy
41,523
+5,270
+15% +$307K 0.02% 629
2020
Q4
$1.74M Buy
36,253
+5,066
+16% +$243K 0.02% 700
2020
Q3
$1.18M Sell
31,187
-2,114
-6% -$80.1K 0.02% 727
2020
Q2
$1.25M Sell
33,301
-4,571
-12% -$172K 0.02% 676
2020
Q1
$1.17M Sell
37,872
-3,601
-9% -$111K 0.02% 605
2019
Q4
$2.34M Buy
41,473
+2,876
+7% +$162K 0.04% 479
2019
Q3
$2.07M Buy
38,597
+4,797
+14% +$257K 0.03% 523
2019
Q2
$1.66M Sell
33,800
-27
-0.1% -$1.33K 0.03% 537
2019
Q1
$1.57M Buy
33,827
+4,183
+14% +$195K 0.03% 513
2018
Q4
$1.28M Sell
29,644
-9,643
-25% -$417K 0.03% 508
2018
Q3
$1.91M Buy
39,287
+7,469
+23% +$363K 0.04% 450
2018
Q2
$1.62M Buy
31,818
+20,383
+178% +$1.04M 0.03% 339
2018
Q1
$597K Sell
11,435
-14,429
-56% -$753K 0.02% 598
2017
Q4
$1.33M Sell
25,864
-7,320
-22% -$376K 0.06% 344
2017
Q3
$1.58M Buy
33,184
+1,365
+4% +$64.8K 0.04% 444
2017
Q2
$1.44M Sell
31,819
-399,765
-93% -$18.1M 0.04% 437
2017
Q1
$6.56M Buy
431,584
+400,114
+1,271% +$6.08M 0.18% 129
2016
Q4
$1.47M Buy
31,470
+9,654
+44% +$452K 0.05% 385
2016
Q3
$835K Sell
21,816
-8,089
-27% -$310K 0.03% 480
2016
Q2
$1.03M Buy
29,905
+11,276
+61% +$389K 0.04% 405
2016
Q1
$632K Buy
18,629
+2,228
+14% +$75.6K 0.03% 494
2015
Q4
$620K Buy
16,401
+2,351
+17% +$88.9K 0.03% 529
2015
Q3
$500K Buy
14,050
+1,474
+12% +$52.5K 0.03% 575
2015
Q2
$507K Buy
12,576
+899
+8% +$36.2K 0.02% 589
2015
Q1
$455K Buy
11,677
+827
+8% +$32.2K 0.03% 591
2014
Q4
$422K Buy
10,850
+1,769
+19% +$68.8K 0.03% 598
2014
Q3
$338K Buy
9,081
+1,755
+24% +$65.3K 0.02% 655
2014
Q2
$289K Sell
7,326
-128
-2% -$5.05K 0.02% 670
2014
Q1
$299K Sell
7,454
-274
-4% -$11K 0.03% 570
2013
Q4
$288K Buy
+7,728
New +$288K 0.03% 536