Sandy Spring Bank’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $3.01M | Sell |
73,187
-9,942
| -12% | -$409K | 0.13% | 143 |
|
2024
Q4 | $3.61M | Sell |
83,129
-31
| -0% | -$1.35K | 0.15% | 128 |
|
2024
Q3 | $3.56M | Sell |
83,160
-7,041
| -8% | -$301K | 0.15% | 128 |
|
2024
Q2 | $3.5M | Sell |
90,201
-10,524
| -10% | -$409K | 0.15% | 128 |
|
2024
Q1 | $3.93M | Sell |
100,725
-4,454
| -4% | -$174K | 0.18% | 119 |
|
2023
Q4 | $3.88M | Buy |
105,179
+3,451
| +3% | +$127K | 0.19% | 114 |
|
2023
Q3 | $2.91M | Sell |
101,728
-2,243
| -2% | -$64.2K | 0.16% | 126 |
|
2023
Q2 | $3.16M | Sell |
103,971
-2,875
| -3% | -$87.3K | 0.17% | 128 |
|
2023
Q1 | $3.64M | Sell |
106,846
-2,201
| -2% | -$75.1K | 0.21% | 112 |
|
2022
Q4 | $4.69M | Sell |
109,047
-2,233
| -2% | -$96.1K | 0.28% | 91 |
|
2022
Q3 | $4.85M | Sell |
111,280
-5,455
| -5% | -$238K | 0.31% | 85 |
|
2022
Q2 | $5.54M | Sell |
116,735
-2,478
| -2% | -$118K | 0.33% | 78 |
|
2022
Q1 | $6.76M | Sell |
119,213
-118
| -0.1% | -$6.69K | 0.34% | 73 |
|
2021
Q4 | $6.99M | Sell |
119,331
-1,413
| -1% | -$82.7K | 0.33% | 72 |
|
2021
Q3 | $7.08M | Sell |
120,744
-514
| -0.4% | -$30.1K | 0.38% | 64 |
|
2021
Q2 | $6.73M | Buy |
121,258
+258
| +0.2% | +$14.3K | 0.36% | 69 |
|
2021
Q1 | $7.06M | Sell |
121,000
-6,099
| -5% | -$356K | 0.41% | 63 |
|
2020
Q4 | $6.09M | Sell |
127,099
-3,424
| -3% | -$164K | 0.37% | 68 |
|
2020
Q3 | $4.97M | Sell |
130,523
-2,457
| -2% | -$93.5K | 0.34% | 73 |
|
2020
Q2 | $4.99M | Sell |
132,980
-5,065
| -4% | -$190K | 0.37% | 69 |
|
2020
Q1 | $4.26M | Sell |
138,045
-2,012
| -1% | -$62.1K | 0.39% | 71 |
|
2019
Q4 | $7.89M | Buy |
140,057
+123,081
| +725% | +$6.93M | 0.57% | 40 |
|
2019
Q3 | $906K | Buy |
16,976
+2,897
| +21% | +$155K | 0.07% | 198 |
|
2019
Q2 | $692K | Buy |
14,079
+481
| +4% | +$23.6K | 0.06% | 205 |
|
2019
Q1 | $633K | Sell |
13,598
-3,126
| -19% | -$146K | 0.05% | 207 |
|
2018
Q4 | $725K | Buy |
16,724
+280
| +2% | +$12.1K | 0.07% | 196 |
|
2018
Q3 | $799K | Buy |
16,444
+230
| +1% | +$11.2K | 0.07% | 193 |
|
2018
Q2 | $818K | Buy |
16,214
+176
| +1% | +$8.88K | 0.07% | 197 |
|
2018
Q1 | $835K | Buy |
16,038
+4,650
| +41% | +$242K | 0.07% | 202 |
|
2017
Q4 | $566K | Sell |
11,388
-382
| -3% | -$19K | 0.05% | 211 |
|
2017
Q3 | $553K | Buy |
11,770
+670
| +6% | +$31.5K | 0.05% | 214 |
|
2017
Q2 | $504K | Buy |
11,100
+85
| +0.8% | +$3.86K | 0.05% | 219 |
|
2017
Q1 | $493K | Buy |
11,015
+157
| +1% | +$7.03K | 0.05% | 223 |
|
2016
Q4 | $511K | Sell |
10,858
-1,709
| -14% | -$80.4K | 0.05% | 219 |
|
2016
Q3 | $474K | Buy |
12,567
+606
| +5% | +$22.9K | 0.05% | 225 |
|
2016
Q2 | $426K | Buy |
11,961
+785
| +7% | +$28K | 0.05% | 226 |
|
2016
Q1 | $371K | Hold |
11,176
| – | – | 0.04% | 230 |
|
2015
Q4 | $423K | Sell |
11,176
-344
| -3% | -$13K | 0.05% | 224 |
|
2015
Q3 | $410K | Buy |
11,520
+71
| +0.6% | +$2.53K | 0.05% | 227 |
|
2015
Q2 | $461K | Sell |
11,449
-1,101
| -9% | -$44.3K | 0.05% | 227 |
|
2015
Q1 | $490K | Buy |
12,550
+777
| +7% | +$30.3K | 0.06% | 218 |
|
2014
Q4 | $458K | Sell |
11,773
-100
| -0.8% | -$3.89K | 0.05% | 210 |
|
2014
Q3 | $442K | Sell |
11,873
-489
| -4% | -$18.2K | 0.05% | 223 |
|
2014
Q2 | $487K | Sell |
12,362
-600
| -5% | -$23.6K | 0.06% | 212 |
|
2014
Q1 | $521K | Buy |
12,962
+3,824
| +42% | +$154K | 0.08% | 197 |
|
2013
Q4 | $341K | Sell |
9,138
-50
| -0.5% | -$1.87K | 0.05% | 219 |
|
2013
Q3 | $310K | Sell |
9,188
-221
| -2% | -$7.46K | 0.05% | 217 |
|
2013
Q2 | $319K | Buy |
+9,409
| New | +$319K | 0.05% | 209 |
|