Washington Trust Advisors’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 | $47K | Hold |
1,094
| – | – | ﹤0.01% | 326 |
|
2025
Q1 | $45K | Hold |
1,094
| – | – | ﹤0.01% | 329 |
|
2024
Q4 | $47.5K | Hold |
1,094
| – | – | ﹤0.01% | 332 |
|
2024
Q3 | $46.8K | Hold |
1,094
| – | – | ﹤0.01% | 324 |
|
2024
Q2 | $42.5K | Sell |
1,094
-2,072
| -65% | -$80.5K | ﹤0.01% | 331 |
|
2024
Q1 | $123K | Hold |
3,166
| – | – | 0.01% | 229 |
|
2023
Q4 | $117K | Hold |
3,166
| – | – | 0.01% | 235 |
|
2023
Q3 | $90.6K | Hold |
3,166
| – | – | 0.01% | 249 |
|
2023
Q2 | $96.1K | Hold |
3,166
| – | – | 0.01% | 240 |
|
2023
Q1 | $108K | Hold |
3,166
| – | – | 0.01% | 234 |
|
2022
Q4 | $136K | Hold |
3,166
| – | – | 0.01% | 209 |
|
2022
Q3 | $138K | Hold |
3,166
| – | – | 0.01% | 237 |
|
2022
Q2 | $150K | Sell |
3,166
-93
| -3% | -$4.41K | 0.01% | 235 |
|
2022
Q1 | $185K | Sell |
3,259
-200
| -6% | -$11.4K | 0.01% | 251 |
|
2021
Q4 | $203K | Buy |
+3,459
| New | +$203K | 0.01% | 245 |
|