Prospera Financial 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 | $2.22M | Buy |
51,579
+3,950
| +8% | +$170K | 0.04% | 442 |
|
|
2025
Q1 | $1.96M | Buy |
47,629
+2,470
| +5% | +$102K | 0.05% | 393 |
|
|
2024
Q4 | $1.96M | Buy |
45,159
+257
| +0.6% | +$11.2K | 0.05% | 371 |
|
|
2024
Q3 | $1.92M | Sell |
44,902
-3,281
| -7% | -$140K | 0.05% | 345 |
|
|
2024
Q2 | $1.87M | Buy |
48,183
+381
| +0.8% | +$14.8K | 0.05% | 348 |
|
|
2024
Q1 | $1.86M | Sell |
47,802
-6,311
| -12% | -$246K | 0.06% | 340 |
|
|
2023
Q4 | $2M | Sell |
54,113
-14,228
| -21% | -$525K | 0.07% | 303 |
|
|
2023
Q3 | $1.96M | Buy |
68,341
+14,560
| +27% | +$417K | 0.08% | 271 |
|
|
2023
Q2 | $1.63M | Buy |
53,781
+22,688
| +73% | +$689K | 0.06% | 299 |
|
|
2023
Q1 | $1.06M | Buy |
31,093
+6,048
| +24% | +$206K | 0.04% | 408 |
|
|
2022
Q4 | $1.08M | Buy |
25,045
+374
| +2% | +$16.1K | 0.05% | 339 |
|
|
2022
Q3 | $1.08M | Buy |
24,671
+14,310
| +138% | +$624K | 0.06% | 350 |
|
|
2022
Q2 | $492K | Sell |
10,361
-13,739
| -57% | -$652K | 0.03% | 516 |
|
|
2022
Q1 | $1.37M | Buy |
24,100
+1,480
| +7% | +$83.9K | 0.06% | 352 |
|
|
2021
Q4 | $1.32M | Buy |
22,620
+4,797
| +27% | +$281K | 0.06% | 343 |
|
|
2021
Q3 | $1.05M | Buy |
17,823
+4,452
| +33% | +$261K | 0.05% | 356 |
|
|
2021
Q2 | $743K | Buy |
13,371
+436
| +3% | +$24.2K | 0.04% | 433 |
|
|
2021
Q1 | $754K | Sell |
12,935
-6,160
| -32% | -$359K | 0.04% | 394 |
|
|
2020
Q4 | $915K | Buy |
19,095
+2,943
| +18% | +$141K | 0.06% | 313 |
|
|
2020
Q3 | $615K | Sell |
16,152
-1,038
| -6% | -$39.5K | 0.24% | 76 |
|
|
2020
Q2 | $645K | Buy |
17,190
+4,022
| +31% | +$151K | 0.06% | 306 |
|
|
2020
Q1 | $406K | Buy |
13,168
+629
| +5% | +$19.4K | 0.04% | 341 |
|
|
2019
Q4 | $706K | Sell |
12,539
-1,532
| -11% | -$86.3K | 0.05% | 310 |
|
|
2019
Q3 | $751K | Buy |
14,071
+9,329
| +197% | +$498K | 0.08% | 221 |
|
|
2019
Q2 | $234K | Sell |
4,742
-2,296
| -33% | -$113K | 0.03% | 465 |
|
|
2019
Q1 | $342K | Sell |
7,038
-855
| -11% | -$41.5K | 0.11% | 228 |
|
|
2018
Q4 | $344K | Sell |
7,893
-549
| -7% | -$23.9K | 0.07% | 260 |
|
|
2018
Q3 | $424K | Sell |
8,442
-2,238
| -21% | -$112K | 0.08% | 244 |
|
|
2018
Q2 | $540K | Buy |
10,680
+76
| +0.7% | +$3.84K | 0.07% | 215 |
|
|
2018
Q1 | $554K | Buy |
10,604
+1,903
| +22% | +$99.4K | 0.08% | 218 |
|
|
2017
Q4 | $438K | Sell |
8,701
-2,630
| -23% | -$132K | 0.07% | 241 |
|
|
2017
Q3 | $529K | Buy |
11,331
+250
| +2% | +$11.7K | 0.08% | 227 |
|
|
2017
Q2 | $504K | Buy |
11,081
+580
| +6% | +$26.4K | 0.08% | 217 |
|
|
2017
Q1 | $467K | Sell |
10,501
-125
| -1% | -$5.56K | 0.08% | 199 |
|
|
2016
Q4 | $499K | Sell |
10,626
-1,498
| -12% | -$70.3K | 0.1% | 184 |
|
|
2016
Q3 | $457K | Sell |
12,124
-1,125
| -8% | -$42.4K | 0.09% | 195 |
|
|
2016
Q2 | $472K | Sell |
13,249
-4,974
| -27% | -$177K | 0.1% | 174 |
|
|
2016
Q1 | $606K | Buy |
18,223
+5,477
| +43% | +$182K | 0.13% | 122 |
|
|
2015
Q4 | $482K | Sell |
12,746
-20
| -0.2% | -$756 | 0.11% | 134 |
|
|
2015
Q3 | $454K | Buy |
+12,766
| New | +$454K | 0.11% | 130 |
|