Welch & Forbes’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 | $1.05M | Sell |
24,441
-171
| -0.7% | -$7.35K | 0.01% | 221 |
|
|
2025
Q1 | $1.01M | Sell |
24,612
-2,233
| -8% | -$91.9K | 0.01% | 225 |
|
|
2024
Q4 | $1.16M | Sell |
26,845
-965
| -3% | -$41.9K | 0.02% | 217 |
|
|
2024
Q3 | $1.19M | Sell |
27,810
-2,343
| -8% | -$100K | 0.02% | 215 |
|
|
2024
Q2 | $1.17M | Sell |
30,153
-9,534
| -24% | -$371K | 0.02% | 215 |
|
|
2024
Q1 | $1.55M | Sell |
39,687
-4,307
| -10% | -$168K | 0.02% | 202 |
|
|
2023
Q4 | $1.62M | Sell |
43,994
-1,295
| -3% | -$47.8K | 0.02% | 197 |
|
|
2023
Q3 | $1.3M | Sell |
45,289
-4,452
| -9% | -$127K | 0.02% | 205 |
|
|
2023
Q2 | $1.51M | Sell |
49,741
-1,272
| -2% | -$38.6K | 0.02% | 197 |
|
|
2023
Q1 | $1.74M | Sell |
51,013
-1,086
| -2% | -$37K | 0.03% | 182 |
|
|
2022
Q4 | $2.24M | Buy |
52,099
+163
| +0.3% | +$7.01K | 0.04% | 168 |
|
|
2022
Q3 | $2.26M | Buy |
51,936
+128
| +0.2% | +$5.58K | 0.04% | 165 |
|
|
2022
Q2 | $2.46M | Buy |
51,808
+1,087
| +2% | +$51.6K | 0.05% | 162 |
|
|
2022
Q1 | $2.88M | Sell |
50,721
-1,933
| -4% | -$110K | 0.05% | 156 |
|
|
2021
Q4 | $3.08M | Sell |
52,654
-873
| -2% | -$51.1K | 0.05% | 159 |
|
|
2021
Q3 | $3.14M | Hold |
53,527
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $2.97M | Sell |
53,527
-315
| -0.6% | -$17.5K | 0.05% | 154 |
|
|
2021
Q1 | $3.14M | Sell |
53,842
-420
| -0.8% | -$24.5K | 0.06% | 146 |
|
|
2020
Q4 | $2.6M | Buy |
54,262
+5,118
| +10% | +$245K | 0.05% | 153 |
|
|
2020
Q3 | $1.87M | Buy |
49,144
+5,391
| +12% | +$205K | 0.04% | 164 |
|
|
2020
Q2 | $1.64M | Sell |
43,753
-235
| -0.5% | -$8.83K | 0.04% | 167 |
|
|
2020
Q1 | $1.36M | Buy |
+43,988
| New | +$1.36M | 0.04% | 167 |
|
|
2019
Q4 | – | Sell |
-14,029
| Closed | -$749K | – | 355 |
|
|
2019
Q3 | $749K | Buy |
14,029
+2,534
| +22% | +$135K | 0.02% | 224 |
|
|
2019
Q2 | $565K | Sell |
11,495
-4,644
| -29% | -$228K | 0.01% | 247 |
|
|
2019
Q1 | $751K | Buy |
16,139
+549
| +4% | +$25.5K | 0.02% | 218 |
|
|
2018
Q4 | $675K | Buy |
15,590
+5,298
| +51% | +$229K | 0.02% | 218 |
|
|
2018
Q3 | $500K | Buy |
10,292
+4,449
| +76% | +$216K | 0.01% | 260 |
|
|
2018
Q2 | $295K | Sell |
5,843
-198
| -3% | -$10K | 0.01% | 309 |
|
|
2018
Q1 | $315K | Buy |
6,041
+121
| +2% | +$6.31K | 0.01% | 298 |
|
|
2017
Q4 | $294K | Hold |
5,920
| – | – | 0.01% | 297 |
|
|
2017
Q3 | $277K | Buy |
5,920
+250
| +4% | +$11.7K | 0.01% | 301 |
|
|
2017
Q2 | $257K | Sell |
5,670
-210
| -4% | -$9.52K | 0.01% | 313 |
|
|
2017
Q1 | $263K | Buy |
5,880
+210
| +4% | +$9.39K | 0.01% | 303 |
|
|
2016
Q4 | $266K | Buy |
+5,670
| New | +$266K | 0.01% | 301 |
|
|
2016
Q3 | – | Sell |
-5,920
| Closed | -$211K | – | 344 |
|
|
2016
Q2 | $211K | Buy |
+5,920
| New | +$211K | 0.01% | 322 |
|
|
2016
Q1 | – | Sell |
-5,920
| Closed | -$224K | – | 356 |
|
|
2015
Q4 | $224K | Buy |
+5,920
| New | +$224K | 0.01% | 302 |
|
|
2015
Q3 | – | Sell |
-8,233
| Closed | -$332K | – | 339 |
|
|
2015
Q2 | $332K | Buy |
8,233
+70
| +0.9% | +$2.82K | 0.01% | 281 |
|
|
2015
Q1 | $318K | Hold |
8,163
| – | – | 0.01% | 285 |
|
|
2014
Q4 | $318K | Hold |
8,163
| – | – | 0.01% | 296 |
|
|
2014
Q3 | $304K | Sell |
8,163
-1,500
| -16% | -$55.9K | 0.01% | 295 |
|
|
2014
Q2 | $381K | Hold |
9,663
| – | – | 0.01% | 264 |
|
|
2014
Q1 | $388K | Hold |
9,663
| – | – | 0.01% | 274 |
|
|
2013
Q4 | $360K | Hold |
9,663
| – | – | 0.01% | 266 |
|
|
2013
Q3 | $326K | Hold |
9,663
| – | – | 0.01% | 287 |
|
|
2013
Q2 | $328K | Buy |
+9,663
| New | +$328K | 0.01% | 265 |
|