SVB Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $984K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $769K | Sell |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $789K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $208K | Sell |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $508K | Buy |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $727K | Sell |
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|
2019
Q4 | $4.3M | Buy |
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|
2019
Q3 | $3.94M | Sell |
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|
2019
Q2 | $4.76M | Sell |
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|
2019
Q1 | $4.96M | Sell |
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|
2018
Q4 | $4.91M | Buy |
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|
2018
Q3 | $5.46M | Sell |
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|
2018
Q2 | $5.89M | Sell |
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|
2018
Q1 | $6.48M | Sell |
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|
2017
Q4 | $6.48M | Sell |
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|
2017
Q3 | $6.15M | Sell |
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|
2017
Q2 | $6.97M | Sell |
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|
2017
Q1 | $7.02M | Sell |
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|
2016
Q4 | $9.4M | Sell |
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|
2016
Q3 | $8.21M | Sell |
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|
2016
Q2 | $8.27M | Sell |
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|
2016
Q1 | $7.84M | Sell |
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|
2015
Q4 | $9.68M | Buy |
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|
2015
Q3 | $8.35M | Buy |
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|
2015
Q2 | $9.33M | Sell |
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|
2015
Q1 | $9.25M | Sell |
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|
2014
Q4 | $9.63M | Buy |
|