Welch Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60M | Buy |
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|
2025
Q2 | $55.8M | Buy |
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|
2025
Q1 | $50.8M | Buy |
|
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|
2024
Q4 | $54.1M | Buy |
|
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|
2024
Q3 | $53.1M | Buy |
|
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|
2024
Q2 | $47.5M | Buy |
|
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|
2024
Q1 | $46.7M | Buy |
|
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|
2023
Q4 | $26.5M | Sell |
|
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|
2023
Q3 | $31.2M | Buy |
|
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|
2023
Q2 | $30.5M | Buy |
|
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|
2023
Q1 | $30.2M | Buy |
|
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|
2022
Q4 | $33.1M | Buy |
|
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|
2022
Q3 | $33.5M | Buy |
|
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|
2022
Q2 | $33.8M | Buy |
|
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|
2022
Q1 | $4.18M | Buy |
|
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|
2021
Q4 | $3.97M | Buy |
|
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|
2021
Q3 | $3.79M | Buy |
|
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|
2021
Q2 | $3.14M | Buy |
|
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|
2021
Q1 | $3M | Buy |
|
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|
2020
Q4 | $1.94M | Buy |
|
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|
2020
Q3 | $1.37M | Buy |
|
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|
2020
Q2 | $1.27M | Buy |
|
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|
2020
Q1 | $630K | Buy |
|
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|
2019
Q4 | $678K | Buy |
|
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|
2019
Q3 | $478K | Buy |
|
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|
2019
Q2 | $424K | Buy |
|
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|
2019
Q1 | $385K | Buy |
|
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|
2018
Q4 | $262K | Buy |
|
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|
2018
Q3 | $290 | Buy |
|
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|
2018
Q2 | $255K | Buy |
|
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|
2018
Q1 | $258K | Buy |
|
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|
2017
Q4 | $199K | Hold |
|
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|
2017
Q3 | $188K | Sell |
|
|||||
|
2017
Q2 | $394K | Buy |
|
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|
2017
Q1 | $151K | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $166K | Hold |
|
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|
2015
Q4 | $188K | Buy |
|
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|
2015
Q3 | $176K | Buy |
|
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|
2015
Q2 | $194K | Hold |
|
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|
2015
Q1 | $188 | Hold |
|
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|
2014
Q4 | $187K | Buy |
|
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|
2014
Q3 | $174K | Hold |
|
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|
2014
Q2 | $184K | Hold |
|
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|
2014
Q1 | $187K | Sell |
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|
2013
Q4 | $188K | Buy |
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|
2013
Q3 | $139K | Buy |
|