Simon Quick 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 | $5.38M | Buy |
125,128
+117,658
| +1,575% | +$5.06M | 0.22% | 69 |
|
|
2025
Q1 | $307K | Buy |
7,470
+2,004
| +37% | +$82.5K | 0.02% | 435 |
|
|
2024
Q4 | $237K | Buy |
5,466
+697
| +15% | +$30.2K | 0.01% | 402 |
|
|
2024
Q3 | $204K | Buy |
+4,769
| New | +$204K | 0.01% | 402 |
|
|
2022
Q3 | – | Sell |
-8,663
| Closed | -$434K | – | 213 |
|
|
2022
Q2 | $434K | Sell |
8,663
-446
| -5% | -$22.3K | 0.06% | 126 |
|
|
2022
Q1 | $516K | Buy |
9,109
+83
| +0.9% | +$4.7K | 0.15% | 62 |
|
|
2021
Q4 | $528K | Buy |
9,026
+7,836
| +658% | +$458K | 0.14% | 67 |
|
|
2021
Q3 | $69K | Buy |
1,190
+342
| +40% | +$19.8K | 0.02% | 207 |
|
|
2021
Q2 | $47K | Buy |
848
+3
| +0.4% | +$166 | 0.01% | 260 |
|
|
2021
Q1 | $49K | Buy |
845
+6
| +0.7% | +$348 | 0.01% | 255 |
|
|
2020
Q4 | $40K | Buy |
839
+8
| +1% | +$381 | 0.01% | 261 |
|
|
2020
Q3 | $32K | Sell |
831
-141
| -15% | -$5.43K | 0.01% | 258 |
|
|
2020
Q2 | $37K | Sell |
972
-574
| -37% | -$21.9K | 0.01% | 227 |
|
|
2020
Q1 | $48K | Sell |
1,546
-200
| -11% | -$6.21K | 0.02% | 192 |
|
|
2019
Q4 | $98K | Buy |
+1,746
| New | +$98K | 0.04% | 148 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$4.42K | – | 515 |
|
|
2019
Q2 | $4.42K | Buy |
+90
| New | +$4.42K | ﹤0.01% | 291 |
|
|
2018
Q3 | – | Sell |
-210
| Closed | -$10K | – | 338 |
|
|
2018
Q2 | $10K | Buy |
+210
| New | +$10K | ﹤0.01% | 267 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$3K | – | 413 |
|
|
2017
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 395 |
|