SVB Wealth’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 | $715K | Sell |
16,629
-1,640
| -9% | -$70.5K | 0.04% | 258 |
|
|
2025
Q1 | $752K | Sell |
18,269
-4,418
| -19% | -$182K | 0.03% | 179 |
|
|
2024
Q4 | $984K | Buy |
+22,687
| New | +$984K | 0.02% | 325 |
|
|
2024
Q3 | – | Sell |
-26,580
| Closed | -$1.03M | – | 546 |
|
|
2024
Q2 | $1.03M | Sell |
26,580
-799
| -3% | -$31K | 0.03% | 314 |
|
|
2024
Q1 | $1.07M | Buy |
27,379
+6,552
| +31% | +$255K | 0.02% | 336 |
|
|
2023
Q4 | $769K | Sell |
20,827
-334
| -2% | -$12.3K | 0.02% | 384 |
|
|
2023
Q3 | $605K | Buy |
21,161
+9,673
| +84% | +$277K | 0.01% | 411 |
|
|
2023
Q2 | $349K | Sell |
11,488
-1,451
| -11% | -$44K | 0.01% | 608 |
|
|
2023
Q1 | $441K | Sell |
12,939
-5,902
| -31% | -$201K | 0.01% | 569 |
|
|
2022
Q4 | $811K | Buy |
18,841
+734
| +4% | +$31.6K | 0.01% | 444 |
|
|
2022
Q3 | $789K | Buy |
18,107
+13,539
| +296% | +$590K | 0.01% | 418 |
|
|
2022
Q2 | $217K | Buy |
4,568
+335
| +8% | +$15.9K | ﹤0.01% | 658 |
|
|
2022
Q1 | $240K | Buy |
4,233
+686
| +19% | +$38.9K | ﹤0.01% | 646 |
|
|
2021
Q4 | $208K | Sell |
3,547
-7,719
| -69% | -$453K | ﹤0.01% | 696 |
|
|
2021
Q3 | $660K | Buy |
11,266
+2,453
| +28% | +$144K | 0.01% | 511 |
|
|
2021
Q2 | $489K | Buy |
8,813
+104
| +1% | +$5.77K | 0.01% | 584 |
|
|
2021
Q1 | $508K | Buy |
8,709
+1,522
| +21% | +$88.8K | 0.01% | 514 |
|
|
2020
Q4 | $345K | Sell |
7,187
-924
| -11% | -$44.4K | 0.01% | 576 |
|
|
2020
Q3 | $309K | Sell |
8,111
-2,053
| -20% | -$78.2K | 0.01% | 512 |
|
|
2020
Q2 | $382K | Sell |
10,164
-13,418
| -57% | -$504K | 0.01% | 417 |
|
|
2020
Q1 | $727K | Sell |
23,582
-52,802
| -69% | -$1.63M | 0.02% | 264 |
|
|
2019
Q4 | $4.3M | Buy |
76,384
+2,471
| +3% | +$139K | 0.08% | 148 |
|
|
2019
Q3 | $3.95M | Sell |
73,913
-23,044
| -24% | -$1.23M | 0.08% | 143 |
|
|
2019
Q2 | $4.76M | Sell |
96,957
-9,647
| -9% | -$474K | 0.16% | 134 |
|
|
2019
Q1 | $4.96M | Sell |
106,604
-6,679
| -6% | -$311K | 0.2% | 103 |
|
|
2018
Q4 | $4.91M | Buy |
113,283
+793
| +0.7% | +$34.4K | 0.21% | 102 |
|
|
2018
Q3 | $5.46M | Sell |
112,490
-4,352
| -4% | -$211K | 0.19% | 104 |
|
|
2018
Q2 | $5.89M | Sell |
116,842
-7,743
| -6% | -$391K | 0.23% | 101 |
|
|
2018
Q1 | $6.48M | Sell |
124,585
-5,659
| -4% | -$294K | 0.25% | 96 |
|
|
2017
Q4 | $6.48M | Sell |
130,244
-789
| -0.6% | -$39.2K | 0.24% | 97 |
|
|
2017
Q3 | $6.15M | Sell |
131,033
-22,392
| -15% | -$1.05M | 0.24% | 97 |
|
|
2017
Q2 | $6.97M | Sell |
153,425
-3,673
| -2% | -$167K | 0.27% | 95 |
|
|
2017
Q1 | $7.02M | Sell |
157,098
-42,892
| -21% | -$1.92M | 0.28% | 97 |
|
|
2016
Q4 | $9.4M | Sell |
199,990
-17,602
| -8% | -$828K | 0.39% | 81 |
|
|
2016
Q3 | $8.21M | Sell |
217,592
-14,543
| -6% | -$549K | 0.33% | 87 |
|
|
2016
Q2 | $8.27M | Sell |
232,135
-3,648
| -2% | -$130K | 0.34% | 88 |
|
|
2016
Q1 | $7.84M | Sell |
235,783
-20,182
| -8% | -$671K | 0.32% | 84 |
|
|
2015
Q4 | $9.68M | Buy |
255,965
+21,459
| +9% | +$811K | 0.38% | 76 |
|
|
2015
Q3 | $8.35M | Buy |
234,506
+2,994
| +1% | +$107K | 0.32% | 86 |
|
|
2015
Q2 | $9.33M | Sell |
231,512
-5,782
| -2% | -$233K | 0.31% | 90 |
|
|
2015
Q1 | $9.25M | Sell |
237,294
-10,207
| -4% | -$398K | 0.3% | 90 |
|
|
2014
Q4 | $9.63M | Buy |
+247,501
| New | +$9.63M | 0.31% | 92 |
|