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