Simplex Trading’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 | – | Sell |
-186,150
| Closed | -$7.66M | – | 4026 |
|
|
2025
Q1 | $7.66M | Buy |
+186,150
| New | +$7.66M | ﹤0.01% | 67 |
|
|
2024
Q4 | – | Sell |
-86,033
| Closed | -$3.68M | – | 3988 |
|
|
2024
Q3 | $3.68M | Sell |
86,033
-42,998
| -33% | -$1.84M | ﹤0.01% | 180 |
|
|
2024
Q2 | $5.01M | Sell |
129,031
-40,803
| -24% | -$1.58M | ﹤0.01% | 120 |
|
|
2024
Q1 | $6.62M | Sell |
169,834
-31,437
| -16% | -$1.23M | ﹤0.01% | 108 |
|
|
2023
Q4 | $7.43M | Buy |
201,271
+1,390
| +0.7% | +$51.3K | ﹤0.01% | 87 |
|
|
2023
Q3 | $5.72M | Buy |
199,881
+110,283
| +123% | +$3.15M | ﹤0.01% | 96 |
|
|
2023
Q2 | $2.72M | Buy |
+89,598
| New | +$2.72M | ﹤0.01% | 174 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4033 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4107 |
|
|
2022
Q3 | – | Sell |
-6,790
| Closed | -$322K | – | 4200 |
|
|
2022
Q2 | $322K | Sell |
6,790
-30,798
| -82% | -$1.46M | ﹤0.01% | 698 |
|
|
2022
Q1 | $2.13M | Buy |
+37,588
| New | +$2.13M | ﹤0.01% | 284 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4231 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3750 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3894 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3675 |
|
|
2020
Q4 | – | Sell |
-8,062
| Closed | -$306K | – | 3355 |
|
|
2020
Q3 | $306K | Buy |
+8,062
| New | +$306K | ﹤0.01% | 696 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3071 |
|
|
2020
Q1 | – | Sell |
-30,819
| Closed | -$1.74M | – | 3040 |
|
|
2019
Q4 | $1.74M | Buy |
+30,819
| New | +$1.74M | ﹤0.01% | 170 |
|
|
2019
Q3 | – | Sell |
-21,004
| Closed | -$1.03M | – | 2905 |
|
|
2019
Q2 | $1.03M | Sell |
21,004
-60,063
| -74% | -$2.95M | ﹤0.01% | 230 |
|
|
2019
Q1 | $3.77M | Buy |
+81,067
| New | +$3.77M | 0.01% | 57 |
|
|
2018
Q4 | – | Sell |
-9,226
| Closed | -$447K | – | 2883 |
|
|
2018
Q3 | $447K | Sell |
9,226
-9,873
| -52% | -$478K | ﹤0.01% | 497 |
|
|
2018
Q2 | $963K | Buy |
+19,099
| New | +$963K | ﹤0.01% | 302 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2826 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2766 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2724 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2752 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2725 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2689 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2641 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2647 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2573 |
|
|
2015
Q4 | – | Sell |
-16,000
| Closed | -$569K | – | 2603 |
|
|
2015
Q3 | $569K | Buy |
16,000
+11,654
| +268% | +$414K | 0.04% | 201 |
|
|
2015
Q2 | $175K | Buy |
4,346
+3,690
| +563% | +$149K | 0.01% | 511 |
|
|
2015
Q1 | $25K | Buy |
+656
| New | +$25K | ﹤0.01% | 1038 |
|