Professional Advisory Services’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 | $19.9M | Buy |
462,373
+18,706
| +4% | +$804K | 2.7% | 21 |
|
|
2025
Q1 | $18.3M | Buy |
443,667
+15,743
| +4% | +$648K | 2.56% | 25 |
|
|
2024
Q4 | $18.6M | Sell |
427,924
-29,532
| -6% | -$1.28M | 2.56% | 26 |
|
|
2024
Q3 | $19.6M | Sell |
457,456
-77,575
| -14% | -$3.32M | 2.57% | 25 |
|
|
2024
Q2 | $20.8M | Sell |
535,031
-37,869
| -7% | -$1.47M | 2.84% | 20 |
|
|
2024
Q1 | $22.3M | Buy |
572,900
+11,199
| +2% | +$437K | 3.03% | 11 |
|
|
2023
Q4 | $20.7M | Buy |
561,701
+2,591
| +0.5% | +$95.7K | 2.96% | 13 |
|
|
2023
Q3 | $16M | Buy |
559,110
+29,594
| +6% | +$847K | 2.63% | 24 |
|
|
2023
Q2 | $16.1M | Sell |
529,516
-42,058
| -7% | -$1.28M | 2.44% | 27 |
|
|
2023
Q1 | $19.5M | Buy |
571,574
+89,061
| +18% | +$3.04M | 3.04% | 15 |
|
|
2022
Q4 | $20.8M | Buy |
482,513
+96,456
| +25% | +$4.15M | 3.38% | 14 |
|
|
2022
Q3 | $16.8M | Buy |
386,057
+2,697
| +0.7% | +$117K | 2.92% | 18 |
|
|
2022
Q2 | $18.2M | Buy |
383,360
+63,612
| +20% | +$3.02M | 3.03% | 18 |
|
|
2022
Q1 | $18.1M | Sell |
319,748
-68,460
| -18% | -$3.88M | 2.6% | 23 |
|
|
2021
Q4 | $22.7M | Sell |
388,208
-34,387
| -8% | -$2.01M | 3.09% | 16 |
|
|
2021
Q3 | $24.8M | Buy |
422,595
+24,207
| +6% | +$1.42M | 3.64% | 10 |
|
|
2021
Q2 | $22.1M | Buy |
398,388
+20,929
| +6% | +$1.16M | 3.21% | 16 |
|
|
2021
Q1 | $22M | Sell |
377,459
-48,298
| -11% | -$2.82M | 3.37% | 14 |
|
|
2020
Q4 | $20.4M | Sell |
425,757
-3,253
| -0.8% | -$156K | 3.28% | 13 |
|
|
2020
Q3 | $16.3M | Buy |
+429,010
| New | +$16.3M | 2.91% | 22 |
|
|
2019
Q2 | – | Sell |
-192,004
| Closed | -$8.93M | – | 67 |
|
|
2019
Q1 | $8.93M | Buy |
192,004
+3,916
| +2% | +$182K | 1.79% | 31 |
|
|
2018
Q4 | $8.15M | Buy |
188,088
+1,092
| +0.6% | +$47.3K | 1.81% | 29 |
|
|
2018
Q3 | $9.08M | Buy |
186,996
+9,384
| +5% | +$456K | 1.79% | 31 |
|
|
2018
Q2 | $8.96M | Sell |
177,612
-611
| -0.3% | -$30.8K | 1.85% | 30 |
|
|
2018
Q1 | $9.28M | Sell |
178,223
-18,984
| -10% | -$988K | 2.01% | 28 |
|
|
2017
Q4 | $9.81M | Sell |
197,207
-1,969
| -1% | -$97.9K | 2.07% | 28 |
|
|
2017
Q3 | $9.35M | Sell |
199,176
-6,180
| -3% | -$290K | 1.99% | 30 |
|
|
2017
Q2 | $9.33M | Buy |
205,356
+8,281
| +4% | +$376K | 2.02% | 28 |
|
|
2017
Q1 | $8.81M | Sell |
197,075
-6,568
| -3% | -$294K | 1.95% | 30 |
|
|
2016
Q4 | $9.58M | Sell |
203,643
-20,635
| -9% | -$970K | 2.23% | 27 |
|
|
2016
Q3 | $8.46M | Buy |
+224,278
| New | +$8.46M | 1.93% | 29 |
|