WG
Welch Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8M | Buy |
1,298,835
+44,464
| +4% | +$1.91M | 2.33% | 23 |
|
|
2025
Q1 | $50.8M | Buy |
1,254,371
+6,949
| +0.6% | +$281K | 2.23% | 28 |
|
|
2024
Q4 | $54.1M | Buy |
1,247,422
+5,588
| +0.4% | +$242K | 2.44% | 22 |
|
|
2024
Q3 | $53.1M | Buy |
1,241,834
+19,054
| +2% | +$815K | 2.31% | 24 |
|
|
2024
Q2 | $47.5M | Buy |
1,222,780
+25,271
| +2% | +$982K | 2.28% | 26 |
|
|
2024
Q1 | $46.7M | Buy |
1,197,509
+480,883
| +67% | +$18.7M | 2.32% | 24 |
|
|
2023
Q4 | $26.5M | Sell |
716,626
-372,478
| -34% | -$13.8M | 1.42% | 31 |
|
|
2023
Q3 | $31.2M | Buy |
1,089,104
+83,069
| +8% | +$2.38M | 1.85% | 31 |
|
|
2023
Q2 | $30.5M | Buy |
1,006,035
+119,471
| +13% | +$3.63M | 1.75% | 31 |
|
|
2023
Q1 | $30.2M | Buy |
886,564
+117,421
| +15% | +$4M | 1.76% | 31 |
|
|
2022
Q4 | $33.1M | Buy |
769,143
+887
| +0.1% | +$38.2K | 1.89% | 29 |
|
|
2022
Q3 | $33.5M | Buy |
768,256
+55,070
| +8% | +$2.4M | 2.18% | 28 |
|
|
2022
Q2 | $33.8M | Buy |
713,186
+639,441
| +867% | +$30.3M | 2.06% | 29 |
|
|
2022
Q1 | $4.18M | Buy |
73,745
+5,875
| +9% | +$333K | 0.24% | 50 |
|
|
2021
Q4 | $3.97M | Buy |
67,870
+3,162
| +5% | +$185K | 0.23% | 49 |
|
|
2021
Q3 | $3.8M | Buy |
64,708
+8,191
| +14% | +$480K | 0.26% | 49 |
|
|
2021
Q2 | $3.14M | Buy |
56,517
+5,080
| +10% | +$282K | 0.21% | 51 |
|
|
2021
Q1 | $3M | Buy |
51,437
+10,876
| +27% | +$634K | 0.22% | 47 |
|
|
2020
Q4 | $1.94M | Buy |
40,561
+4,577
| +13% | +$219K | 0.16% | 57 |
|
|
2020
Q3 | $1.37M | Buy |
35,984
+2,069
| +6% | +$78.7K | 0.12% | 54 |
|
|
2020
Q2 | $1.27M | Buy |
33,915
+13,471
| +66% | +$506K | 0.12% | 53 |
|
|
2020
Q1 | $630K | Buy |
20,444
+8,414
| +70% | +$259K | 0.07% | 67 |
|
|
2019
Q4 | $678K | Buy |
12,030
+3,070
| +34% | +$173K | 0.07% | 67 |
|
|
2019
Q3 | $478K | Buy |
8,960
+331
| +4% | +$17.7K | 0.05% | 79 |
|
|
2019
Q2 | $424K | Buy |
8,629
+346
| +4% | +$17K | 0.05% | 79 |
|
|
2019
Q1 | $385K | Buy |
8,283
+2,243
| +37% | +$104K | 0.04% | 85 |
|
|
2018
Q4 | $262K | Buy |
6,040
+61
| +1% | +$2.65K | 0.03% | 97 |
|
|
2018
Q3 | $290 | Buy |
5,979
+929
| +18% | +$45 | 0.03% | 99 |
|
|
2018
Q2 | $255K | Buy |
5,050
+85
| +2% | +$4.29K | 0.03% | 101 |
|
|
2018
Q1 | $258K | Buy |
4,965
+967
| +24% | +$50.2K | 0.03% | 94 |
|
|
2017
Q4 | $199K | Hold |
3,998
| – | – | 0.03% | 101 |
|
|
2017
Q3 | $188K | Sell |
3,998
-4,679
| -54% | -$220K | 0.03% | 96 |
|
|
2017
Q2 | $394K | Buy |
8,677
+5,309
| +158% | +$241K | 0.07% | 86 |
|
|
2017
Q1 | $151K | Buy |
+3,368
| New | +$151K | 0.03% | 96 |
|
|
2016
Q2 | – | Sell |
-4,981
| Closed | -$166K | – | 135 |
|
|
2016
Q1 | $166K | Hold |
4,981
| – | – | 0.03% | 118 |
|
|
2015
Q4 | $188K | Buy |
4,981
+46
| +0.9% | +$1.74K | 0.03% | 109 |
|
|
2015
Q3 | $176K | Buy |
4,935
+120
| +2% | +$4.28K | 0.03% | 106 |
|
|
2015
Q2 | $194K | Hold |
4,815
| – | – | 0.04% | 111 |
|
|
2015
Q1 | $188 | Hold |
4,815
| – | – | 0.03% | 113 |
|
|
2014
Q4 | $187K | Buy |
4,815
+151
| +3% | +$5.86K | 0.04% | 109 |
|
|
2014
Q3 | $174K | Hold |
4,664
| – | – | 0.04% | 114 |
|
|
2014
Q2 | $184K | Hold |
4,664
| – | – | 0.04% | 111 |
|
|
2014
Q1 | $187K | Sell |
4,664
-370
| -7% | -$14.8K | 0.04% | 96 |
|
|
2013
Q4 | $188K | Buy |
5,034
+918
| +22% | +$34.3K | 0.04% | 99 |
|
|
2013
Q3 | $139K | Buy |
+4,116
| New | +$139K | 0.03% | 115 |
|