Truist Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,154
| Closed | -$211K | – | 2667 |
|
|
2025
Q1 | $211K | Buy |
5,154
+1,194
| +30% | +$56.9K | ﹤0.01% | 2339 |
|
|
2024
Q4 | $228K | Sell |
3,960
-866
| -18% | -$60.3K | ﹤0.01% | 2314 |
|
|
2024
Q3 | $402K | Sell |
4,826
-23,086
| -83% | -$1.88M | ﹤0.01% | 1978 |
|
|
2024
Q2 | $2.19M | Sell |
27,912
-6,977
| -20% | -$591K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $3.49M | Sell |
34,889
-2,665
| -7% | -$245K | 0.01% | 1028 |
|
|
2023
Q4 | $3.56M | Sell |
37,554
-6,742
| -15% | -$618K | 0.01% | 995 |
|
|
2023
Q3 | $4.61M | Buy |
44,296
+1,116
| +3% | +$133K | 0.01% | 868 |
|
|
2023
Q2 | $5.22M | Sell |
43,180
-5,209
| -11% | -$576K | 0.01% | 821 |
|
|
2023
Q1 | $5.35M | Sell |
48,389
-569
| -1% | -$63K | 0.01% | 806 |
|
|
2022
Q4 | $4.94M | Sell |
48,958
-1,841
| -4% | -$192K | 0.01% | 820 |
|
|
2022
Q3 | $4.86M | Buy |
50,799
+611
| +1% | +$68.5K | 0.01% | 800 |
|
|
2022
Q2 | $4.98M | Sell |
50,188
-14,344
| -22% | -$1.49M | 0.01% | 807 |
|
|
2022
Q1 | $6.8M | Sell |
64,532
-160
| -0.2% | -$18.2K | 0.01% | 773 |
|
|
2021
Q4 | $7.11M | Buy |
64,692
+66
| +0.1% | +$7.78K | 0.01% | 759 |
|
|
2021
Q3 | $7.73M | Buy |
64,626
+615
| +1% | +$78.2K | 0.01% | 723 |
|
|
2021
Q2 | $8.77M | Buy |
64,011
+2,259
| +4% | +$306K | 0.01% | 676 |
|
|
2021
Q1 | $8.24M | Buy |
61,752
+13,876
| +29% | +$1.69M | 0.01% | 665 |
|
|
2020
Q4 | $4.56M | Buy |
47,876
+1,740
| +4% | +$167K | 0.01% | 844 |
|
|
2020
Q3 | $4.35M | Sell |
46,136
-2,085
| -4% | -$205K | 0.01% | 778 |
|
|
2020
Q2 | $4.46M | Sell |
48,221
-8,458
| -15% | -$645K | 0.01% | 751 |
|
|
2020
Q1 | $2.73M | Sell |
56,679
-17,776
| -24% | -$1.46M | 0.01% | 856 |
|
|
2019
Q4 | $7.57M | Buy |
74,455
+62,326
| +514% | +$6.05M | 0.02% | 639 |
|
|
2019
Q3 | $1.07M | Sell |
12,129
-1,547
| -11% | -$134K | 0.02% | 438 |
|
|
2019
Q2 | $1.25M | Sell |
13,676
-5,161
| -27% | -$470K | 0.02% | 424 |
|
|
2019
Q1 | $1.59M | Sell |
18,837
-9,725
| -34% | -$825K | 0.03% | 388 |
|
|
2018
Q4 | $2.19M | Sell |
28,562
-21,551
| -43% | -$1.94M | 0.04% | 324 |
|
|
2018
Q3 | $5.06M | Sell |
50,113
-12,036
| -19% | -$1.34M | 0.09% | 234 |
|
|
2018
Q2 | $7.59M | Sell |
62,149
-8,440
| -12% | -$987K | 0.14% | 166 |
|
|
2018
Q1 | $8.08M | Sell |
70,589
-4,694
| -6% | -$565K | 0.15% | 168 |
|
|
2017
Q4 | $9.33M | Sell |
75,283
-8,179
| -10% | -$971K | 0.17% | 148 |
|
|
2017
Q3 | $8.73M | Sell |
83,462
-2,720
| -3% | -$258K | 0.17% | 150 |
|
|
2017
Q2 | $7.95M | Buy |
86,182
+1,931
| +2% | +$166K | 0.16% | 169 |
|
|
2017
Q1 | $7.06M | Sell |
84,251
-82
| -0.1% | -$7.06K | 0.14% | 182 |
|
|
2016
Q4 | $6.95M | Sell |
84,333
-1,555
| -2% | -$127K | 0.14% | 187 |
|
|
2016
Q3 | $6.65M | Buy |
85,888
+3,182
| +4% | +$276K | 0.14% | 186 |
|
|
2016
Q2 | $6.76M | Buy |
82,706
+7,716
| +10% | +$684K | 0.14% | 183 |
|
|
2016
Q1 | $7.38M | Buy |
74,990
+18,553
| +33% | +$1.61M | 0.19% | 139 |
|
|
2015
Q4 | $4.85M | Buy |
56,437
+66
| +0.1% | +$7K | 0.13% | 186 |
|
|
2015
Q3 | $6.76M | Buy |
56,371
+1,752
| +3% | +$238K | 0.18% | 158 |
|
|
2015
Q2 | $8.09M | Sell |
54,619
-1,791
| -3% | -$258K | 0.22% | 126 |
|
|
2015
Q1 | $7.96M | Sell |
56,410
-5,870
| -9% | -$865K | 0.23% | 115 |
|
|
2014
Q4 | $9.42M | Buy |
62,280
+225
| +0.4% | +$33.7K | 0.28% | 104 |
|
|
2014
Q3 | $9.29M | Buy |
62,055
+5,925
| +11% | +$856K | 0.28% | 101 |
|
|
2014
Q2 | $7.31M | Buy |
56,130
+2,881
| +5% | +$382K | 0.22% | 122 |
|
|
2014
Q1 | $7.44M | Buy |
53,249
+5,141
| +11% | +$694K | 0.23% | 116 |
|
|
2013
Q4 | $7.01M | Buy |
48,108
+5,342
| +12% | +$715K | 0.23% | 122 |
|
|
2013
Q3 | $5.52M | Buy |
42,766
+2,173
| +5% | +$244K | 0.2% | 138 |
|
|
2013
Q2 | $3.86M | Buy |
+40,593
| New | +$3.67M | 0.14% | 178 |
|
Other funds holding PII
RI
