WhitTier Trust Company’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 | $357K | Buy |
8,308
+66
| +0.8% | +$2.84K | 0.01% | 432 |
|
|
2025
Q1 | $339K | Sell |
8,242
-706
| -8% | -$29.1K | 0.01% | 438 |
|
|
2024
Q4 | $388K | Sell |
8,948
-323
| -3% | -$14K | 0.01% | 397 |
|
|
2024
Q3 | $397K | Sell |
9,271
-723
| -7% | -$30.9K | 0.01% | 386 |
|
|
2024
Q2 | $388K | Buy |
9,994
+67
| +0.7% | +$2.6K | 0.01% | 375 |
|
|
2024
Q1 | $387K | Sell |
9,927
-2,471
| -20% | -$96.3K | 0.01% | 371 |
|
|
2023
Q4 | $458K | Sell |
12,398
-140,488
| -92% | -$5.19M | 0.01% | 349 |
|
|
2023
Q3 | $4.37M | Buy |
152,886
+471
| +0.3% | +$13.5K | 0.15% | 134 |
|
|
2023
Q2 | $4.62M | Buy |
152,415
+1,402
| +0.9% | +$42.5K | 0.16% | 134 |
|
|
2023
Q1 | $5.15M | Buy |
151,013
+3,762
| +3% | +$128K | 0.19% | 122 |
|
|
2022
Q4 | $6.33M | Sell |
147,251
-1,332
| -0.9% | -$57.3K | 0.25% | 100 |
|
|
2022
Q3 | $6.47M | Buy |
148,583
+7,412
| +5% | +$323K | 0.28% | 83 |
|
|
2022
Q2 | $6.7M | Buy |
141,171
+9,347
| +7% | +$443K | 0.28% | 88 |
|
|
2022
Q1 | $7.47M | Buy |
131,824
+15,222
| +13% | +$863K | 0.27% | 87 |
|
|
2021
Q4 | $6.83M | Buy |
116,602
+8,146
| +8% | +$477K | 0.25% | 94 |
|
|
2021
Q3 | $6.36M | Buy |
108,456
+3,874
| +4% | +$227K | 0.26% | 94 |
|
|
2021
Q2 | $5.8M | Sell |
104,582
-804
| -0.8% | -$44.6K | 0.24% | 101 |
|
|
2021
Q1 | $6.15M | Buy |
105,386
+8,237
| +8% | +$480K | 0.27% | 88 |
|
|
2020
Q4 | $4.66M | Buy |
97,149
+6,616
| +7% | +$317K | 0.23% | 101 |
|
|
2020
Q3 | $3.44M | Buy |
90,533
+2,038
| +2% | +$77.5K | 0.2% | 113 |
|
|
2020
Q2 | $3.32M | Buy |
88,495
+81,473
| +1,160% | +$3.06M | 0.21% | 106 |
|
|
2020
Q1 | $216K | Buy |
7,022
+3,234
| +85% | +$99.5K | 0.02% | 382 |
|
|
2019
Q4 | $213K | Buy |
3,788
+1,416
| +60% | +$79.6K | 0.01% | 394 |
|
|
2019
Q3 | $127K | Hold |
2,372
| – | – | 0.01% | 442 |
|
|
2019
Q2 | $117K | Buy |
2,372
+4
| +0.2% | +$197 | 0.01% | 455 |
|
|
2019
Q1 | $110K | Sell |
2,368
-84
| -3% | -$3.9K | 0.01% | 465 |
|
|
2018
Q4 | $106K | Buy |
2,452
+302
| +14% | +$13.1K | 0.01% | 449 |
|
|
2018
Q3 | $104K | Hold |
2,150
| – | – | 0.01% | 483 |
|
|
2018
Q2 | $108K | Hold |
2,150
| – | – | 0.01% | 471 |
|
|
2018
Q1 | $112K | Sell |
2,150
-314
| -13% | -$16.4K | 0.01% | 459 |
|
|
2017
Q4 | $123K | Hold |
2,464
| – | – | 0.01% | 426 |
|
|
2017
Q3 | $116K | Buy |
2,464
+87
| +4% | +$4.1K | 0.01% | 410 |
|
|
2017
Q2 | $108K | Sell |
2,377
-249
| -9% | -$11.3K | 0.01% | 415 |
|
|
2017
Q1 | $117K | Hold |
2,626
| – | – | 0.01% | 403 |
|
|
2016
Q4 | $123K | Buy |
2,626
+176
| +7% | +$8.24K | 0.01% | 400 |
|
|
2016
Q3 | $92K | Hold |
2,450
| – | – | 0.01% | 437 |
|
|
2016
Q2 | $87K | Buy |
2,450
+290
| +13% | +$10.3K | 0.01% | 442 |
|
|
2016
Q1 | $72K | Buy |
2,160
+1,650
| +324% | +$55K | 0.01% | 469 |
|
|
2015
Q4 | $19K | Hold |
510
| – | – | ﹤0.01% | 687 |
|
|
2015
Q3 | $18K | Hold |
510
| – | – | ﹤0.01% | 704 |
|
|
2015
Q2 | $21K | Hold |
510
| – | – | ﹤0.01% | 703 |
|
|
2015
Q1 | $20K | Hold |
510
| – | – | ﹤0.01% | 711 |
|
|
2014
Q4 | $20K | Hold |
510
| – | – | ﹤0.01% | 704 |
|
|
2014
Q3 | $19K | Hold |
510
| – | – | ﹤0.01% | 711 |
|
|
2014
Q2 | $20K | Hold |
510
| – | – | ﹤0.01% | 717 |
|
|
2014
Q1 | $20K | Hold |
510
| – | – | ﹤0.01% | 737 |
|
|
2013
Q4 | $19K | Hold |
510
| – | – | ﹤0.01% | 699 |
|
|
2013
Q3 | $17K | Hold |
510
| – | – | ﹤0.01% | 703 |
|
|
2013
Q2 | $17K | Buy |
+510
| New | +$17K | ﹤0.01% | 679 |
|