ProVise Management Group’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
Q1 | – | Sell |
-4,683
| Closed | -$203K | – | 260 |
|
|
2024
Q4 | $203K | Sell |
4,683
-58
| -1% | -$2.59K | 0.02% | 247 |
|
|
2024
Q3 | $203K | Sell |
4,741
-3,027
| -39% | -$128K | 0.02% | 280 |
|
|
2024
Q2 | $302K | Sell |
7,768
-23,567
| -75% | -$890K | 0.03% | 241 |
|
|
2024
Q1 | $1.22M | Sell |
31,335
-1,064
| -3% | -$38.9K | 0.11% | 136 |
|
|
2023
Q4 | $1.2M | Sell |
32,399
-190
| -0.6% | -$5.96K | 0.1% | 161 |
|
|
2023
Q3 | $932K | Buy |
32,589
+7,979
| +32% | +$245K | 0.09% | 174 |
|
|
2023
Q2 | $747K | Buy |
24,610
+5,928
| +32% | +$184K | 0.07% | 195 |
|
|
2023
Q1 | $637K | Buy |
18,682
+2,016
| +12% | +$88K | 0.06% | 202 |
|
|
2022
Q4 | $717K | Buy |
16,666
+2,677
| +19% | +$117K | 0.07% | 179 |
|
|
2022
Q3 | $609K | Buy |
13,989
+4,898
| +54% | +$236K | 0.07% | 188 |
|
|
2022
Q2 | $431K | Buy |
9,091
+2,926
| +47% | +$144K | 0.05% | 223 |
|
|
2022
Q1 | $350K | Buy |
6,165
+1,165
| +23% | +$72K | 0.03% | 264 |
|
|
2021
Q4 | $293K | Sell |
5,000
-396
| -7% | -$24.2K | 0.03% | 308 |
|
|
2021
Q3 | $316K | Buy |
5,396
+198
| +4% | +$11.1K | 0.03% | 276 |
|
|
2021
Q2 | $288K | Sell |
5,198
-77
| -1% | -$4.52K | 0.03% | 305 |
|
|
2021
Q1 | $308K | Hold |
5,275
| – | – | 0.03% | 279 |
|
|
2020
Q4 | $253K | Buy |
+5,275
| New | +$239K | 0.03% | 287 |
|
|
2020
Q3 | – | Sell |
-12,134
| Closed | -$456K | – | 307 |
|
|
2020
Q2 | $456K | Sell |
12,134
-2,691
| -18% | -$96.9K | 0.07% | 190 |
|
|
2020
Q1 | $457K | Buy |
14,825
+275
| +2% | +$13K | 0.08% | 182 |
|
|
2019
Q4 | $819K | Buy |
14,550
+9,427
| +184% | +$510K | 0.1% | 160 |
|
|
2019
Q3 | $274K | Sell |
5,123
-5
| -0.1% | -$248 | 0.04% | 252 |
|
|
2019
Q2 | $252K | Sell |
5,128
-4,816
| -48% | -$236K | 0.03% | 263 |
|
|
2019
Q1 | $463K | Sell |
9,944
-7,956
| -44% | -$388K | 0.07% | 201 |
|
|
2018
Q4 | $781K | Sell |
17,900
-25,789
| -59% | -$1.24M | 0.12% | 157 |
|
|
2018
Q3 | $2.12M | Sell |
43,689
-70,960
| -62% | -$3.64M | 0.28% | 104 |
|
|
2018
Q2 | $10.3K | Buy |
114,649
+529
| +0.5% | +$28.1K | 0.78% | 42 |
|
|
2018
Q1 | $5.94M | Buy |
114,120
+86,657
| +316% | +$4.67M | 0.88% | 32 |
|
|
2017
Q4 | $1.36M | Buy |
27,463
+21,386
| +352% | +$1.03M | 0.2% | 123 |
|
|
2017
Q3 | $285K | Hold |
6,077
| – | – | 0.04% | 263 |
|
|
2017
Q2 | $276K | Buy |
+6,077
| New | +$264K | 0.04% | 275 |
|
Other funds holding TFC
ProVise Management Group's TFC Position: Q1 2025 in Review
ProVise Management Group sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 4,683 shares — an estimated $203K sold.
ProVise Management Group first reported a position in TFC in Q2 2017 and held it in 30 quarters. The position peaked at $5.94M in Q1 2018. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.
- ProVise Management Group reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
- ProVise Management Group sold 4,683 Truist Financial shares in Q1 2025, an estimated $203K.
- ProVise Management Group first reported a position in Truist Financial in Q2 2017 and held it in 30 quarters.
- ProVise Management Group's Truist Financial position peaked at $5.94M in Q1 2018.
- 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.
Based on ProVise Management Group's 13F filing for Q1 2025, filed 8 May 2025.