Wedbush Securities’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,475
| Closed | -$498K | – | 1188 |
|
|
2024
Q4 | $498K | Buy |
+11,475
| New | +$498K | 0.02% | 613 |
|
|
2024
Q3 | – | Sell |
-8,414
| Closed | -$327K | – | 1239 |
|
|
2024
Q2 | $327K | Buy |
8,414
+353
| +4% | +$13.7K | 0.01% | 821 |
|
|
2024
Q1 | $314K | Buy |
+8,061
| New | +$314K | 0.01% | 855 |
|
|
2023
Q2 | – | Sell |
-14,294
| Closed | -$487K | – | 1128 |
|
|
2023
Q1 | $487K | Buy |
14,294
+413
| +3% | +$14.1K | 0.02% | 543 |
|
|
2022
Q4 | $597K | Sell |
13,881
-2,526
| -15% | -$109K | 0.03% | 460 |
|
|
2022
Q3 | $714K | Sell |
16,407
-290
| -2% | -$12.6K | 0.04% | 382 |
|
|
2022
Q2 | $792K | Sell |
16,697
-2,350
| -12% | -$111K | 0.04% | 357 |
|
|
2022
Q1 | $1.08M | Buy |
19,047
+1,693
| +10% | +$96K | 0.05% | 323 |
|
|
2021
Q4 | $1.02M | Buy |
17,354
+1,893
| +12% | +$111K | 0.04% | 370 |
|
|
2021
Q3 | $907K | Buy |
15,461
+1,693
| +12% | +$99.3K | 0.04% | 386 |
|
|
2021
Q2 | $764K | Buy |
13,768
+530
| +4% | +$29.4K | 0.04% | 451 |
|
|
2021
Q1 | $772K | Buy |
13,238
+3,915
| +42% | +$228K | 0.04% | 418 |
|
|
2020
Q4 | $447K | Sell |
9,323
-2,555
| -22% | -$123K | 0.04% | 502 |
|
|
2020
Q3 | $452K | Buy |
11,878
+3,065
| +35% | +$117K | 0.04% | 459 |
|
|
2020
Q2 | $331K | Buy |
8,813
+36
| +0.4% | +$1.35K | 0.03% | 570 |
|
|
2020
Q1 | $271K | Buy |
8,777
+1,901
| +28% | +$58.7K | 0.03% | 560 |
|
|
2019
Q4 | $387K | Buy |
6,876
+2,460
| +56% | +$138K | 0.03% | 569 |
|
|
2019
Q3 | $236K | Sell |
4,416
-151
| -3% | -$8.07K | 0.02% | 757 |
|
|
2019
Q2 | $224K | Sell |
4,567
-61
| -1% | -$2.99K | 0.02% | 771 |
|
|
2019
Q1 | $215K | Buy |
+4,628
| New | +$215K | 0.02% | 744 |
|
|
2018
Q4 | – | Sell |
-5,477
| Closed | -$266K | – | 925 |
|
|
2018
Q3 | $266K | Sell |
5,477
-393
| -7% | -$19.1K | 0.03% | 639 |
|
|
2018
Q2 | $296K | Buy |
5,870
+344
| +6% | +$17.3K | 0.04% | 561 |
|
|
2018
Q1 | $288K | Sell |
5,526
-4,982
| -47% | -$260K | 0.04% | 545 |
|
|
2017
Q4 | $522K | Sell |
10,508
-708
| -6% | -$35.2K | 0.06% | 374 |
|
|
2017
Q3 | $526K | Buy |
11,216
+2,108
| +23% | +$98.9K | 0.07% | 370 |
|
|
2017
Q2 | $414K | Buy |
9,108
+936
| +11% | +$42.5K | 0.05% | 437 |
|
|
2017
Q1 | $365K | Sell |
8,172
-403
| -5% | -$18K | 0.05% | 461 |
|
|
2016
Q4 | $403K | Sell |
8,575
-4,949
| -37% | -$233K | 0.06% | 396 |
|
|
2016
Q3 | $510K | Buy |
13,524
+5,176
| +62% | +$195K | 0.08% | 320 |
|
|
2016
Q2 | $297K | Sell |
8,348
-2,200
| -21% | -$78.3K | 0.05% | 466 |
|
|
2016
Q1 | $351K | Buy |
10,548
+142
| +1% | +$4.73K | 0.06% | 367 |
|
|
2015
Q4 | $393K | Buy |
10,406
+248
| +2% | +$9.37K | 0.07% | 321 |
|
|
2015
Q3 | $362K | Buy |
10,158
+161
| +2% | +$5.74K | 0.07% | 309 |
|
|
2015
Q2 | $403K | Buy |
9,997
+193
| +2% | +$7.78K | 0.07% | 320 |
|
|
2015
Q1 | $382K | Sell |
9,804
-828
| -8% | -$32.3K | 0.06% | 350 |
|
|
2014
Q4 | $413K | Buy |
10,632
+80
| +0.8% | +$3.11K | 0.06% | 310 |
|
|
2014
Q3 | $393K | Hold |
10,552
| – | – | 0.06% | 327 |
|
|
2014
Q2 | $416K | Buy |
10,552
+1,694
| +19% | +$66.8K | 0.07% | 303 |
|
|
2014
Q1 | $356K | Sell |
8,858
-10,825
| -55% | -$435K | 0.06% | 318 |
|
|
2013
Q4 | $735K | Sell |
19,683
-1,000
| -5% | -$37.3K | 0.17% | 144 |
|
|
2013
Q3 | $698K | Buy |
20,683
+4,095
| +25% | +$138K | 0.18% | 138 |
|
|
2013
Q2 | $562K | Buy |
+16,588
| New | +$562K | 0.15% | 163 |
|