TD Private Client 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 | $3.29M | Sell |
76,543
-2,021
| -3% | -$86.9K | 0.08% | 177 |
|
|
2025
Q1 | $3.23M | Buy |
78,564
+2,579
| +3% | +$106K | 0.09% | 159 |
|
|
2024
Q4 | $3.3M | Sell |
75,985
-1,400
| -2% | -$60.7K | 0.09% | 162 |
|
|
2024
Q3 | $3.31M | Buy |
77,385
+35
| +0% | +$1.5K | 0.1% | 164 |
|
|
2024
Q2 | $3.01M | Buy |
77,350
+3,335
| +5% | +$130K | 0.09% | 156 |
|
|
2024
Q1 | $2.89M | Sell |
74,015
-3,633
| -5% | -$142K | 0.09% | 164 |
|
|
2023
Q4 | $2.87M | Sell |
77,648
-18,652
| -19% | -$690K | 0.1% | 167 |
|
|
2023
Q3 | $2.76M | Sell |
96,300
-21,514
| -18% | -$616K | 0.12% | 161 |
|
|
2023
Q2 | $3.58M | Sell |
117,814
-35,290
| -23% | -$1.07M | 0.15% | 143 |
|
|
2023
Q1 | $5.22M | Buy |
153,104
+26,471
| +21% | +$903K | 0.23% | 102 |
|
|
2022
Q4 | $5.45M | Sell |
126,633
-15,088
| -11% | -$649K | 0.26% | 89 |
|
|
2022
Q3 | $6.17M | Sell |
141,721
-6,068
| -4% | -$264K | 0.32% | 64 |
|
|
2022
Q2 | $7.01M | Buy |
147,789
+22,244
| +18% | +$1.06M | 0.34% | 58 |
|
|
2022
Q1 | $7.12M | Sell |
125,545
-137
| -0.1% | -$7.77K | 0.3% | 71 |
|
|
2021
Q4 | $7.36M | Sell |
125,682
-5,978
| -5% | -$350K | 0.31% | 67 |
|
|
2021
Q3 | $7.72M | Buy |
131,660
+9,118
| +7% | +$535K | 0.33% | 66 |
|
|
2021
Q2 | $6.8M | Buy |
122,542
+5,400
| +5% | +$300K | 0.29% | 78 |
|
|
2021
Q1 | $6.83M | Buy |
117,142
+25,793
| +28% | +$1.5M | 0.32% | 69 |
|
|
2020
Q4 | $4.38M | Sell |
91,349
-9,476
| -9% | -$454K | 0.22% | 103 |
|
|
2020
Q3 | $3.84M | Buy |
100,825
+39
| +0% | +$1.48K | 0.21% | 105 |
|
|
2020
Q2 | $3.78M | Buy |
100,786
+6,888
| +7% | +$259K | 0.22% | 93 |
|
|
2020
Q1 | $2.9M | Sell |
93,898
-292
| -0.3% | -$9.01K | 0.21% | 105 |
|
|
2019
Q4 | $5.3M | Buy |
+94,190
| New | +$5.3M | 0.32% | 77 |
|