Westpac Banking Corp’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 | $180K | Sell |
4,184
-3,204
| -43% | -$138K | 0.01% | 356 |
|
|
2025
Q1 | $304K | Sell |
7,388
-1,009
| -12% | -$41.5K | 0.02% | 294 |
|
|
2024
Q4 | $364K | Hold |
8,397
| – | – | 0.02% | 306 |
|
|
2024
Q3 | $359K | Hold |
8,397
| – | – | 0.02% | 313 |
|
|
2024
Q2 | $326K | Sell |
8,397
-1,248
| -13% | -$48.5K | 0.03% | 284 |
|
|
2024
Q1 | $376K | Sell |
9,645
-2
| -0% | -$78 | 0.03% | 281 |
|
|
2023
Q4 | $356K | Sell |
9,647
-2,098
| -18% | -$77.5K | 0.03% | 281 |
|
|
2023
Q3 | $336K | Buy |
11,745
+3,744
| +47% | +$107K | 0.03% | 341 |
|
|
2023
Q2 | $243K | Sell |
8,001
-107,679
| -93% | -$3.27M | 0.02% | 353 |
|
|
2023
Q1 | $3.94M | Sell |
115,680
-2,435
| -2% | -$83K | 0.05% | 386 |
|
|
2022
Q4 | $5.08M | Buy |
118,115
+4,499
| +4% | +$194K | 0.08% | 324 |
|
|
2022
Q3 | $4.95M | Hold |
113,616
| – | – | 0.08% | 335 |
|
|
2022
Q2 | $5.39M | Hold |
113,616
| – | – | 0.07% | 357 |
|
|
2022
Q1 | $6.44M | Sell |
113,616
-270
| -0.2% | -$15.3K | 0.07% | 333 |
|
|
2021
Q4 | $6.67M | Sell |
113,886
-2,533
| -2% | -$148K | 0.07% | 347 |
|
|
2021
Q3 | $6.83M | Sell |
116,419
-2,190
| -2% | -$128K | 0.07% | 353 |
|
|
2021
Q2 | $6.58M | Buy |
118,609
+2,190
| +2% | +$122K | 0.07% | 371 |
|
|
2021
Q1 | $6.79M | Hold |
116,419
| – | – | 0.07% | 329 |
|
|
2020
Q4 | $5.58M | Hold |
116,419
| – | – | 0.06% | 380 |
|
|
2020
Q3 | $4.43M | Buy |
116,419
+14,130
| +14% | +$538K | 0.06% | 377 |
|
|
2020
Q2 | $3.84M | Sell |
102,289
-17,568
| -15% | -$660K | 0.06% | 398 |
|
|
2020
Q1 | $3.7M | Hold |
119,857
| – | – | 0.06% | 349 |
|
|
2019
Q4 | $6.75M | Buy |
119,857
+54,081
| +82% | +$3.05M | 0.09% | 324 |
|
|
2019
Q3 | $3.51M | Hold |
65,776
| – | – | 0.05% | 434 |
|
|
2019
Q2 | $3.23M | Buy |
65,776
+13,005
| +25% | +$639K | 0.05% | 383 |
|
|
2019
Q1 | $2.46M | Hold |
52,771
| – | – | 0.04% | 408 |
|
|
2018
Q4 | $2.29M | Hold |
52,771
| – | – | 0.04% | 442 |
|
|
2018
Q3 | $2.56M | Hold |
52,771
| – | – | 0.04% | 405 |
|
|
2018
Q2 | $2.66M | Hold |
52,771
| – | – | 0.05% | 367 |
|
|
2018
Q1 | $2.75M | Hold |
52,771
| – | – | 0.05% | 354 |
|
|
2017
Q4 | $2.62M | Hold |
52,771
| – | – | 0.06% | 337 |
|
|
2017
Q3 | $2.48M | Sell |
52,771
-1,472
| -3% | -$69.1K | 0.05% | 374 |
|
|
2017
Q2 | $2.46M | Sell |
54,243
-17,389
| -24% | -$790K | 0.05% | 374 |
|
|
2017
Q1 | $3.2M | Buy |
71,632
+16,168
| +29% | +$723K | 0.03% | 493 |
|
|
2016
Q4 | $2.54M | Buy |
55,464
+421
| +0.8% | +$19.3K | 0.02% | 456 |
|
|
2016
Q3 | $2.08M | Buy |
55,043
+10,756
| +24% | +$406K | 0.02% | 462 |
|
|
2016
Q2 | $1.58M | Buy |
44,287
+10,700
| +32% | +$381K | 0.02% | 537 |
|
|
2016
Q1 | $1.12M | Sell |
33,587
-156,880
| -82% | -$5.22M | 0.01% | 532 |
|
|
2015
Q4 | $7.2M | Buy |
190,467
+73
| +0% | +$2.76K | 0.08% | 233 |
|
|
2015
Q3 | $6.78M | Sell |
190,394
-4,655
| -2% | -$166K | 0.07% | 247 |
|
|
2015
Q2 | $7.86M | Buy |
195,049
+144,395
| +285% | +$5.82M | 0.08% | 226 |
|
|
2015
Q1 | $2.27M | Sell |
50,654
-2,976
| -6% | -$133K | 0.02% | 488 |
|
|
2014
Q4 | $2.09M | Buy |
53,630
+332
| +0.6% | +$12.9K | 0.02% | 492 |
|
|
2014
Q3 | $1.98M | Buy |
53,298
+837
| +2% | +$31.1K | 0.02% | 496 |
|
|
2014
Q2 | $2.07M | Sell |
52,461
-170
| -0.3% | -$6.7K | 0.02% | 502 |
|
|
2014
Q1 | $2.11M | Buy |
52,631
+8,587
| +19% | +$345K | 0.02% | 469 |
|
|
2013
Q4 | $1.64M | Sell |
44,044
-528
| -1% | -$19.7K | 0.02% | 508 |
|
|
2013
Q3 | $1.5M | Sell |
44,572
-1,405
| -3% | -$47.4K | 0.02% | 492 |
|
|
2013
Q2 | $1.52M | Buy |
+45,977
| New | +$1.52M | 0.02% | 461 |
|