United Capital 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 | $2.35M | Buy |
54,655
+10,103
| +23% | +$434K | 0.02% | 408 |
|
|
2025
Q1 | $1.83M | Buy |
44,552
+2,999
| +7% | +$123K | 0.02% | 438 |
|
|
2024
Q4 | $1.8M | Sell |
41,553
-2,798
| -6% | -$121K | 0.02% | 438 |
|
|
2024
Q3 | $1.9M | Buy |
44,351
+1,898
| +4% | +$81.2K | 0.02% | 432 |
|
|
2024
Q2 | $1.65M | Sell |
42,453
-50,199
| -54% | -$1.95M | 0.01% | 440 |
|
|
2024
Q1 | $3.61M | Sell |
92,652
-8,548
| -8% | -$333K | 0.03% | 328 |
|
|
2023
Q4 | $3.74M | Sell |
101,200
-94,902
| -48% | -$3.5M | 0.03% | 324 |
|
|
2023
Q3 | $5.61M | Sell |
196,102
-35,734
| -15% | -$1.02M | 0.04% | 287 |
|
|
2023
Q2 | $7.04M | Sell |
231,836
-13,305
| -5% | -$404K | 0.04% | 276 |
|
|
2023
Q1 | $8.36M | Sell |
245,141
-61,241
| -20% | -$2.09M | 0.05% | 260 |
|
|
2022
Q4 | $13.2M | Buy |
306,382
+5,695
| +2% | +$245K | 0.07% | 216 |
|
|
2022
Q3 | $13.1M | Sell |
300,687
-5,399
| -2% | -$235K | 0.08% | 210 |
|
|
2022
Q2 | $14.5M | Buy |
306,086
+4,674
| +2% | +$222K | 0.08% | 210 |
|
|
2022
Q1 | $17.1M | Buy |
301,412
+11,764
| +4% | +$667K | 0.08% | 206 |
|
|
2021
Q4 | $17M | Buy |
289,648
+1,385
| +0.5% | +$81.1K | 0.08% | 222 |
|
|
2021
Q3 | $16.9M | Sell |
288,263
-16,994
| -6% | -$997K | 0.08% | 208 |
|
|
2021
Q2 | $16.9M | Buy |
305,257
+8,162
| +3% | +$453K | 0.09% | 208 |
|
|
2021
Q1 | $17.3M | Sell |
297,095
-66
| -0% | -$3.85K | 0.1% | 201 |
|
|
2020
Q4 | $14.2M | Buy |
297,161
+85,870
| +41% | +$4.12M | 0.09% | 216 |
|
|
2020
Q3 | $8.04M | Buy |
211,291
+11,849
| +6% | +$451K | 0.05% | 276 |
|
|
2020
Q2 | $7.49M | Sell |
199,442
-23,812
| -11% | -$894K | 0.05% | 295 |
|
|
2020
Q1 | $6.89M | Sell |
223,254
-11,430
| -5% | -$352K | 0.06% | 288 |
|
|
2019
Q4 | $13.2M | Buy |
234,684
+23,790
| +11% | +$1.34M | 0.09% | 261 |
|
|
2019
Q3 | $11.3M | Buy |
210,894
+26,056
| +14% | +$1.39M | 0.08% | 274 |
|
|
2019
Q2 | $9.08M | Buy |
184,838
+107,097
| +138% | +$5.26M | 0.06% | 308 |
|
|
2019
Q1 | $3.62M | Sell |
77,741
-19,877
| -20% | -$925K | 0.03% | 466 |
|
|
2018
Q4 | $4.23M | Buy |
97,618
+4,130
| +4% | +$179K | 0.03% | 406 |
|
|
2018
Q3 | $4.54M | Buy |
93,488
+7,616
| +9% | +$370K | 0.03% | 448 |
|
|
2018
Q2 | $4.33M | Buy |
85,872
+6,194
| +8% | +$312K | 0.03% | 443 |
|
|
2018
Q1 | $4.15M | Buy |
79,678
+9,182
| +13% | +$478K | 0.03% | 440 |
|
|
2017
Q4 | $3.53M | Buy |
70,496
+1,557
| +2% | +$78K | 0.03% | 470 |
|
|
2017
Q3 | $3.24M | Sell |
68,939
-1,214
| -2% | -$57K | 0.03% | 463 |
|
|
2017
Q2 | $3.19M | Buy |
70,153
+2,779
| +4% | +$126K | 0.03% | 464 |
|
|
2017
Q1 | $3.01M | Sell |
67,374
-1,347
| -2% | -$60.2K | 0.03% | 467 |
|
|
2016
Q4 | $3.23M | Sell |
68,721
-1,505
| -2% | -$70.8K | 0.03% | 462 |
|
|
2016
Q3 | $2.65M | Sell |
70,226
-4,645
| -6% | -$175K | 0.03% | 516 |
|
|
2016
Q2 | $2.7M | Sell |
74,871
-589
| -0.8% | -$21.2K | 0.03% | 490 |
|
|
2016
Q1 | $2.51M | Buy |
75,460
+3,278
| +5% | +$109K | 0.03% | 480 |
|
|
2015
Q4 | $2.73M | Sell |
72,182
-15,197
| -17% | -$575K | 0.03% | 481 |
|
|
2015
Q3 | $3.11M | Buy |
87,379
+2,531
| +3% | +$90.1K | 0.04% | 428 |
|
|
2015
Q2 | $3.42M | Sell |
84,848
-66
| -0.1% | -$2.66K | 0.04% | 451 |
|
|
2015
Q1 | $3.25M | Buy |
84,914
+28,488
| +50% | +$1.09M | 0.04% | 445 |
|
|
2014
Q4 | $2.19M | Sell |
56,426
-4,019
| -7% | -$156K | 0.03% | 448 |
|
|
2014
Q3 | $2.25M | Sell |
60,445
-296
| -0.5% | -$11K | 0.04% | 417 |
|
|
2014
Q2 | $2.4M | Sell |
60,741
-4,080
| -6% | -$161K | 0.04% | 382 |
|
|
2014
Q1 | $2.6M | Buy |
64,821
+17,021
| +36% | +$684K | 0.06% | 313 |
|
|
2013
Q4 | $1.78M | Sell |
47,800
-17,916
| -27% | -$669K | 0.06% | 256 |
|
|
2013
Q3 | $2.22M | Buy |
65,716
+8,303
| +14% | +$280K | 0.07% | 239 |
|
|
2013
Q2 | $1.95M | Buy |
+57,413
| New | +$1.95M | 0.05% | 313 |
|