Veritable’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,597
| Closed | -$1.23M | – | 717 |
|
|
2023
Q2 | $1.23M | Sell |
40,597
-1,736
| -4% | -$52.7K | 0.02% | 329 |
|
|
2023
Q1 | $1.44M | Sell |
42,333
-1,948
| -4% | -$66.4K | 0.02% | 289 |
|
|
2022
Q4 | $1.91M | Sell |
44,281
-5,348
| -11% | -$230K | 0.03% | 238 |
|
|
2022
Q3 | $2.16M | Buy |
49,629
+1,662
| +3% | +$72.4K | 0.04% | 204 |
|
|
2022
Q2 | $2.28M | Buy |
47,967
+3,244
| +7% | +$154K | 0.04% | 222 |
|
|
2022
Q1 | $2.54M | Buy |
44,723
+2,340
| +6% | +$133K | 0.04% | 218 |
|
|
2021
Q4 | $2.48M | Sell |
42,383
-1,041
| -2% | -$61K | 0.04% | 222 |
|
|
2021
Q3 | $2.55M | Sell |
43,424
-2,494
| -5% | -$146K | 0.04% | 199 |
|
|
2021
Q2 | $2.55M | Sell |
45,918
-1,947
| -4% | -$108K | 0.04% | 201 |
|
|
2021
Q1 | $2.79M | Buy |
47,865
+2,448
| +5% | +$143K | 0.05% | 176 |
|
|
2020
Q4 | $2.18M | Sell |
45,417
-5,848
| -11% | -$280K | 0.04% | 201 |
|
|
2020
Q3 | $1.95M | Buy |
51,265
+984
| +2% | +$37.4K | 0.04% | 208 |
|
|
2020
Q2 | $1.89M | Sell |
50,281
-4,454
| -8% | -$167K | 0.04% | 204 |
|
|
2020
Q1 | $1.69M | Sell |
54,735
-2,733
| -5% | -$84.3K | 0.04% | 206 |
|
|
2019
Q4 | $3.24M | Buy |
57,468
+26,203
| +84% | +$1.48M | 0.06% | 169 |
|
|
2019
Q3 | $1.67M | Buy |
31,265
+309
| +1% | +$16.5K | 0.03% | 244 |
|
|
2019
Q2 | $1.52M | Buy |
30,956
+983
| +3% | +$48.3K | 0.03% | 260 |
|
|
2019
Q1 | $1.4M | Buy |
29,973
+658
| +2% | +$30.6K | 0.03% | 277 |
|
|
2018
Q4 | $1.27M | Buy |
29,315
+713
| +2% | +$30.9K | 0.03% | 272 |
|
|
2018
Q3 | $1.39M | Sell |
28,602
-2,127
| -7% | -$103K | 0.03% | 282 |
|
|
2018
Q2 | $1.55M | Sell |
30,729
-914
| -3% | -$46.1K | 0.03% | 256 |
|
|
2018
Q1 | $1.65M | Buy |
31,643
+2,501
| +9% | +$130K | 0.04% | 235 |
|
|
2017
Q4 | $1.45M | Buy |
29,142
+842
| +3% | +$41.9K | 0.03% | 262 |
|
|
2017
Q3 | $1.33M | Sell |
28,300
-257
| -0.9% | -$12.1K | 0.03% | 287 |
|
|
2017
Q2 | $1.3M | Sell |
28,557
-201
| -0.7% | -$9.13K | 0.03% | 297 |
|
|
2017
Q1 | $1.29M | Sell |
28,758
-1,416
| -5% | -$63.3K | 0.03% | 283 |
|
|
2016
Q4 | $1.42M | Buy |
30,174
+4,531
| +18% | +$213K | 0.03% | 256 |
|
|
2016
Q3 | $967K | Buy |
25,643
+2,660
| +12% | +$100K | 0.02% | 320 |
|
|
2016
Q2 | $818K | Buy |
22,983
+1,974
| +9% | +$70.3K | 0.02% | 337 |
|
|
2016
Q1 | $699K | Sell |
21,009
-2,473
| -11% | -$82.3K | 0.02% | 362 |
|
|
2015
Q4 | $888K | Buy |
23,482
+1,786
| +8% | +$67.5K | 0.02% | 338 |
|
|
2015
Q3 | $772K | Buy |
21,696
+2,857
| +15% | +$102K | 0.02% | 341 |
|
|
2015
Q2 | $759K | Sell |
18,839
-8,395
| -31% | -$338K | 0.02% | 363 |
|
|
2015
Q1 | $1.06M | Buy |
27,234
+381
| +1% | +$14.9K | 0.02% | 389 |
|
|
2014
Q4 | $1.04M | Sell |
26,853
-203
| -0.8% | -$7.89K | 0.02% | 398 |
|
|
2014
Q3 | $1.01M | Sell |
27,056
-14,408
| -35% | -$536K | 0.02% | 403 |
|
|
2014
Q2 | $1.64M | Buy |
41,464
+3,117
| +8% | +$123K | 0.03% | 293 |
|
|
2014
Q1 | $1.54M | Buy |
38,347
+11,051
| +40% | +$444K | 0.03% | 295 |
|
|
2013
Q4 | $1.02M | Sell |
27,296
-4,450
| -14% | -$166K | 0.02% | 390 |
|
|
2013
Q3 | $1.07M | Sell |
31,746
-2,364
| -7% | -$79.8K | 0.03% | 370 |
|
|
2013
Q2 | $1.16M | Buy |
+34,110
| New | +$1.16M | 0.03% | 358 |
|