RCAG
Rehmann Capital Advisory Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
9,610
-751
| -7% | -$32.3K | 0.03% | 393 |
|
|
2025
Q1 | $426K | Buy |
10,361
+229
| +2% | +$9.42K | 0.03% | 396 |
|
|
2024
Q4 | $440K | Buy |
10,132
+664
| +7% | +$28.8K | 0.03% | 383 |
|
|
2024
Q3 | $405K | Buy |
9,468
+1,265
| +15% | +$54.1K | 0.03% | 391 |
|
|
2024
Q2 | $319K | Sell |
8,203
-400
| -5% | -$15.5K | 0.02% | 432 |
|
|
2024
Q1 | $335K | Buy |
8,603
+746
| +9% | +$29.1K | 0.03% | 419 |
|
|
2023
Q4 | $290K | Buy |
7,857
+808
| +11% | +$29.8K | 0.02% | 442 |
|
|
2023
Q3 | $202K | Sell |
7,049
-2,937
| -29% | -$84K | 0.02% | 493 |
|
|
2023
Q2 | $303K | Sell |
9,986
-2,325
| -19% | -$70.6K | 0.03% | 419 |
|
|
2023
Q1 | $420K | Buy |
12,311
+371
| +3% | +$12.7K | 0.04% | 334 |
|
|
2022
Q4 | $514K | Sell |
11,940
-434
| -4% | -$18.7K | 0.05% | 294 |
|
|
2022
Q3 | $539K | Sell |
12,374
-412
| -3% | -$17.9K | 0.06% | 275 |
|
|
2022
Q2 | $606K | Sell |
12,786
-463
| -3% | -$22K | 0.07% | 250 |
|
|
2022
Q1 | $751K | Sell |
13,249
-445
| -3% | -$25.2K | 0.07% | 244 |
|
|
2021
Q4 | $802K | Sell |
13,694
-120
| -0.9% | -$7.03K | 0.07% | 233 |
|
|
2021
Q3 | $810K | Sell |
13,814
-774
| -5% | -$45.4K | 0.08% | 223 |
|
|
2021
Q2 | $810K | Sell |
14,588
-16,515
| -53% | -$917K | 0.08% | 218 |
|
|
2021
Q1 | $1.82M | Sell |
31,103
-332
| -1% | -$19.4K | 0.19% | 89 |
|
|
2020
Q4 | $1.51M | Sell |
31,435
-137
| -0.4% | -$6.57K | 0.17% | 102 |
|
|
2020
Q3 | $1.2M | Sell |
31,572
-2,184
| -6% | -$83.1K | 0.15% | 121 |
|
|
2020
Q2 | $1.27M | Buy |
33,756
+2,908
| +9% | +$109K | 0.17% | 108 |
|
|
2020
Q1 | $951K | Buy |
+30,848
| New | +$951K | 0.16% | 114 |
|
|
2019
Q3 | $707K | Buy |
13,255
+1,072
| +9% | +$57.2K | 0.09% | 126 |
|
|
2019
Q2 | $599K | Buy |
12,183
+35
| +0.3% | +$1.72K | 0.07% | 215 |
|
|
2019
Q1 | $565K | Sell |
12,148
-4,877
| -29% | -$227K | 0.08% | 200 |
|
|
2018
Q4 | $738K | Sell |
17,025
-5,320
| -24% | -$230K | 0.11% | 96 |
|
|
2018
Q3 | $1.08M | Buy |
22,345
+751
| +3% | +$36.5K | 0.15% | 117 |
|
|
2018
Q2 | $1.09M | Buy |
21,594
+135
| +0.6% | +$6.81K | 0.16% | 111 |
|
|
2018
Q1 | $1.12M | Sell |
21,459
-101
| -0.5% | -$5.26K | 0.17% | 107 |
|
|
2017
Q4 | $1.07M | Sell |
21,560
-101
| -0.5% | -$5.02K | 0.18% | 110 |
|
|
2017
Q3 | $1.02M | Buy |
21,661
+85
| +0.4% | +$3.99K | 0.18% | 109 |
|
|
2017
Q2 | $980K | Sell |
21,576
-15
| -0.1% | -$681 | 0.19% | 110 |
|
|
2017
Q1 | $965K | Buy |
21,591
+100
| +0.5% | +$4.47K | 0.16% | 123 |
|
|
2016
Q4 | $1.01M | Buy |
21,491
+53
| +0.2% | +$2.49K | 0.18% | 111 |
|
|
2016
Q3 | $809K | Buy |
21,438
+112
| +0.5% | +$4.23K | 0.16% | 121 |
|
|
2016
Q2 | $759K | Buy |
21,326
+80
| +0.4% | +$2.85K | 0.14% | 131 |
|
|
2016
Q1 | $707K | Buy |
+21,246
| New | +$707K | 0.14% | 124 |
|