WBI Investments’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 | $935K | Buy |
+21,746
| New | +$935K | 0.24% | 121 |
|
|
2024
Q2 | – | Sell |
-57,481
| Closed | -$2.24M | – | 227 |
|
|
2024
Q1 | $2.24M | Buy |
57,481
+40,828
| +245% | +$1.59M | 0.47% | 53 |
|
|
2023
Q4 | $615K | Sell |
16,653
-1,218
| -7% | -$45K | 0.12% | 136 |
|
|
2023
Q3 | $511K | Buy |
17,871
+2,360
| +15% | +$67.5K | 0.1% | 135 |
|
|
2023
Q2 | $471K | Sell |
15,511
-2,418
| -13% | -$73.4K | 0.09% | 145 |
|
|
2023
Q1 | $611K | Sell |
17,929
-4,245
| -19% | -$145K | 0.12% | 151 |
|
|
2022
Q4 | $954K | Buy |
+22,174
| New | +$954K | 0.2% | 101 |
|
|
2022
Q2 | – | Sell |
-15,147
| Closed | -$858K | – | 194 |
|
|
2022
Q1 | $858K | Buy |
+15,147
| New | +$858K | 0.14% | 124 |
|
|
2021
Q4 | – | Sell |
-58,319
| Closed | -$3.3M | – | 235 |
|
|
2021
Q3 | $3.3M | Buy |
+58,319
| New | +$3.3M | 0.55% | 44 |
|
|
2019
Q4 | – | Sell |
-69,677
| Closed | -$3.72M | – | 250 |
|
|
2019
Q3 | $3.72M | Buy |
+69,677
| New | +$3.72M | 0.35% | 62 |
|
|
2017
Q3 | – | Sell |
-239,665
| Closed | -$10.9M | – | 376 |
|
|
2017
Q2 | $10.9M | Buy |
+239,665
| New | +$10.9M | 0.47% | 44 |
|
|
2016
Q4 | – | Sell |
-51,153
| Closed | -$1.93M | – | 391 |
|
|
2016
Q3 | $1.93M | Buy |
+51,153
| New | +$1.93M | 0.07% | 166 |
|
|
2014
Q1 | – | Sell |
-230,805
| Closed | -$8.61M | – | 135 |
|
|
2013
Q4 | $8.61M | Sell |
230,805
-37,529
| -14% | -$1.4M | 0.38% | 66 |
|
|
2013
Q3 | $9.06M | Buy |
+268,334
| New | +$9.06M | 0.43% | 64 |
|