Stanley-Laman Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-61,610
| Closed | -$1.87M | – | 244 |
|
|
2023
Q2 | $1.87M | Buy |
61,610
+660
| +1% | +$20.5K | 0.31% | 116 |
|
|
2023
Q1 | $2.08M | Sell |
60,950
-452
| -0.7% | -$19.7K | 0.37% | 111 |
|
|
2022
Q4 | $2.64M | Sell |
61,402
-4,658
| -7% | -$204K | 0.5% | 98 |
|
|
2022
Q3 | $2.88M | Buy |
66,060
+1,733
| +3% | +$83.4K | 0.55% | 74 |
|
|
2022
Q2 | $3.05M | Buy |
64,327
+2,062
| +3% | +$102K | 0.54% | 71 |
|
|
2022
Q1 | $3.53M | Buy |
62,265
+5,146
| +9% | +$318K | 0.49% | 66 |
|
|
2021
Q4 | $3.34M | Buy |
57,119
+6,420
| +13% | +$392K | 0.39% | 81 |
|
|
2021
Q3 | $2.97M | Buy |
50,699
+4,018
| +9% | +$225K | 0.39% | 61 |
|
|
2021
Q2 | $2.59M | Buy |
46,681
+6,901
| +17% | +$405K | 0.37% | 74 |
|
|
2021
Q1 | $2.32M | Buy |
39,780
+3,472
| +10% | +$190K | 0.38% | 66 |
|
|
2020
Q4 | $1.74M | Sell |
36,308
-4,010
| -10% | -$182K | 0.31% | 97 |
|
|
2020
Q3 | $1.53M | Buy |
40,318
+3,564
| +10% | +$134K | 0.34% | 82 |
|
|
2020
Q2 | $1.38M | Hold |
36,754
| – | – | 0.33% | 81 |
|
|
2020
Q1 | $1.13M | Sell |
36,754
-3,146
| -8% | -$149K | 0.34% | 78 |
|
|
2019
Q4 | $2.25M | Sell |
39,900
-2,065
| -5% | -$112K | 0.53% | 52 |
|
|
2019
Q3 | $2.24M | Sell |
41,965
-428
| -1% | -$21.2K | 0.55% | 51 |
|
|
2019
Q2 | $2.08M | Sell |
42,393
-1,398
| -3% | -$68.5K | 0.5% | 54 |
|
|
2019
Q1 | $2.04M | Sell |
43,791
-307
| -0.7% | -$15K | 0.49% | 58 |
|
|
2018
Q4 | $1.91M | Sell |
44,098
-3,894
| -8% | -$187K | 0.53% | 56 |
|
|
2018
Q3 | $2.33M | Sell |
47,992
-922
| -2% | -$47.3K | 0.57% | 49 |
|
|
2018
Q2 | $2.47M | Sell |
48,914
-1,656
| -3% | -$88K | 0.55% | 46 |
|
|
2018
Q1 | $2.63M | Sell |
50,570
-5,562
| -10% | -$300K | 0.6% | 46 |
|
|
2017
Q4 | $2.79M | Sell |
56,132
-178
| -0.3% | -$8.59K | 0.6% | 47 |
|
|
2017
Q3 | $2.64M | Sell |
56,310
-3,413
| -6% | -$157K | 0.71% | 47 |
|
|
2017
Q2 | $2.71M | Buy |
+59,723
| New | +$2.59M | 0.74% | 48 |
|
|
2017
Q1 | – | Sell |
-4,480
| Closed | -$211K | – | 281 |
|
|
2016
Q4 | $211K | Buy |
+4,480
| New | +$191K | 0.07% | 251 |
|
|
2016
Q3 | – | Sell |
-15,577
| Closed | -$555K | – | 276 |
|
|
2016
Q2 | $555K | Sell |
15,577
-18,446
| -54% | -$645K | 0.22% | 156 |
|
|
2016
Q1 | $1.13M | Sell |
34,023
-22,218
| -40% | -$738K | 0.21% | 106 |
|
|
2015
Q4 | $2.13M | Buy |
56,241
+22,486
| +67% | +$846K | 0.36% | 89 |
|
|
2015
Q3 | $1.2M | Buy |
+33,755
| New | +$1.3M | 0.24% | 103 |
|
Other funds holding TFC
Stanley-Laman Group's TFC Position: Q3 2023 in Review
Stanley-Laman Group sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 61,610 shares — an estimated $1.87M sold.
Stanley-Laman Group first reported a position in TFC in Q3 2015 and held it in 30 quarters. The position peaked at $3.53M in Q1 2022. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.
- Stanley-Laman Group reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
- Stanley-Laman Group sold 61,610 Truist Financial shares in Q3 2023, an estimated $1.87M.
- Stanley-Laman Group first reported a position in Truist Financial in Q3 2015 and held it in 30 quarters.
- Stanley-Laman Group's Truist Financial position peaked at $3.53M in Q1 2022.
- 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.
Based on Stanley-Laman Group's 13F filing for Q3 2023, filed 16 Oct 2023.