Veritable’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,597
| Closed | -$1.23M | – | 718 |
|
|
2023
Q2 | $1.23M | Sell |
40,597
-1,736
| -4% | -$53.9K | 0.02% | 330 |
|
|
2023
Q1 | $1.44M | Sell |
42,333
-1,948
| -4% | -$85K | 0.02% | 290 |
|
|
2022
Q4 | $1.91M | Sell |
44,281
-5,348
| -11% | -$235K | 0.03% | 239 |
|
|
2022
Q3 | $2.16M | Buy |
49,629
+1,662
| +3% | +$80K | 0.04% | 205 |
|
|
2022
Q2 | $2.27M | Buy |
47,967
+3,244
| +7% | +$160K | 0.04% | 223 |
|
|
2022
Q1 | $2.54M | Buy |
44,723
+2,340
| +6% | +$145K | 0.04% | 219 |
|
|
2021
Q4 | $2.48M | Sell |
42,383
-1,041
| -2% | -$63.6K | 0.04% | 223 |
|
|
2021
Q3 | $2.55M | Sell |
43,424
-2,494
| -5% | -$139K | 0.04% | 200 |
|
|
2021
Q2 | $2.55M | Sell |
45,918
-1,947
| -4% | -$114K | 0.04% | 202 |
|
|
2021
Q1 | $2.79M | Buy |
47,865
+2,448
| +5% | +$134K | 0.05% | 176 |
|
|
2020
Q4 | $2.18M | Sell |
45,417
-5,848
| -11% | -$265K | 0.04% | 203 |
|
|
2020
Q3 | $1.95M | Buy |
51,265
+984
| +2% | +$37.1K | 0.04% | 210 |
|
|
2020
Q2 | $1.89M | Sell |
50,281
-4,454
| -8% | -$160K | 0.04% | 204 |
|
|
2020
Q1 | $1.69M | Sell |
54,735
-2,733
| -5% | -$129K | 0.04% | 207 |
|
|
2019
Q4 | $3.24M | Buy |
57,468
+26,203
| +84% | +$1.42M | 0.06% | 170 |
|
|
2019
Q3 | $1.67M | Buy |
31,265
+309
| +1% | +$15.3K | 0.03% | 245 |
|
|
2019
Q2 | $1.52M | Buy |
30,956
+983
| +3% | +$48.1K | 0.03% | 260 |
|
|
2019
Q1 | $1.4M | Buy |
29,973
+658
| +2% | +$32.1K | 0.03% | 278 |
|
|
2018
Q4 | $1.27M | Buy |
29,315
+713
| +2% | +$34.2K | 0.03% | 273 |
|
|
2018
Q3 | $1.39M | Sell |
28,602
-2,127
| -7% | -$109K | 0.03% | 285 |
|
|
2018
Q2 | $1.55M | Sell |
30,729
-914
| -3% | -$48.6K | 0.03% | 259 |
|
|
2018
Q1 | $1.65M | Buy |
31,643
+2,501
| +9% | +$135K | 0.04% | 238 |
|
|
2017
Q4 | $1.45M | Buy |
29,142
+842
| +3% | +$40.6K | 0.03% | 266 |
|
|
2017
Q3 | $1.33M | Sell |
28,300
-257
| -0.9% | -$11.8K | 0.03% | 291 |
|
|
2017
Q2 | $1.3M | Sell |
28,557
-201
| -0.7% | -$8.73K | 0.03% | 300 |
|
|
2017
Q1 | $1.28M | Sell |
28,758
-1,416
| -5% | -$66.2K | 0.03% | 284 |
|
|
2016
Q4 | $1.42M | Buy |
30,174
+4,531
| +18% | +$193K | 0.03% | 258 |
|
|
2016
Q3 | $967K | Buy |
25,643
+2,660
| +12% | +$99.1K | 0.02% | 322 |
|
|
2016
Q2 | $818K | Buy |
22,983
+1,974
| +9% | +$69K | 0.02% | 338 |
|
|
2016
Q1 | $699K | Sell |
21,009
-2,473
| -11% | -$82.2K | 0.02% | 363 |
|
|
2015
Q4 | $888K | Buy |
23,482
+1,786
| +8% | +$67.2K | 0.02% | 340 |
|
|
2015
Q3 | $772K | Buy |
21,696
+2,857
| +15% | +$110K | 0.02% | 343 |
|
|
2015
Q2 | $759K | Sell |
18,839
-8,395
| -31% | -$332K | 0.02% | 364 |
|
|
2015
Q1 | $1.06M | Buy |
27,234
+381
| +1% | +$14.4K | 0.02% | 389 |
|
|
2014
Q4 | $1.04M | Sell |
26,853
-203
| -0.8% | -$7.64K | 0.02% | 399 |
|
|
2014
Q3 | $1.01M | Sell |
27,056
-14,408
| -35% | -$544K | 0.02% | 405 |
|
|
2014
Q2 | $1.64M | Buy |
41,464
+3,117
| +8% | +$120K | 0.03% | 294 |
|
|
2014
Q1 | $1.54M | Buy |
38,347
+11,051
| +40% | +$423K | 0.03% | 298 |
|
|
2013
Q4 | $1.02M | Sell |
27,296
-4,450
| -14% | -$154K | 0.02% | 392 |
|
|
2013
Q3 | $1.07M | Sell |
31,746
-2,364
| -7% | -$82.6K | 0.03% | 373 |
|
|
2013
Q2 | $1.16M | Buy |
+34,110
| New | +$1.09M | 0.03% | 361 |
|
Other funds holding TFC
