RJFSA
Raymond James Financial Services Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.8M | Sell |
673,172
-104,835
| -13% | -$4.48M | 0.04% | 418 |
|
|
2024
Q2 | $30.2M | Buy |
778,007
+164,485
| +27% | +$6.39M | 0.04% | 383 |
|
|
2024
Q1 | $23.9M | Sell |
613,522
-37,844
| -6% | -$1.48M | 0.04% | 444 |
|
|
2023
Q4 | $24M | Sell |
651,366
-113,370
| -15% | -$4.19M | 0.04% | 419 |
|
|
2023
Q3 | $21.9M | Buy |
764,736
+33,260
| +5% | +$952K | 0.04% | 412 |
|
|
2023
Q2 | $22.2M | Buy |
731,476
+12,886
| +2% | +$391K | 0.04% | 432 |
|
|
2023
Q1 | $24.5M | Buy |
718,590
+60,281
| +9% | +$2.06M | 0.05% | 377 |
|
|
2022
Q4 | $28.3M | Sell |
658,309
-39,808
| -6% | -$1.71M | 0.06% | 330 |
|
|
2022
Q3 | $30.4M | Buy |
698,117
+76,701
| +12% | +$3.34M | 0.07% | 281 |
|
|
2022
Q2 | $29.5M | Sell |
621,416
-8,881
| -1% | -$421K | 0.06% | 294 |
|
|
2022
Q1 | $35.7M | Buy |
630,297
+67,441
| +12% | +$3.82M | 0.07% | 283 |
|
|
2021
Q4 | $33M | Buy |
562,856
+20,861
| +4% | +$1.22M | 0.06% | 304 |
|
|
2021
Q3 | $31.8M | Buy |
541,995
+26,135
| +5% | +$1.53M | 0.06% | 297 |
|
|
2021
Q2 | $28.6M | Buy |
515,860
+24,102
| +5% | +$1.34M | 0.06% | 326 |
|
|
2021
Q1 | $28.7M | Buy |
491,758
+39,263
| +9% | +$2.29M | 0.06% | 307 |
|
|
2020
Q4 | $21.7M | Sell |
452,495
-23,522
| -5% | -$1.13M | 0.05% | 331 |
|
|
2020
Q3 | $18.1M | Buy |
476,017
+90,202
| +23% | +$3.43M | 0.05% | 343 |
|
|
2020
Q2 | $14.5M | Sell |
385,815
-236
| -0.1% | -$8.86K | 0.05% | 364 |
|
|
2020
Q1 | $11.9M | Sell |
386,051
-1,499
| -0.4% | -$46.2K | 0.05% | 331 |
|
|
2019
Q4 | $21.8M | Buy |
387,550
+90,085
| +30% | +$5.07M | 0.07% | 288 |
|
|
2019
Q3 | $15.9M | Sell |
297,465
-50,641
| -15% | -$2.7M | 0.06% | 349 |
|
|
2019
Q2 | $17.1M | Sell |
348,106
-28,270
| -8% | -$1.39M | 0.07% | 318 |
|
|
2019
Q1 | $17.5M | Buy |
376,376
+51,701
| +16% | +$2.41M | 0.07% | 300 |
|
|
2018
Q4 | $14.1M | Sell |
324,675
-21,726
| -6% | -$941K | 0.07% | 283 |
|
|
2018
Q3 | $16.8M | Buy |
346,401
+10,901
| +3% | +$529K | 0.08% | 287 |
|
|
2018
Q2 | $16.9M | Buy |
335,500
+9,808
| +3% | +$495K | 0.09% | 262 |
|
|
2018
Q1 | $16.9M | Buy |
325,692
+26,334
| +9% | +$1.37M | 0.1% | 237 |
|
|
2017
Q4 | $14.9M | Buy |
299,358
+18,452
| +7% | +$917K | 0.09% | 251 |
|
|
2017
Q3 | $13.2M | Sell |
280,906
-8,728
| -3% | -$410K | 0.08% | 281 |
|
|
2017
Q2 | $13.2M | Buy |
289,634
+19,164
| +7% | +$870K | 0.09% | 260 |
|
|
2017
Q1 | $12.1M | Buy |
270,470
+39,612
| +17% | +$1.77M | 0.09% | 262 |
|
|
2016
Q4 | $10.9M | Buy |
230,858
+3,899
| +2% | +$183K | 0.09% | 260 |
|
|
2016
Q3 | $8.56M | Buy |
226,959
+13,298
| +6% | +$502K | 0.08% | 294 |
|
|
2016
Q2 | $7.61M | Sell |
213,661
-1,113
| -0.5% | -$39.6K | 0.07% | 296 |
|
|
2016
Q1 | $7.15M | Buy |
214,774
+33,418
| +18% | +$1.11M | 0.08% | 274 |
|
|
2015
Q4 | $6.86M | Buy |
181,356
+43,621
| +32% | +$1.65M | 0.08% | 299 |
|
|
2015
Q3 | $4.9M | Buy |
137,735
+117,964
| +597% | +$4.2M | 0.08% | 286 |
|
|
2015
Q2 | $797K | Sell |
19,771
-73,510
| -79% | -$2.96M | 0.06% | 376 |
|
|
2015
Q1 | $3.64M | Sell |
93,281
-523
| -0.6% | -$20.4K | 0.18% | 145 |
|
|
2014
Q4 | $3.65M | Sell |
93,804
-567
| -0.6% | -$22.1K | 0.19% | 138 |
|
|
2014
Q3 | $3.51M | Sell |
94,371
-37
| -0% | -$1.38K | 0.19% | 133 |
|
|
2014
Q2 | $3.72M | Buy |
94,408
+1,617
| +2% | +$63.8K | 0.22% | 118 |
|
|
2014
Q1 | $3.73M | Buy |
92,791
+624
| +0.7% | +$25.1K | 0.22% | 119 |
|
|
2013
Q4 | $3.44M | Sell |
92,167
-5,646
| -6% | -$211K | 0.21% | 133 |
|
|
2013
Q3 | $3.3M | Sell |
97,813
-16,418
| -14% | -$554K | 0.22% | 127 |
|
|
2013
Q2 | $3.87M | Buy |
+114,231
| New | +$3.87M | 0.11% | 212 |
|