Silvercrest Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
388,728
-2,316
| -0.6% | -$99.6K | 0.11% | 229 |
|
|
2025
Q1 | $16.1M | Buy |
391,044
+2,600
| +0.7% | +$107K | 0.12% | 214 |
|
|
2024
Q4 | $16.9M | Buy |
388,444
+354,109
| +1,031% | +$15.4M | 0.11% | 205 |
|
|
2024
Q3 | $1.47M | Sell |
34,335
-671
| -2% | -$28.7K | 0.01% | 527 |
|
|
2024
Q2 | $1.36M | Buy |
35,006
+150
| +0.4% | +$5.83K | 0.01% | 572 |
|
|
2024
Q1 | $1.36M | Sell |
34,856
-4,965
| -12% | -$194K | 0.01% | 562 |
|
|
2023
Q4 | $1.47M | Sell |
39,821
-1,542
| -4% | -$56.9K | 0.01% | 538 |
|
|
2023
Q3 | $1.18M | Sell |
41,363
-1,404
| -3% | -$40.2K | 0.01% | 573 |
|
|
2023
Q2 | $1.3M | Buy |
42,767
+3,685
| +9% | +$112K | 0.01% | 548 |
|
|
2023
Q1 | $1.33M | Hold |
39,082
| – | – | 0.01% | 528 |
|
|
2022
Q4 | $1.68M | Sell |
39,082
-9,500
| -20% | -$409K | 0.01% | 497 |
|
|
2022
Q3 | $2.12M | Buy |
48,582
+568
| +1% | +$24.7K | 0.02% | 438 |
|
|
2022
Q2 | $2.28M | Sell |
48,014
-3,797
| -7% | -$180K | 0.02% | 452 |
|
|
2022
Q1 | $2.94M | Sell |
51,811
-142
| -0.3% | -$8.05K | 0.02% | 446 |
|
|
2021
Q4 | $3.04M | Buy |
51,953
+6,057
| +13% | +$355K | 0.02% | 439 |
|
|
2021
Q3 | $2.69M | Buy |
45,896
+9,308
| +25% | +$546K | 0.02% | 460 |
|
|
2021
Q2 | $2.03M | Sell |
36,588
-2,101
| -5% | -$117K | 0.01% | 499 |
|
|
2021
Q1 | $2.26M | Buy |
38,689
+14,815
| +62% | +$864K | 0.02% | 475 |
|
|
2020
Q4 | $1.14M | Buy |
23,874
+3,797
| +19% | +$182K | 0.01% | 526 |
|
|
2020
Q3 | $764K | Hold |
20,077
| – | – | 0.01% | 540 |
|
|
2020
Q2 | $754K | Sell |
20,077
-464
| -2% | -$17.4K | 0.01% | 548 |
|
|
2020
Q1 | $633K | Sell |
20,541
-241
| -1% | -$7.43K | 0.01% | 542 |
|
|
2019
Q4 | $1.17M | Buy |
20,782
+6,044
| +41% | +$340K | 0.01% | 515 |
|
|
2019
Q3 | $787K | Buy |
14,738
+92
| +0.6% | +$4.91K | 0.01% | 546 |
|
|
2019
Q2 | $720K | Sell |
14,646
-360
| -2% | -$17.7K | 0.01% | 406 |
|
|
2019
Q1 | $698K | Sell |
15,006
-147
| -1% | -$6.84K | 0.01% | 405 |
|
|
2018
Q4 | $656K | Sell |
15,153
-1,333
| -8% | -$57.7K | 0.01% | 377 |
|
|
2018
Q3 | $800K | Buy |
16,486
+3,583
| +28% | +$174K | 0.01% | 378 |
|
|
2018
Q2 | $651K | Hold |
12,903
| – | – | 0.01% | 393 |
|
|
2018
Q1 | $671K | Hold |
12,903
| – | – | 0.01% | 393 |
|
|
2017
Q4 | $642K | Buy |
12,903
+1,488
| +13% | +$74K | 0.01% | 401 |
|
|
2017
Q3 | $536K | Hold |
11,415
| – | – | 0.01% | 415 |
|
|
2017
Q2 | $518K | Hold |
11,415
| – | – | 0.01% | 401 |
|
|
2017
Q1 | $510K | Sell |
11,415
-83
| -0.7% | -$3.71K | 0.01% | 403 |
|
|
2016
Q4 | $541K | Sell |
11,498
-67
| -0.6% | -$3.15K | 0.01% | 404 |
|
|
2016
Q3 | $436K | Buy |
+11,565
| New | +$436K | 0.01% | 424 |
|