Sumitomo Life Insurance’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
$631K Sell
14,678
-759
-5% -$32.6K 0.04% 221
2025
Q1
$635K Buy
15,437
+197
+1% +$8.11K 0.02% 229
2024
Q4
$661K Sell
15,240
-592
-4% -$25.7K 0.01% 227
2024
Q3
$677K Sell
15,832
-123
-0.8% -$5.26K 0.01% 233
2024
Q2
$620K Sell
15,955
-1,857
-10% -$72.1K 0.01% 232
2024
Q1
$694K Sell
17,812
-995
-5% -$38.8K 0.02% 226
2023
Q4
$694K Sell
18,807
-136
-0.7% -$5.02K 0.02% 221
2023
Q3
$542K Sell
18,943
-839
-4% -$24K 0.02% 231
2023
Q2
$600K Sell
19,782
-1,757
-8% -$53.3K 0.03% 230
2023
Q1
$734K Sell
21,539
-220
-1% -$7.5K 0.06% 211
2022
Q4
$936K Sell
21,759
-884
-4% -$38K 0.07% 188
2022
Q3
$986K Sell
22,643
-1,611
-7% -$70.2K 0.04% 178
2022
Q2
$1.15M Buy
24,254
+418
+2% +$19.8K 0.03% 174
2022
Q1
$1.35M Sell
23,836
-588
-2% -$33.4K 0.03% 169
2021
Q4
$1.43M Sell
24,424
-755
-3% -$44.2K 0.03% 169
2021
Q3
$1.48M Sell
25,179
-1,061
-4% -$62.2K 0.04% 160
2021
Q2
$1.46M Sell
26,240
-4,001
-13% -$222K 0.05% 171
2021
Q1
$1.76M Sell
30,241
-1,249
-4% -$72.9K 0.07% 153
2020
Q4
$1.51M Sell
31,490
-3,952
-11% -$189K 0.06% 177
2020
Q3
$1.35M Sell
35,442
-2,230
-6% -$84.9K 0.06% 182
2020
Q2
$1.42M Sell
37,672
-2,646
-7% -$99.4K 0.08% 159
2020
Q1
$1.24M Buy
40,318
+1,755
+5% +$54.1K 0.09% 166
2019
Q4
$2.17M Buy
38,563
+1,016
+3% +$57.2K 0.25% 121
2019
Q3
$2M Sell
37,547
-4,616
-11% -$246K 0.26% 113
2019
Q2
$2.07M Sell
42,163
-9,054
-18% -$445K 0.24% 117
2019
Q1
$2.38M Sell
51,217
-10,839
-17% -$504K 0.32% 91
2018
Q4
$2.69M Sell
62,056
-2,334
-4% -$101K 0.37% 80
2018
Q3
$3.13M Sell
64,390
-13,354
-17% -$648K 0.38% 80
2018
Q2
$3.92M Buy
77,744
+8,416
+12% +$424K 0.48% 56
2018
Q1
$3.61M Sell
69,328
-3,095
-4% -$161K 0.48% 58
2017
Q4
$3.6M Sell
72,423
-2,773
-4% -$138K 0.45% 63
2017
Q3
$3.53M Buy
+75,196
New +$3.53M 0.45% 63