Truist Financial’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,154
| Closed | -$211K | – | 2637 |
|
|
2025
Q1 | $211K | Buy |
5,154
+1,194
| +30% | +$48.9K | ﹤0.01% | 2316 |
|
|
2024
Q4 | $228K | Sell |
3,960
-866
| -18% | -$49.9K | ﹤0.01% | 2293 |
|
|
2024
Q3 | $402K | Sell |
4,826
-23,086
| -83% | -$1.92M | ﹤0.01% | 1966 |
|
|
2024
Q2 | $2.19M | Sell |
27,912
-6,977
| -20% | -$546K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $3.49M | Sell |
34,889
-2,665
| -7% | -$267K | 0.01% | 1025 |
|
|
2023
Q4 | $3.56M | Sell |
37,554
-6,742
| -15% | -$639K | 0.01% | 994 |
|
|
2023
Q3 | $4.61M | Buy |
44,296
+1,116
| +3% | +$116K | 0.01% | 866 |
|
|
2023
Q2 | $5.22M | Sell |
43,180
-5,209
| -11% | -$630K | 0.01% | 819 |
|
|
2023
Q1 | $5.35M | Sell |
48,389
-569
| -1% | -$62.9K | 0.01% | 803 |
|
|
2022
Q4 | $4.94M | Sell |
48,958
-1,841
| -4% | -$186K | 0.01% | 819 |
|
|
2022
Q3 | $4.86M | Buy |
50,799
+611
| +1% | +$58.4K | 0.01% | 798 |
|
|
2022
Q2 | $4.98M | Sell |
50,188
-14,344
| -22% | -$1.42M | 0.01% | 806 |
|
|
2022
Q1 | $6.8M | Sell |
64,532
-160
| -0.2% | -$16.9K | 0.01% | 771 |
|
|
2021
Q4 | $7.11M | Buy |
64,692
+66
| +0.1% | +$7.25K | 0.01% | 755 |
|
|
2021
Q3 | $7.73M | Buy |
64,626
+615
| +1% | +$73.6K | 0.01% | 720 |
|
|
2021
Q2 | $8.77M | Buy |
64,011
+2,259
| +4% | +$309K | 0.01% | 674 |
|
|
2021
Q1 | $8.24M | Buy |
61,752
+13,876
| +29% | +$1.85M | 0.01% | 663 |
|
|
2020
Q4 | $4.56M | Buy |
47,876
+1,740
| +4% | +$166K | 0.01% | 842 |
|
|
2020
Q3 | $4.35M | Sell |
46,136
-2,085
| -4% | -$197K | 0.01% | 775 |
|
|
2020
Q2 | $4.46M | Sell |
48,221
-8,458
| -15% | -$783K | 0.01% | 749 |
|
|
2020
Q1 | $2.73M | Sell |
56,679
-17,776
| -24% | -$856K | 0.01% | 853 |
|
|
2019
Q4 | $7.57M | Buy |
74,455
+62,326
| +514% | +$6.34M | 0.02% | 637 |
|
|
2019
Q3 | $1.07M | Sell |
12,129
-1,547
| -11% | -$136K | 0.02% | 437 |
|
|
2019
Q2 | $1.25M | Sell |
13,676
-5,161
| -27% | -$471K | 0.02% | 424 |
|
|
2019
Q1 | $1.59M | Sell |
18,837
-9,725
| -34% | -$821K | 0.03% | 388 |
|
|
2018
Q4 | $2.19M | Sell |
28,562
-21,551
| -43% | -$1.65M | 0.04% | 324 |
|
|
2018
Q3 | $5.06M | Sell |
50,113
-12,036
| -19% | -$1.22M | 0.09% | 234 |
|
|
2018
Q2 | $7.59M | Sell |
62,149
-8,440
| -12% | -$1.03M | 0.14% | 166 |
|
|
2018
Q1 | $8.08M | Sell |
70,589
-4,694
| -6% | -$538K | 0.15% | 168 |
|
|
2017
Q4 | $9.33M | Sell |
75,283
-8,179
| -10% | -$1.01M | 0.17% | 148 |
|
|
2017
Q3 | $8.73M | Sell |
83,462
-2,720
| -3% | -$285K | 0.17% | 150 |
|
|
2017
Q2 | $7.95M | Buy |
86,182
+1,931
| +2% | +$178K | 0.16% | 169 |
|
|
2017
Q1 | $7.06M | Sell |
84,251
-82
| -0.1% | -$6.87K | 0.14% | 182 |
|
|
2016
Q4 | $6.95M | Sell |
84,333
-1,555
| -2% | -$128K | 0.14% | 187 |
|
|
2016
Q3 | $6.65M | Buy |
85,888
+3,182
| +4% | +$246K | 0.14% | 186 |
|
|
2016
Q2 | $6.76M | Buy |
82,706
+7,716
| +10% | +$631K | 0.14% | 183 |
|
|
2016
Q1 | $7.39M | Buy |
74,990
+18,553
| +33% | +$1.83M | 0.19% | 139 |
|
|
2015
Q4 | $4.85M | Buy |
56,437
+66
| +0.1% | +$5.67K | 0.13% | 186 |
|
|
2015
Q3 | $6.76M | Buy |
56,371
+1,752
| +3% | +$210K | 0.18% | 158 |
|
|
2015
Q2 | $8.09M | Sell |
54,619
-1,791
| -3% | -$265K | 0.22% | 126 |
|
|
2015
Q1 | $7.96M | Sell |
56,410
-5,870
| -9% | -$828K | 0.23% | 115 |
|
|
2014
Q4 | $9.42M | Buy |
62,280
+225
| +0.4% | +$34K | 0.28% | 104 |
|
|
2014
Q3 | $9.3M | Buy |
62,055
+5,925
| +11% | +$887K | 0.28% | 101 |
|
|
2014
Q2 | $7.31M | Buy |
56,130
+2,881
| +5% | +$375K | 0.22% | 122 |
|
|
2014
Q1 | $7.44M | Buy |
53,249
+5,141
| +11% | +$718K | 0.23% | 116 |
|
|
2013
Q4 | $7.01M | Buy |
48,108
+5,342
| +12% | +$778K | 0.23% | 122 |
|
|
2013
Q3 | $5.52M | Buy |
42,766
+2,173
| +5% | +$281K | 0.2% | 138 |
|
|
2013
Q2 | $3.86M | Buy |
+40,593
| New | +$3.86M | 0.14% | 178 |
|