Waverly 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 | $3.72M | Buy |
86,537
+7,924
| +10% | +$341K | 0.04% | 364 |
|
|
2025
Q1 | $3.23M | Buy |
78,613
+419
| +0.5% | +$17.2K | 0.04% | 375 |
|
|
2024
Q4 | $3.39M | Buy |
78,194
+6,546
| +9% | +$284K | 0.05% | 278 |
|
|
2024
Q3 | $3.06M | Buy |
71,648
+20,679
| +41% | +$884K | 0.06% | 263 |
|
|
2024
Q2 | $1.98M | Sell |
50,969
-7,265
| -12% | -$282K | 0.04% | 318 |
|
|
2024
Q1 | $2.27M | Buy |
58,234
+1,112
| +2% | +$43.3K | 0.05% | 238 |
|
|
2023
Q4 | $2.11M | Sell |
57,122
-8,826
| -13% | -$326K | 0.08% | 142 |
|
|
2023
Q3 | $1.89M | Buy |
65,948
+21,660
| +49% | +$620K | 0.08% | 141 |
|
|
2023
Q2 | $1.34M | Buy |
44,288
+4,723
| +12% | +$143K | 0.06% | 159 |
|
|
2023
Q1 | $1.35M | Buy |
39,565
+1,263
| +3% | +$43.1K | 0.07% | 122 |
|
|
2022
Q4 | $1.65M | Buy |
38,302
+24,460
| +177% | +$1.05M | 0.09% | 100 |
|
|
2022
Q3 | $603K | Buy |
+13,842
| New | +$603K | 0.04% | 141 |
|
|
2022
Q2 | – | Sell |
-4,413
| Closed | -$250K | – | 223 |
|
|
2022
Q1 | $250K | Buy |
4,413
+10
| +0.2% | +$567 | 0.02% | 175 |
|
|
2021
Q4 | $280K | Buy |
4,403
+68
| +2% | +$4.32K | 0.02% | 168 |
|
|
2021
Q3 | $275K | Buy |
4,335
+637
| +17% | +$40.4K | 0.02% | 179 |
|
|
2021
Q2 | $212K | Buy |
+3,698
| New | +$212K | 0.02% | 182 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$28K | – | 364 |
|
|
2015
Q3 | $28K | Hold |
800
| – | – | 0.02% | 211 |
|
|
2015
Q2 | $32K | Hold |
800
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $31K | Hold |
800
| – | – | 0.02% | 158 |
|
|
2014
Q4 | $31K | Buy |
+800
| New | +$31K | 0.02% | 171 |
|
|
2014
Q1 | – | Sell |
-266
| Closed | -$10K | – | 822 |
|
|
2013
Q4 | $10K | Sell |
266
-258
| -49% | -$9.7K | ﹤0.01% | 560 |
|
|
2013
Q3 | $18K | Buy |
+524
| New | +$18K | 0.01% | 368 |
|