Private Trust Company’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $849K | Buy |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $608K | Sell |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $746K | Buy |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $853K | Sell |
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|
2021
Q3 | $875K | Buy |
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|
2021
Q2 | $801K | Buy |
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|
2021
Q1 | $811K | Buy |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $510K | Buy |
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|
2020
Q2 | $475K | Sell |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $786K | Buy |
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|
2019
Q3 | $500K | Buy |
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|
2019
Q2 | $452K | Sell |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q4 | $386K | Sell |
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|
2018
Q3 | $457K | Buy |
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|
2018
Q2 | $440K | Buy |
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|
2018
Q1 | $442K | Sell |
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|
2017
Q4 | $475K | Buy |
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|
2017
Q3 | $434K | Sell |
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|
2017
Q2 | $428K | Buy |
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|
2017
Q1 | $393K | Sell |
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|
2016
Q4 | $419K | Sell |
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|
2016
Q3 | $353K | Sell |
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|
2016
Q2 | $340K | Sell |
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|
2016
Q1 | $324K | Sell |
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|
2015
Q4 | $370K | Sell |
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|
2015
Q3 | $377K | Sell |
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|
2015
Q2 | $437K | Buy |
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|
2015
Q1 | $414K | Sell |
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|
2014
Q4 | $414K | Buy |
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|
2014
Q3 | $381K | Hold |
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|
2014
Q2 | $404K | Buy |
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|
2014
Q1 | $387K | Buy |
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|
2013
Q4 | $357K | Sell |
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|
2013
Q3 | $326K | Buy |
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|
2013
Q2 | $324K | Buy |
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