Washington Trust’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
Sell
-1,641
Closed -$67.5K 678
2025
Q1
$67.5K Sell
1,641
-2,032
-55% -$83.6K ﹤0.01% 371
2024
Q4
$159K Sell
3,673
-9
-0.2% -$390 0.01% 293
2024
Q3
$157K Buy
3,682
+68
+2% +$2.91K 0.01% 297
2024
Q2
$140K Buy
3,614
+81
+2% +$3.15K 0.01% 309
2024
Q1
$138K Sell
3,533
-198
-5% -$7.72K 0.01% 310
2023
Q4
$138K Sell
3,731
-1,116
-23% -$41.2K 0.01% 298
2023
Q3
$139K Sell
4,847
-14,755
-75% -$422K 0.01% 271
2023
Q2
$595K Sell
19,602
-27,347
-58% -$830K 0.03% 167
2023
Q1
$1.6M Sell
46,949
-189,970
-80% -$6.48M 0.07% 119
2022
Q4
$10.2M Sell
236,919
-59,477
-20% -$2.56M 0.47% 75
2022
Q3
$12.9M Sell
296,396
-2,069
-0.7% -$90.1K 0.65% 53
2022
Q2
$14.2M Buy
298,465
+5,916
+2% +$281K 0.66% 54
2022
Q1
$16.6M Buy
292,549
+3,040
+1% +$172K 0.66% 52
2021
Q4
$17M Sell
289,509
-3,292
-1% -$193K 0.64% 52
2021
Q3
$17.2M Buy
292,801
+1,449
+0.5% +$85K 0.48% 69
2021
Q2
$16.2M Buy
291,352
+9,748
+3% +$541K 0.46% 70
2021
Q1
$16.4M Buy
281,604
+76,343
+37% +$4.45M 0.5% 65
2020
Q4
$9.84M Buy
205,261
+2,899
+1% +$139K 0.32% 97
2020
Q3
$7.7M Sell
202,362
-14,216
-7% -$541K 0.28% 101
2020
Q2
$7.96M Buy
216,578
+6,735
+3% +$247K 0.33% 94
2020
Q1
$6.47M Buy
+209,843
New +$6.47M 0.31% 95
2019
Q4
Sell
-209,321
Closed -$11.1M 232
2019
Q3
$11.1M Sell
209,321
-1,498
-0.7% -$79.5K 0.59% 59
2019
Q2
$10.4M Buy
210,819
+2,347
+1% +$115K 0.57% 59
2019
Q1
$10.3M Buy
208,472
+5,043
+2% +$249K 0.58% 60
2018
Q4
$8.81M Sell
203,429
-5,668
-3% -$246K 0.56% 61
2018
Q3
$10.2M Buy
209,097
+3,663
+2% +$178K 0.54% 65
2018
Q2
$10.4M Sell
205,434
-1,122
-0.5% -$56.6K 0.56% 60
2018
Q1
$10.7M Buy
206,556
+12,283
+6% +$639K 0.63% 58
2017
Q4
$9.66M Buy
194,273
+13,007
+7% +$647K 0.54% 62
2017
Q3
$8.51M Buy
181,266
+10,731
+6% +$504K 0.51% 67
2017
Q2
$7.74M Buy
170,535
+23,129
+16% +$1.05M 0.47% 71
2017
Q1
$6.59M Buy
147,406
+45,297
+44% +$2.03M 0.42% 79
2016
Q4
$4.8M Buy
+102,109
New +$4.8M 0.31% 89