Signature Estate & Investment Advisors’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 | $766K | Buy |
17,818
+1,819
| +11% | +$78.2K | 0.02% | 275 |
|
|
2025
Q1 | $658K | Sell |
15,999
-593
| -4% | -$24.4K | 0.02% | 286 |
|
|
2024
Q4 | $720K | Buy |
16,592
+189
| +1% | +$8.2K | 0.02% | 274 |
|
|
2024
Q3 | $702K | Sell |
16,403
-80
| -0.5% | -$3.42K | 0.02% | 256 |
|
|
2024
Q2 | $640K | Buy |
16,483
+9,577
| +139% | +$372K | 0.02% | 261 |
|
|
2024
Q1 | $269K | Buy |
6,906
+16
| +0.2% | +$624 | 0.01% | 148 |
|
|
2023
Q4 | $254K | Sell |
6,890
-1,800
| -21% | -$66.4K | 0.01% | 156 |
|
|
2023
Q3 | $249K | Buy |
8,690
+64
| +0.7% | +$1.83K | 0.01% | 151 |
|
|
2023
Q2 | $262K | Buy |
8,626
+1,228
| +17% | +$37.3K | 0.01% | 150 |
|
|
2023
Q1 | $252K | Buy |
7,398
+13
| +0.2% | +$443 | 0.01% | 154 |
|
|
2022
Q4 | $318K | Buy |
7,385
+87
| +1% | +$3.75K | 0.01% | 148 |
|
|
2022
Q3 | $318K | Buy |
7,298
+26
| +0.4% | +$1.13K | 0.02% | 131 |
|
|
2022
Q2 | $345K | Sell |
7,272
-279
| -4% | -$13.2K | 0.02% | 131 |
|
|
2022
Q1 | $428K | Buy |
7,551
+279
| +4% | +$15.8K | 0.02% | 117 |
|
|
2021
Q4 | $426K | Sell |
7,272
-214
| -3% | -$12.5K | 0.02% | 124 |
|
|
2021
Q3 | $439K | Buy |
7,486
+105
| +1% | +$6.16K | 0.02% | 120 |
|
|
2021
Q2 | $410K | Sell |
7,381
-26
| -0.4% | -$1.44K | 0.02% | 123 |
|
|
2021
Q1 | $432K | Sell |
7,407
-98
| -1% | -$5.72K | 0.02% | 122 |
|
|
2020
Q4 | $360K | Buy |
7,505
+66
| +0.9% | +$3.17K | 0.02% | 123 |
|
|
2020
Q3 | $283K | Hold |
7,439
| – | – | 0.02% | 129 |
|
|
2020
Q2 | $279K | Hold |
7,439
| – | – | 0.02% | 124 |
|
|
2020
Q1 | $229K | Hold |
7,439
| – | – | 0.02% | 119 |
|
|
2019
Q4 | $419K | Sell |
7,439
-10
| -0.1% | -$563 | 0.03% | 118 |
|
|
2019
Q3 | $398K | Buy |
7,449
+10
| +0.1% | +$534 | 0.03% | 118 |
|
|
2019
Q2 | $365K | Hold |
7,439
| – | – | 0.02% | 125 |
|
|
2019
Q1 | $346K | Sell |
7,439
-35
| -0.5% | -$1.63K | 0.02% | 129 |
|
|
2018
Q4 | $324K | Hold |
7,474
| – | – | 0.03% | 128 |
|
|
2018
Q3 | $363K | Sell |
7,474
-1,085
| -13% | -$52.7K | 0.03% | 109 |
|
|
2018
Q2 | $432K | Buy |
+8,559
| New | +$432K | 0.04% | 112 |
|
|
2017
Q3 | – | Sell |
-2,452
| Closed | -$111K | – | 155 |
|
|
2017
Q2 | $111K | Buy |
+2,452
| New | +$111K | 0.01% | 138 |
|