Sheaff Brock Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.94M | Sell |
192,888
-7,307
| -4% | -$326K | 0.73% | 37 |
|
|
2024
Q4 | $8.68M | Sell |
200,195
-3,042
| -1% | -$136K | 0.76% | 30 |
|
|
2024
Q3 | $8.69M | Buy |
203,237
+4,518
| +2% | +$191K | 0.76% | 31 |
|
|
2024
Q2 | $7.72M | Sell |
198,719
-32,513
| -14% | -$1.23M | 0.72% | 36 |
|
|
2024
Q1 | $9.01M | Buy |
231,232
+207,203
| +862% | +$7.58M | 0.57% | 30 |
|
|
2023
Q4 | $887K | Sell |
24,029
-100
| -0.4% | -$3.14K | 0.07% | 194 |
|
|
2023
Q3 | $690K | Hold |
24,129
| – | – | 0.06% | 202 |
|
|
2023
Q2 | $732K | Sell |
24,129
-200
| -0.8% | -$6.21K | 0.06% | 206 |
|
|
2023
Q1 | $830K | Sell |
24,329
-800
| -3% | -$34.9K | 0.08% | 194 |
|
|
2022
Q4 | $1.08M | Buy |
25,129
+1,642
| +7% | +$72K | 0.11% | 155 |
|
|
2022
Q3 | $1.02M | Hold |
23,487
| – | – | 0.11% | 150 |
|
|
2022
Q2 | $1.11M | Buy |
23,487
+100
| +0.4% | +$4.93K | 0.09% | 144 |
|
|
2022
Q1 | $1.33M | Buy |
23,387
+170
| +0.7% | +$10.5K | 0.09% | 147 |
|
|
2021
Q4 | $1.36M | Buy |
23,217
+179
| +0.8% | +$10.9K | 0.09% | 147 |
|
|
2021
Q3 | $1.35M | Buy |
23,038
+221
| +1% | +$12.3K | 0.1% | 147 |
|
|
2021
Q2 | $1.27M | Hold |
22,817
| – | – | 0.09% | 141 |
|
|
2021
Q1 | $1.33M | Sell |
22,817
-2,065
| -8% | -$113K | 0.1% | 125 |
|
|
2020
Q4 | $1.19M | Sell |
24,882
-117
| -0.5% | -$5.3K | 0.1% | 131 |
|
|
2020
Q3 | $951K | Buy |
24,999
+117
| +0.5% | +$4.41K | 0.09% | 138 |
|
|
2020
Q2 | $934K | Hold |
24,882
| – | – | 0.09% | 133 |
|
|
2020
Q1 | $767K | Sell |
24,882
-100
| -0.4% | -$4.73K | 0.1% | 125 |
|
|
2019
Q4 | $1.41M | Buy |
24,982
+146
| +0.6% | +$7.91K | 0.14% | 99 |
|
|
2019
Q3 | $1.32M | Buy |
24,836
+584
| +2% | +$28.9K | 0.14% | 107 |
|
|
2019
Q2 | $1.19M | Buy |
24,252
+187
| +0.8% | +$9.16K | 0.13% | 112 |
|
|
2019
Q1 | $1.12M | Buy |
24,065
+177
| +0.7% | +$8.63K | 0.14% | 118 |
|
|
2018
Q4 | $1.03M | Sell |
23,888
-1,086
| -4% | -$52.1K | 0.16% | 110 |
|
|
2018
Q3 | $1.21M | Sell |
24,974
-4
| -0% | -$205 | 0.11% | 123 |
|
|
2018
Q2 | $1.26M | Buy |
24,978
+786
| +3% | +$41.8K | 0.12% | 116 |
|
|
2018
Q1 | $1.26M | Sell |
24,192
-15
| -0.1% | -$808 | 0.13% | 116 |
|
|
2017
Q4 | $1.2M | Buy |
24,207
+251
| +1% | +$12.1K | 0.16% | 127 |
|
|
2017
Q3 | $1.13M | Sell |
23,956
-241
| -1% | -$11.1K | 0.15% | 128 |
|
|
2017
Q2 | $1.1M | Sell |
24,197
-345
| -1% | -$15K | 0.14% | 140 |
|
|
2017
Q1 | $1.1M | Buy |
24,542
+3
| +0% | +$140 | 0.14% | 133 |
|
|
2016
Q4 | $1.15M | Buy |
24,539
+1,636
| +7% | +$69.6K | 0.15% | 135 |
|
|
2016
Q3 | $864K | Sell |
22,903
-496
| -2% | -$18.5K | 0.12% | 183 |
|
|
2016
Q2 | $833K | Sell |
23,399
-42
| -0.2% | -$1.47K | 0.11% | 196 |
|
|
2016
Q1 | $780K | Sell |
23,441
-761
| -3% | -$25.3K | 0.1% | 207 |
|
|
2015
Q4 | $915K | Buy |
+24,202
| New | +$910K | 0.1% | 194 |
|
Other funds holding TFC
Sheaff Brock Investment Advisors's TFC Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Truist Financial (TFC) stake by 3.6% in Q1 2025, selling an estimated $326K and leaving 192,888 shares worth $7.94M. The position accounts for 0.73% of the portfolio, ranked #37.
Sheaff Brock Investment Advisors first reported a position in TFC in Q4 2015 and has held it in 38 quarters since. The position peaked at $9.01M in Q1 2024. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.
- Sheaff Brock Investment Advisors held 192,888 shares of Truist Financial worth $7.94M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 7,307 Truist Financial shares in Q1 2025, an estimated $326K.
- Truist Financial made up 0.73% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #37 holding.
- Sheaff Brock Investment Advisors first reported a position in Truist Financial in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Truist Financial position peaked at $9.01M in Q1 2024.
- 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.