Truist Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.2M | Sell |
83,868
-5,547
| -6% | -$2.92M | 0.06% | 257 |
|
2025
Q1 | $45.4M | Sell |
89,415
-3,427
| -4% | -$1.74M | 0.07% | 235 |
|
2024
Q4 | $46.2M | Sell |
92,842
-2,314
| -2% | -$1.15M | 0.07% | 236 |
|
2024
Q3 | $49.2M | Sell |
95,156
-67,198
| -41% | -$34.7M | 0.08% | 231 |
|
2024
Q2 | $72.4M | Sell |
162,354
-9,520
| -6% | -$4.25M | 0.11% | 181 |
|
2024
Q1 | $73.1M | Sell |
171,874
-7,665
| -4% | -$3.26M | 0.11% | 178 |
|
2023
Q4 | $79.1M | Sell |
179,539
-34,361
| -16% | -$15.1M | 0.13% | 159 |
|
2023
Q3 | $78.2M | Buy |
213,900
+7,048
| +3% | +$2.58M | 0.13% | 161 |
|
2023
Q2 | $82.9M | Sell |
206,852
-8,993
| -4% | -$3.61M | 0.14% | 147 |
|
2023
Q1 | $74.4M | Sell |
215,845
-29,808
| -12% | -$10.3M | 0.13% | 164 |
|
2022
Q4 | $82.3M | Sell |
245,653
-16,177
| -6% | -$5.42M | 0.14% | 146 |
|
2022
Q3 | $80M | Sell |
261,830
-39,991
| -13% | -$12.2M | 0.15% | 138 |
|
2022
Q2 | $102M | Sell |
301,821
-17,725
| -6% | -$5.97M | 0.19% | 122 |
|
2022
Q1 | $131M | Buy |
319,546
+73,148
| +30% | +$30M | 0.21% | 117 |
|
2021
Q4 | $116M | Sell |
246,398
-5,032
| -2% | -$2.37M | 0.18% | 128 |
|
2021
Q3 | $107M | Buy |
251,430
+3,947
| +2% | +$1.68M | 0.18% | 135 |
|
2021
Q2 | $102M | Buy |
247,483
+13,488
| +6% | +$5.54M | 0.17% | 138 |
|
2021
Q1 | $82.6M | Buy |
233,995
+127,720
| +120% | +$45.1M | 0.14% | 158 |
|
2020
Q4 | $34.9M | Buy |
106,275
+13,870
| +15% | +$4.56M | 0.07% | 265 |
|
2020
Q3 | $33.3M | Buy |
92,405
+15,392
| +20% | +$5.55M | 0.07% | 249 |
|
2020
Q2 | $25.4M | Buy |
77,013
+8,344
| +12% | +$2.75M | 0.06% | 297 |
|
2020
Q1 | $16.8M | Buy |
68,669
+13,611
| +25% | +$3.34M | 0.04% | 385 |
|
2019
Q4 | $15M | Buy |
55,058
+49,538
| +897% | +$13.5M | 0.03% | 476 |
|
2019
Q3 | $1.35M | Buy |
5,520
+135
| +3% | +$33.1K | 0.02% | 404 |
|
2019
Q2 | $1.23M | Buy |
5,385
+82
| +2% | +$18.7K | 0.02% | 426 |
|
2019
Q1 | $1.12M | Sell |
5,303
-44
| -0.8% | -$9.27K | 0.02% | 442 |
|
2018
Q4 | $909K | Sell |
5,347
-741
| -12% | -$126K | 0.02% | 461 |
|
2018
Q3 | $1.19M | Buy |
6,088
+1,335
| +28% | +$261K | 0.02% | 444 |
|
2018
Q2 | $969K | Buy |
4,753
+1,172
| +33% | +$239K | 0.02% | 480 |
|
2018
Q1 | $684K | Buy |
3,581
+552
| +18% | +$105K | 0.01% | 525 |
|
2017
Q4 | $513K | Buy |
3,029
+224
| +8% | +$37.9K | 0.01% | 583 |
|
2017
Q3 | $439K | Buy |
2,805
+526
| +23% | +$82.3K | 0.01% | 598 |
|
2017
Q2 | $333K | Sell |
2,279
-284
| -11% | -$41.5K | 0.01% | 643 |
|
2017
Q1 | $336K | Sell |
2,563
-476
| -16% | -$62.4K | 0.01% | 648 |
|
2016
Q4 | $326K | Sell |
3,039
-50
| -2% | -$5.36K | 0.01% | 677 |
|
2016
Q3 | $391K | Buy |
3,089
+735
| +31% | +$93K | 0.01% | 633 |
|
2016
Q2 | $253K | Buy |
+2,354
| New | +$253K | 0.01% | 740 |
|