Toth Financial 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 | $401K | Buy |
9,319
+122
| +1% | +$5.25K | 0.05% | 175 |
|
|
2025
Q1 | $378K | Buy |
9,197
+1,326
| +17% | +$54.6K | 0.05% | 175 |
|
|
2024
Q4 | $341K | Buy |
7,871
+1,213
| +18% | +$52.6K | 0.04% | 181 |
|
|
2024
Q3 | $285K | Buy |
6,658
+1,147
| +21% | +$49.1K | 0.03% | 188 |
|
|
2024
Q2 | $214K | Buy |
5,511
+424
| +8% | +$16.5K | 0.03% | 196 |
|
|
2024
Q1 | $198K | Buy |
5,087
+1,307
| +35% | +$50.9K | 0.02% | 200 |
|
|
2023
Q4 | $140K | Buy |
3,780
+110
| +3% | +$4.06K | 0.02% | 217 |
|
|
2023
Q3 | $105K | Sell |
3,670
-125
| -3% | -$3.58K | 0.02% | 218 |
|
|
2023
Q2 | $115K | Sell |
3,795
-1,261
| -25% | -$38.3K | 0.02% | 222 |
|
|
2023
Q1 | $172K | Hold |
5,056
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $218K | Hold |
5,056
| – | – | 0.04% | 184 |
|
|
2022
Q3 | $220K | Sell |
5,056
-98
| -2% | -$4.26K | 0.04% | 166 |
|
|
2022
Q2 | $244K | Buy |
5,154
+98
| +2% | +$4.64K | 0.04% | 166 |
|
|
2022
Q1 | $287K | Hold |
5,056
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $296K | Hold |
5,056
| – | – | 0.04% | 184 |
|
|
2021
Q3 | $297K | Sell |
5,056
-631
| -11% | -$37.1K | 0.05% | 172 |
|
|
2021
Q2 | $316K | Buy |
5,687
+1
| +0% | +$56 | 0.05% | 164 |
|
|
2021
Q1 | $332K | Buy |
5,686
+1
| +0% | +$58 | 0.05% | 180 |
|
|
2020
Q4 | $272K | Buy |
5,685
+1,028
| +22% | +$49.2K | 0.05% | 179 |
|
|
2020
Q3 | $177K | Sell |
4,657
-348
| -7% | -$13.2K | 0.03% | 187 |
|
|
2020
Q2 | $188K | Sell |
5,005
-775
| -13% | -$29.1K | 0.04% | 173 |
|
|
2020
Q1 | $178K | Sell |
5,780
-203
| -3% | -$6.25K | 0.05% | 127 |
|
|
2019
Q4 | $337K | Sell |
5,983
-638
| -10% | -$35.9K | 0.07% | 148 |
|
|
2019
Q3 | $353K | Sell |
6,621
-345
| -5% | -$18.4K | 0.08% | 126 |
|
|
2019
Q2 | $342K | Buy |
6,966
+12
| +0.2% | +$589 | 0.08% | 129 |
|
|
2019
Q1 | $324K | Buy |
6,954
+12
| +0.2% | +$559 | 0.08% | 132 |
|
|
2018
Q4 | $301K | Sell |
6,942
-1,039
| -13% | -$45.1K | 0.08% | 116 |
|
|
2018
Q3 | $387K | Buy |
7,981
+11
| +0.1% | +$533 | 0.09% | 128 |
|
|
2018
Q2 | $402K | Buy |
7,970
+457
| +6% | +$23.1K | 0.09% | 125 |
|
|
2018
Q1 | $391K | Buy |
7,513
+6
| +0.1% | +$312 | 0.1% | 125 |
|
|
2017
Q4 | $373K | Sell |
7,507
-490
| -6% | -$24.3K | 0.09% | 125 |
|
|
2017
Q3 | $375K | Buy |
7,997
+10
| +0.1% | +$469 | 0.09% | 126 |
|
|
2017
Q2 | $363K | Buy |
7,987
+11
| +0.1% | +$500 | 0.09% | 123 |
|
|
2017
Q1 | $357K | Sell |
7,976
-13,997
| -64% | -$626K | 0.09% | 119 |
|
|
2016
Q4 | $1.03M | Sell |
21,973
-197
| -0.9% | -$9.26K | 0.3% | 84 |
|
|
2016
Q3 | $836K | Buy |
22,170
+4
| +0% | +$151 | 0.25% | 86 |
|
|
2016
Q2 | $789K | Buy |
22,166
+4
| +0% | +$142 | 0.24% | 87 |
|
|
2016
Q1 | $737K | Buy |
22,162
+3,034
| +16% | +$101K | 0.24% | 78 |
|
|
2015
Q4 | $723K | Buy |
19,128
+3,424
| +22% | +$129K | 0.24% | 73 |
|
|
2015
Q3 | $559K | Buy |
15,704
+4
| +0% | +$142 | 0.2% | 78 |
|
|
2015
Q2 | $633K | Sell |
15,700
-492
| -3% | -$19.8K | 0.21% | 82 |
|
|
2015
Q1 | $631K | Buy |
16,192
+879
| +6% | +$34.3K | 0.21% | 82 |
|
|
2014
Q4 | $596K | Sell |
15,313
-99
| -0.6% | -$3.85K | 0.21% | 88 |
|
|
2014
Q3 | $573K | Hold |
15,412
| – | – | 0.22% | 83 |
|
|
2014
Q2 | $608K | Hold |
15,412
| – | – | 0.23% | 80 |
|
|
2014
Q1 | $619K | Hold |
15,412
| – | – | 0.25% | 77 |
|
|
2013
Q4 | $575K | Sell |
15,412
-750
| -5% | -$28K | 0.24% | 74 |
|
|
2013
Q3 | $545K | Hold |
16,162
| – | – | 0.26% | 72 |
|
|
2013
Q2 | $548K | Buy |
+16,162
| New | +$548K | 0.27% | 73 |
|