Waldron Private Wealth’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 | $227K | Buy |
5,275
+17
| +0.3% | +$731 | 0.01% | 280 |
|
|
2025
Q1 | $216K | Sell |
5,258
-4,669
| -47% | -$192K | 0.01% | 275 |
|
|
2024
Q4 | $431K | Sell |
9,927
-111
| -1% | -$4.82K | 0.02% | 269 |
|
|
2024
Q3 | $429K | Buy |
10,038
+389
| +4% | +$16.6K | 0.02% | 272 |
|
|
2024
Q2 | $375K | Buy |
9,649
+4,138
| +75% | +$161K | 0.02% | 279 |
|
|
2024
Q1 | $215K | Buy |
+5,511
| New | +$215K | 0.01% | 382 |
|
|
2023
Q2 | – | Sell |
-10,910
| Closed | -$372K | – | 419 |
|
|
2023
Q1 | $372K | Sell |
10,910
-14,721
| -57% | -$502K | 0.02% | 296 |
|
|
2022
Q4 | $1.12M | Hold |
25,631
| – | – | 0.07% | 145 |
|
|
2022
Q3 | $1.12M | Sell |
25,631
-1,662
| -6% | -$72.3K | 0.07% | 145 |
|
|
2022
Q2 | $1.29M | Sell |
27,293
-213
| -0.8% | -$10.1K | 0.07% | 146 |
|
|
2022
Q1 | $1.56M | Buy |
27,506
+7,844
| +40% | +$445K | 0.08% | 131 |
|
|
2021
Q4 | $1.15M | Buy |
19,662
+279
| +1% | +$16.3K | 0.06% | 159 |
|
|
2021
Q3 | $1.14M | Buy |
19,383
+2,630
| +16% | +$154K | 0.07% | 138 |
|
|
2021
Q2 | $929K | Sell |
16,753
-9,648
| -37% | -$535K | 0.06% | 146 |
|
|
2021
Q1 | $1.54M | Hold |
26,401
| – | – | 0.11% | 103 |
|
|
2020
Q4 | $1.27M | Sell |
26,401
-217
| -0.8% | -$10.4K | 0.09% | 109 |
|
|
2020
Q3 | $1.01M | Buy |
26,618
+230
| +0.9% | +$8.74K | 0.09% | 114 |
|
|
2020
Q2 | $990K | Buy |
26,388
+4,129
| +19% | +$155K | 0.09% | 111 |
|
|
2020
Q1 | $686K | Sell |
22,259
-1,364
| -6% | -$42K | 0.07% | 124 |
|
|
2019
Q4 | $1.33M | Buy |
+23,623
| New | +$1.33M | 0.12% | 95 |
|
|
2017
Q2 | – | Sell |
-17,170
| Closed | -$689K | – | 201 |
|
|
2017
Q1 | $689K | Buy |
17,170
+10,370
| +153% | +$416K | 0.17% | 80 |
|
|
2016
Q4 | $319K | Sell |
6,800
-10,440
| -61% | -$490K | 0.11% | 87 |
|
|
2016
Q3 | $644K | Buy |
17,240
+85
| +0.5% | +$3.18K | 0.23% | 49 |
|
|
2016
Q2 | $626K | Hold |
17,155
| – | – | 0.23% | 50 |
|
|
2016
Q1 | $610K | Buy |
17,155
+175
| +1% | +$6.22K | 0.23% | 50 |
|
|
2015
Q4 | $635K | Hold |
16,980
| – | – | 0.24% | 47 |
|
|
2015
Q3 | $604K | Buy |
16,980
+6,625
| +64% | +$236K | 0.26% | 38 |
|
|
2015
Q2 | $417K | Sell |
10,355
-236
| -2% | -$9.5K | 0.16% | 51 |
|
|
2015
Q1 | $413K | Hold |
10,591
| – | – | 0.17% | 49 |
|
|
2014
Q4 | $412K | Sell |
10,591
-174
| -2% | -$6.77K | 0.17% | 46 |
|
|
2014
Q3 | $400K | Hold |
10,765
| – | – | 0.19% | 45 |
|
|
2014
Q2 | $424K | Buy |
10,765
+410
| +4% | +$16.1K | 0.2% | 48 |
|
|
2014
Q1 | $416K | Hold |
10,355
| – | – | 0.2% | 48 |
|
|
2013
Q4 | $386K | Buy |
+10,355
| New | +$386K | 0.18% | 51 |
|