Waddell & Associates’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 | $307K | Buy |
7,134
+1,333
| +23% | +$57.3K | 0.03% | 163 |
|
|
2025
Q1 | $239K | Buy |
5,801
+26
| +0.5% | +$1.07K | 0.03% | 144 |
|
|
2024
Q4 | $251K | Buy |
5,775
+24
| +0.4% | +$1.04K | 0.03% | 135 |
|
|
2024
Q3 | $246K | Buy |
+5,751
| New | +$246K | 0.03% | 138 |
|
|
2023
Q4 | – | Sell |
-50,419
| Closed | -$1.44M | – | 170 |
|
|
2023
Q3 | $1.44M | Buy |
50,419
+783
| +2% | +$22.4K | 0.21% | 43 |
|
|
2023
Q2 | $1.51M | Buy |
49,636
+148
| +0.3% | +$4.49K | 0.22% | 40 |
|
|
2023
Q1 | $1.69M | Buy |
49,488
+450
| +0.9% | +$15.3K | 0.26% | 34 |
|
|
2022
Q4 | $2.11M | Buy |
49,038
+253
| +0.5% | +$10.9K | 0.35% | 29 |
|
|
2022
Q3 | $2.12M | Sell |
48,785
-1,978
| -4% | -$86.1K | 0.41% | 22 |
|
|
2022
Q2 | $2.41M | Buy |
50,763
+480
| +1% | +$22.8K | 0.49% | 19 |
|
|
2022
Q1 | $2.85M | Buy |
+50,283
| New | +$2.85M | 0.46% | 20 |
|