Shell Asset Management’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
Q2 | $702K | Buy |
|
|||||
|
2025
Q1 | $443K | Buy |
|
|||||
|
2024
Q4 | $425K | Buy |
|
|||||
|
2024
Q3 | $413K | Buy |
|
|||||
|
2024
Q1 | $343K | Sell |
|
|||||
|
2023
Q4 | $424K | Sell |
|
|||||
|
2023
Q3 | $415K | Sell |
|
|||||
|
2023
Q2 | $448K | Sell |
|
|||||
|
2023
Q1 | $2M | Sell |
|
|||||
|
2022
Q4 | $2.55M | Sell |
|
|||||
|
2022
Q3 | $2.59M | Sell |
|
|||||
|
2022
Q2 | $3.57M | Buy |
|
|||||
|
2022
Q1 | $4.08M | Buy |
|
|||||
|
2021
Q4 | $4.21M | Buy |
|
|||||
|
2021
Q3 | $3.36M | Buy |
|
|||||
|
2021
Q2 | $3.1M | Sell |
|
|||||
|
2021
Q1 | $5.24M | Buy |
|
|||||
|
2020
Q4 | $3.95M | Buy |
|
|||||
|
2020
Q3 | $1.93M | Buy |
|
|||||
|
2020
Q2 | $1.68M | Sell |
|
|||||
|
2020
Q1 | $2.85M | Sell |
|
|||||
|
2019
Q4 | $5.58M | Buy |
|
|||||
|
2019
Q3 | $2.46M | Hold |
|
|||||
|
2019
Q2 | $2.27M | Sell |
|
|||||
|
2019
Q1 | $2.25M | Buy |
|
|||||
|
2018
Q4 | $2.01M | Sell |
|
|||||
|
2018
Q3 | $2.83M | Sell |
|
|||||
|
2018
Q2 | $2.99M | Sell |
|
|||||
|
2018
Q1 | $3.56M | Hold |
|
|||||
|
2017
Q4 | $3.4M | Buy |
|
|||||
|
2017
Q3 | $2.43M | Sell |
|
|||||
|
2017
Q2 | $2.88M | Sell |
|
|||||
|
2017
Q1 | $4.51M | Buy |
|
|||||
|
2016
Q4 | $4.63M | Buy |
|
|||||
|
2016
Q3 | $3.4M | Buy |
|