Whitney & Co’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 | $438K | Hold |
10,187
| – | – | 0.04% | 93 |
|
|
2025
Q1 | $419K | Sell |
10,187
-129
| -1% | -$5.31K | 0.04% | 93 |
|
|
2024
Q4 | $448K | Sell |
10,316
-7
| -0.1% | -$304 | 0.05% | 88 |
|
|
2024
Q3 | $442K | Buy |
10,323
+7
| +0.1% | +$299 | 0.05% | 90 |
|
|
2024
Q2 | $401K | Sell |
10,316
-4,100
| -28% | -$159K | 0.05% | 91 |
|
|
2024
Q1 | $562K | Hold |
14,416
| – | – | 0.07% | 82 |
|
|
2023
Q4 | $532K | Sell |
14,416
-129
| -0.9% | -$4.76K | 0.07% | 84 |
|
|
2023
Q3 | $416K | Sell |
14,545
-136
| -0.9% | -$3.89K | 0.06% | 90 |
|
|
2023
Q2 | $446K | Sell |
14,681
-388
| -3% | -$11.8K | 0.06% | 90 |
|
|
2023
Q1 | $514K | Sell |
15,069
-814
| -5% | -$27.8K | 0.08% | 82 |
|
|
2022
Q4 | $683K | Sell |
15,883
-258
| -2% | -$11.1K | 0.13% | 76 |
|
|
2022
Q3 | $703K | Sell |
16,141
-453
| -3% | -$19.7K | 0.14% | 77 |
|
|
2022
Q2 | $787K | Sell |
16,594
-582
| -3% | -$27.6K | 0.14% | 74 |
|
|
2022
Q1 | $974K | Buy |
17,176
+214
| +1% | +$12.1K | 0.15% | 74 |
|
|
2021
Q4 | $993K | Sell |
16,962
-395
| -2% | -$23.1K | 0.15% | 71 |
|
|
2021
Q3 | $1.02M | Sell |
17,357
-663
| -4% | -$38.9K | 0.16% | 67 |
|
|
2021
Q2 | $1M | Sell |
18,020
-420
| -2% | -$23.3K | 0.16% | 64 |
|
|
2021
Q1 | $1.08M | Sell |
18,440
-1,190
| -6% | -$69.4K | 0.19% | 61 |
|
|
2020
Q4 | $986K | Sell |
19,630
-441
| -2% | -$22.2K | 0.16% | 69 |
|
|
2020
Q3 | $764K | Sell |
20,071
-689
| -3% | -$26.2K | 0.14% | 71 |
|
|
2020
Q2 | $780K | Sell |
20,760
-3,921
| -16% | -$147K | 0.16% | 65 |
|
|
2020
Q1 | $761K | Sell |
24,681
-5,236
| -18% | -$161K | 0.19% | 62 |
|
|
2019
Q4 | $1.69M | Buy |
+29,917
| New | +$1.69M | 0.34% | 60 |
|
|
2018
Q4 | – | Sell |
-122
| Closed | -$6K | – | 421 |
|
|
2018
Q3 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 378 |
|