SEI Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.8M | Sell |
530,768
-484,648
| -48% | -$20.8M | 0.03% | 642 |
|
2025
Q1 | $41.8M | Buy |
1,015,416
+25,997
| +3% | +$1.07M | 0.05% | 382 |
|
2024
Q4 | $42.9M | Buy |
989,419
+25,121
| +3% | +$1.09M | 0.06% | 366 |
|
2024
Q3 | $41.2M | Sell |
964,298
-179,512
| -16% | -$7.68M | 0.05% | 378 |
|
2024
Q2 | $44.4M | Sell |
1,143,810
-37,968
| -3% | -$1.48M | 0.06% | 327 |
|
2024
Q1 | $46.1M | Sell |
1,181,778
-4,785
| -0.4% | -$187K | 0.07% | 316 |
|
2023
Q4 | $43.8M | Sell |
1,186,563
-130,997
| -10% | -$4.84M | 0.07% | 306 |
|
2023
Q3 | $37.7M | Buy |
1,317,560
+37,410
| +3% | +$1.07M | 0.07% | 307 |
|
2023
Q2 | $38.9M | Sell |
1,280,150
-55,754
| -4% | -$1.69M | 0.07% | 307 |
|
2023
Q1 | $45.6M | Buy |
1,335,904
+269,037
| +25% | +$9.17M | 0.08% | 257 |
|
2022
Q4 | $45.9M | Buy |
1,066,867
+85,302
| +9% | +$3.67M | 0.1% | 207 |
|
2022
Q3 | $42.7M | Sell |
981,565
-2,692
| -0.3% | -$117K | 0.1% | 225 |
|
2022
Q2 | $46.7M | Buy |
984,257
+268,582
| +38% | +$12.7M | 0.1% | 199 |
|
2022
Q1 | $40.6M | Sell |
715,675
-41,384
| -5% | -$2.35M | 0.08% | 254 |
|
2021
Q4 | $44.3M | Buy |
757,059
+85,808
| +13% | +$5.02M | 0.08% | 245 |
|
2021
Q3 | $39.4M | Buy |
671,251
+97,891
| +17% | +$5.74M | 0.08% | 249 |
|
2021
Q2 | $31.8M | Buy |
573,360
+24,398
| +4% | +$1.35M | 0.07% | 272 |
|
2021
Q1 | $31.4M | Sell |
548,962
-9,773
| -2% | -$559K | 0.08% | 252 |
|
2020
Q4 | $26.7M | Buy |
558,735
+16,439
| +3% | +$787K | 0.07% | 282 |
|
2020
Q3 | $20.6M | Sell |
542,296
-16,370
| -3% | -$622K | 0.06% | 306 |
|
2020
Q2 | $20.9M | Sell |
558,666
-56,874
| -9% | -$2.13M | 0.07% | 290 |
|
2020
Q1 | $18.9M | Buy |
615,540
+515,145
| +513% | +$15.8M | 0.07% | 271 |
|
2019
Q4 | $5.67M | Sell |
100,395
-408,351
| -80% | -$23.1M | 0.02% | 859 |
|
2019
Q3 | $27.2M | Buy |
508,746
+39,303
| +8% | +$2.1M | 0.07% | 257 |
|
2019
Q2 | $23.1M | Buy |
469,443
+2,369
| +0.5% | +$117K | 0.08% | 273 |
|
2019
Q1 | $21.8M | Buy |
467,074
+1,316
| +0.3% | +$61.4K | 0.07% | 273 |
|
2018
Q4 | $22.5M | Buy |
465,758
+1,326
| +0.3% | +$64.2K | 0.08% | 249 |
|
2018
Q3 | $22.6M | Sell |
464,432
-88,721
| -16% | -$4.31M | 0.08% | 241 |
|
2018
Q2 | $27.9M | Buy |
553,153
+486,685
| +732% | +$24.5M | 0.09% | 202 |
|
2018
Q1 | $3.46M | Sell |
66,468
-463,378
| -87% | -$24.1M | 0.01% | 986 |
|
2017
Q4 | $26.4M | Sell |
529,846
-80,828
| -13% | -$4.02M | 0.09% | 238 |
|
2017
Q3 | $28.8M | Buy |
610,674
+80,506
| +15% | +$3.8M | 0.1% | 203 |
|
2017
Q2 | $24.1M | Buy |
530,168
+49,292
| +10% | +$2.24M | 0.1% | 239 |
|
2017
Q1 | $21.5M | Buy |
480,876
+49,072
| +11% | +$2.19M | 0.09% | 242 |
|
2016
Q4 | $21.9M | Sell |
431,804
-102,223
| -19% | -$5.19M | 0.11% | 223 |
|
2016
Q3 | $20.1M | Buy |
534,027
+46,222
| +9% | +$1.74M | 0.1% | 237 |
|
2016
Q2 | $17.4M | Sell |
487,805
-45,468
| -9% | -$1.62M | 0.1% | 241 |
|
2016
Q1 | $17.7M | Buy |
533,273
+22,506
| +4% | +$749K | 0.11% | 226 |
|
2015
Q4 | $19.3M | Buy |
510,767
+286,068
| +127% | +$10.8M | 0.12% | 214 |
|
2015
Q3 | $8M | Buy |
224,699
+65,846
| +41% | +$2.34M | 0.07% | 312 |
|
2015
Q2 | $6.4M | Sell |
158,853
-9,628
| -6% | -$388K | 0.06% | 393 |
|
2015
Q1 | $6.58M | Sell |
168,481
-8,285
| -5% | -$323K | 0.06% | 389 |
|
2014
Q4 | $6.88M | Buy |
+176,766
| New | +$6.88M | 0.06% | 359 |
|