Transamerica Financial Advisors’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 | $236K | Sell |
5,496
-250
| -4% | -$10.7K | 0.02% | 221 |
|
|
2025
Q1 | $237K | Sell |
5,746
-90
| -2% | -$3.71K | 0.02% | 212 |
|
|
2024
Q4 | $254K | Sell |
5,836
-80
| -1% | -$3.48K | 0.03% | 214 |
|
|
2024
Q3 | $254K | Buy |
5,916
+2,408
| +69% | +$103K | 0.02% | 219 |
|
|
2024
Q2 | $137K | Hold |
3,508
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $137K | Sell |
3,508
-157
| -4% | -$6.13K | 0.01% | 237 |
|
|
2023
Q4 | $136K | Sell |
3,665
-640
| -15% | -$23.7K | 0.02% | 259 |
|
|
2023
Q3 | $124K | Buy |
4,305
+60
| +1% | +$1.73K | 0.02% | 240 |
|
|
2023
Q2 | $129K | Buy |
+4,245
| New | +$129K | 0.02% | 240 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 703 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 649 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 613 |
|
|
2020
Q3 | – | Sell |
-4,900
| Closed | -$184K | – | 457 |
|
|
2020
Q2 | $184K | Buy |
+4,900
| New | +$184K | 0.04% | 173 |
|
|
2019
Q3 | – | Sell |
-2,537
| Closed | -$125K | – | 475 |
|
|
2019
Q2 | $125K | Buy |
+2,537
| New | +$125K | 0.03% | 210 |
|
|
2019
Q1 | – | Sell |
-807
| Closed | -$35K | – | 415 |
|
|
2018
Q4 | $35K | Buy |
807
+695
| +621% | +$30.1K | 0.01% | 238 |
|
|
2018
Q3 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 333 |
|