Vontobel Holding’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 | $790K | Buy |
18,369
+556
| +3% | +$23.9K | ﹤0.01% | 660 |
|
|
2025
Q1 | $733K | Sell |
17,813
-3,257
| -15% | -$134K | ﹤0.01% | 676 |
|
|
2024
Q4 | $914K | Sell |
21,070
-1,247
| -6% | -$54.1K | ﹤0.01% | 623 |
|
|
2024
Q3 | $954K | Buy |
22,317
+426
| +2% | +$18.2K | ﹤0.01% | 604 |
|
|
2024
Q2 | $850K | Sell |
21,891
-1,030
| -4% | -$40K | ﹤0.01% | 608 |
|
|
2024
Q1 | $893K | Sell |
22,921
-831
| -3% | -$32.4K | 0.01% | 612 |
|
|
2023
Q4 | $877K | Hold |
23,752
| – | – | 0.01% | 629 |
|
|
2023
Q3 | $680K | Buy |
23,752
+1,957
| +9% | +$56K | 0.01% | 678 |
|
|
2023
Q2 | $661K | Buy |
21,795
+853
| +4% | +$25.9K | 0.01% | 715 |
|
|
2023
Q1 | $714K | Sell |
20,942
-2,533
| -11% | -$86.4K | 0.01% | 686 |
|
|
2022
Q4 | $999K | Buy |
23,475
+2,886
| +14% | +$123K | 0.01% | 582 |
|
|
2022
Q3 | $897K | Sell |
20,589
-1,778
| -8% | -$77.5K | 0.01% | 566 |
|
|
2022
Q2 | $1.06M | Sell |
22,367
-584
| -3% | -$27.7K | 0.01% | 532 |
|
|
2022
Q1 | $1.35M | Buy |
22,951
+738
| +3% | +$43.3K | 0.01% | 537 |
|
|
2021
Q4 | $1.3M | Buy |
22,213
+9,803
| +79% | +$573K | 0.01% | 561 |
|
|
2021
Q3 | $727K | Sell |
12,410
-5,585
| -31% | -$327K | 0.01% | 688 |
|
|
2021
Q2 | $995K | Buy |
17,995
+4,396
| +32% | +$243K | 0.01% | 592 |
|
|
2021
Q1 | $794K | Sell |
13,599
-1,968
| -13% | -$115K | 0.01% | 570 |
|
|
2020
Q4 | $824K | Buy |
+15,567
| New | +$824K | 0.01% | 519 |
|