Sigma Planning Corp’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 | $684K | Sell |
15,905
-4,724
| -23% | -$203K | 0.02% | 655 |
|
|
2025
Q1 | $849K | Buy |
20,629
+5
| +0% | +$206 | 0.03% | 542 |
|
|
2024
Q4 | $895K | Buy |
20,624
+157
| +0.8% | +$6.81K | 0.03% | 529 |
|
|
2024
Q3 | $875K | Buy |
20,467
+1,106
| +6% | +$47.3K | 0.03% | 544 |
|
|
2024
Q2 | $752K | Buy |
19,361
+3,885
| +25% | +$151K | 0.02% | 570 |
|
|
2024
Q1 | $603K | Buy |
15,476
+6,999
| +83% | +$273K | 0.02% | 687 |
|
|
2023
Q4 | $313K | Sell |
8,477
-3,184
| -27% | -$118K | 0.02% | 608 |
|
|
2023
Q3 | $334K | Buy |
11,661
+1,271
| +12% | +$36.4K | 0.01% | 880 |
|
|
2023
Q2 | $315K | Buy |
10,390
+1,212
| +13% | +$36.8K | 0.01% | 914 |
|
|
2023
Q1 | $313K | Buy |
9,178
+881
| +11% | +$30K | 0.01% | 989 |
|
|
2022
Q4 | $357K | Sell |
8,297
-1,744
| -17% | -$75K | 0.01% | 899 |
|
|
2022
Q3 | $437K | Buy |
10,041
+169
| +2% | +$7.36K | 0.02% | 785 |
|
|
2022
Q2 | $468K | Sell |
9,872
-1,935
| -16% | -$91.7K | 0.02% | 779 |
|
|
2022
Q1 | $670K | Buy |
11,807
+1,629
| +16% | +$92.4K | 0.02% | 707 |
|
|
2021
Q4 | $596K | Sell |
10,178
-65
| -0.6% | -$3.81K | 0.02% | 769 |
|
|
2021
Q3 | $601K | Buy |
10,243
+3,486
| +52% | +$205K | 0.02% | 727 |
|
|
2021
Q2 | $375K | Sell |
6,757
-277
| -4% | -$15.4K | 0.01% | 950 |
|
|
2021
Q1 | $410K | Sell |
7,034
-169
| -2% | -$9.85K | 0.01% | 842 |
|
|
2020
Q4 | $345K | Sell |
7,203
-433
| -6% | -$20.7K | 0.01% | 818 |
|
|
2020
Q3 | $291K | Sell |
7,636
-473
| -6% | -$18K | 0.01% | 796 |
|
|
2020
Q2 | $305K | Sell |
8,109
-245
| -3% | -$9.22K | 0.01% | 763 |
|
|
2020
Q1 | $258K | Sell |
8,354
-1,748
| -17% | -$54K | 0.02% | 694 |
|
|
2019
Q4 | $569K | Buy |
+10,102
| New | +$569K | 0.02% | 554 |
|
|
2017
Q1 | – | Sell |
-4,321
| Closed | -$203K | – | 812 |
|
|
2016
Q4 | $203K | Buy |
+4,321
| New | +$203K | 0.02% | 637 |
|