UMB Bank’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 | $912K | Sell |
21,213
-16,995
| -44% | -$731K | 0.01% | 335 |
|
|
2025
Q1 | $1.57M | Sell |
38,208
-133,064
| -78% | -$5.48M | 0.03% | 258 |
|
|
2024
Q4 | $7.43M | Buy |
171,272
+152,160
| +796% | +$6.6M | 0.12% | 128 |
|
|
2024
Q3 | $817K | Buy |
19,112
+77
| +0.4% | +$3.29K | 0.01% | 351 |
|
|
2024
Q2 | $740K | Sell |
19,035
-338
| -2% | -$13.1K | 0.01% | 353 |
|
|
2024
Q1 | $755K | Sell |
19,373
-40,249
| -68% | -$1.57M | 0.01% | 358 |
|
|
2023
Q4 | $2.2M | Sell |
59,622
-4,084
| -6% | -$151K | 0.03% | 234 |
|
|
2023
Q3 | $1.82M | Sell |
63,706
-8,254
| -11% | -$236K | 0.03% | 254 |
|
|
2023
Q2 | $2.18M | Sell |
71,960
-63,948
| -47% | -$1.94M | 0.03% | 245 |
|
|
2023
Q1 | $4.63M | Sell |
135,908
-215
| -0.2% | -$7.33K | 0.07% | 177 |
|
|
2022
Q4 | $5.86M | Sell |
136,123
-11,145
| -8% | -$480K | 0.09% | 165 |
|
|
2022
Q3 | $6.41M | Sell |
147,268
-15,792
| -10% | -$688K | 0.11% | 154 |
|
|
2022
Q2 | $7.73M | Sell |
163,060
-210,834
| -56% | -$10M | 0.12% | 156 |
|
|
2022
Q1 | $21.2M | Buy |
373,894
+220,763
| +144% | +$12.5M | 0.28% | 83 |
|
|
2021
Q4 | $8.97M | Buy |
153,131
+74,904
| +96% | +$4.39M | 0.11% | 166 |
|
|
2021
Q3 | $4.59M | Sell |
78,227
-1,302
| -2% | -$76.4K | 0.1% | 142 |
|
|
2021
Q2 | $4.41M | Sell |
79,529
-2,655
| -3% | -$147K | 0.1% | 138 |
|
|
2021
Q1 | $4.79M | Sell |
82,184
-5,885
| -7% | -$343K | 0.12% | 131 |
|
|
2020
Q4 | $4.22M | Sell |
88,069
-33,765
| -28% | -$1.62M | 0.11% | 131 |
|
|
2020
Q3 | $4.58M | Hold |
121,834
| – | – | 0.14% | 127 |
|
|
2020
Q2 | $4.58M | Sell |
121,834
-91,790
| -43% | -$3.45M | 0.14% | 127 |
|
|
2020
Q1 | $6.59M | Sell |
213,624
-95,475
| -31% | -$2.94M | 0.24% | 95 |
|
|
2019
Q4 | $17.4M | Buy |
309,099
+22,837
| +8% | +$1.29M | 0.48% | 60 |
|
|
2019
Q3 | $15.3K | Buy |
286,262
+15,020
| +6% | +$802 | 0.37% | 63 |
|
|
2019
Q2 | $13.3K | Buy |
271,242
+183
| +0.1% | +$9 | 0.33% | 69 |
|
|
2019
Q1 | $12.6M | Buy |
271,059
+138,046
| +104% | +$6.42M | 0.38% | 68 |
|
|
2018
Q4 | $5.76K | Buy |
133,013
+3,446
| +3% | +$149 | 0.18% | 99 |
|
|
2018
Q3 | $6.29M | Buy |
129,567
+2,631
| +2% | +$128K | 0.19% | 104 |
|
|
2018
Q2 | $6.4M | Buy |
126,936
+11,545
| +10% | +$582K | 0.2% | 99 |
|
|
2018
Q1 | $6.01M | Buy |
115,391
+17,766
| +18% | +$925K | 0.19% | 110 |
|
|
2017
Q4 | $4.85M | Sell |
97,625
-232,780
| -70% | -$11.6M | 0.16% | 120 |
|
|
2017
Q3 | $15.5M | Buy |
330,405
+172
| +0.1% | +$8.07K | 0.53% | 54 |
|
|
2017
Q2 | $15M | Sell |
330,233
-9,910
| -3% | -$450K | 0.52% | 57 |
|
|
2017
Q1 | $15.2M | Buy |
340,143
+24,347
| +8% | +$1.09M | 0.53% | 58 |
|
|
2016
Q4 | $14.8M | Buy |
315,796
+308,186
| +4,050% | +$14.5M | 0.55% | 54 |
|
|
2016
Q3 | $287K | Hold |
7,610
| – | – | 0.01% | 298 |
|
|
2016
Q2 | $271K | Buy |
+7,610
| New | +$271K | 0.01% | 299 |
|
|
2015
Q3 | – | Sell |
-8,526
| Closed | -$344 | – | 308 |
|
|
2015
Q2 | $344 | Sell |
8,526
-425
| -5% | -$17 | 0.02% | 246 |
|
|
2015
Q1 | $349 | Sell |
8,951
-7,771
| -46% | -$303 | 0.02% | 239 |
|
|
2014
Q4 | $650K | Sell |
16,722
-17,974
| -52% | -$699K | 0.03% | 197 |
|
|
2014
Q3 | $1.29K | Sell |
34,696
-117,000
| -77% | -$4.35K | 0.06% | 154 |
|
|
2014
Q2 | $5.98M | Buy |
151,696
+4,570
| +3% | +$180K | 0.28% | 80 |
|
|
2014
Q1 | $5.91M | Buy |
+147,126
| New | +$5.91M | 0.33% | 80 |
|