Steward Partners Investment Advisory’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 | $2.89M | Sell |
67,234
-4,569
| -6% | -$196K | 0.02% | 583 |
|
|
2025
Q1 | $2.95M | Sell |
71,803
-188,809
| -72% | -$7.77M | 0.03% | 536 |
|
|
2024
Q4 | $11.3M | Buy |
260,612
+207,993
| +395% | +$9.02M | 0.1% | 200 |
|
|
2024
Q3 | $2.25M | Sell |
52,619
-53,747
| -51% | -$2.3M | 0.02% | 591 |
|
|
2024
Q2 | $4.13M | Buy |
106,366
+30,091
| +39% | +$1.17M | 0.04% | 375 |
|
|
2024
Q1 | $2.97M | Buy |
76,275
+29,414
| +63% | +$1.15M | 0.03% | 459 |
|
|
2023
Q4 | $1.73M | Sell |
46,861
-38,372
| -45% | -$1.42M | 0.02% | 543 |
|
|
2023
Q3 | $2.44M | Buy |
85,233
+40,596
| +91% | +$1.16M | 0.04% | 415 |
|
|
2023
Q2 | $1.35M | Sell |
44,637
-3,439
| -7% | -$104K | 0.02% | 599 |
|
|
2023
Q1 | $1.64M | Buy |
48,076
+6,377
| +15% | +$217K | 0.03% | 522 |
|
|
2022
Q4 | $1.79M | Buy |
41,699
+1,628
| +4% | +$70.1K | 0.03% | 483 |
|
|
2022
Q3 | $1.75M | Sell |
40,071
-4,110
| -9% | -$179K | 0.03% | 473 |
|
|
2022
Q2 | $2.1M | Sell |
44,181
-4,255
| -9% | -$202K | 0.04% | 422 |
|
|
2022
Q1 | $2.75M | Buy |
48,436
+195
| +0.4% | +$11.1K | 0.04% | 385 |
|
|
2021
Q4 | $2.83M | Buy |
48,241
+11,880
| +33% | +$696K | 0.04% | 391 |
|
|
2021
Q3 | $2.13M | Buy |
36,361
+3,187
| +10% | +$187K | 0.04% | 439 |
|
|
2021
Q2 | $1.84M | Sell |
33,174
-4,936
| -13% | -$274K | 0.03% | 464 |
|
|
2021
Q1 | $2.22M | Buy |
38,110
+8,953
| +31% | +$522K | 0.04% | 406 |
|
|
2020
Q4 | $1.4M | Buy |
29,157
+432
| +2% | +$20.7K | 0.03% | 456 |
|
|
2020
Q3 | $1.09M | Buy |
28,725
+2,477
| +9% | +$94.3K | 0.03% | 464 |
|
|
2020
Q2 | $986K | Buy |
26,248
+2,724
| +12% | +$102K | 0.03% | 452 |
|
|
2020
Q1 | $725K | Sell |
23,524
-1,090
| -4% | -$33.6K | 0.03% | 473 |
|
|
2019
Q4 | $1.39M | Buy |
24,614
+7,577
| +44% | +$427K | 0.04% | 370 |
|
|
2019
Q3 | $909K | Sell |
17,037
-390
| -2% | -$20.8K | 0.03% | 435 |
|
|
2019
Q2 | $856K | Buy |
17,427
+3,654
| +27% | +$179K | 0.03% | 420 |
|
|
2019
Q1 | $640K | Buy |
13,773
+268
| +2% | +$12.5K | 0.03% | 454 |
|
|
2018
Q4 | $585K | Buy |
13,505
+231
| +2% | +$10K | 0.03% | 449 |
|
|
2018
Q3 | $644K | Sell |
13,274
-511
| -4% | -$24.8K | 0.03% | 448 |
|
|
2018
Q2 | $695K | Sell |
13,785
-885
| -6% | -$44.6K | 0.04% | 386 |
|
|
2018
Q1 | $763K | Sell |
14,670
-14
| -0.1% | -$728 | 0.05% | 317 |
|
|
2017
Q4 | $730K | Sell |
14,684
-631
| -4% | -$31.4K | 0.06% | 289 |
|
|
2017
Q3 | $718K | Sell |
15,315
-3,961
| -21% | -$186K | 0.07% | 239 |
|
|
2017
Q2 | $875K | Buy |
19,276
+1,456
| +8% | +$66.1K | 0.1% | 197 |
|
|
2017
Q1 | $796K | Buy |
17,820
+9,475
| +114% | +$423K | 0.12% | 152 |
|
|
2016
Q4 | $392K | Buy |
+8,345
| New | +$392K | 0.18% | 125 |
|