Whittier Trust’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 | $506K | Sell |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $911K | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $15.9M | Buy |
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|
2022
Q3 | $16.1M | Buy |
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|
2022
Q2 | $16.8M | Buy |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $19.8M | Buy |
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|
2021
Q3 | $19.2M | Sell |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $18.5M | Buy |
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|
2020
Q4 | $14.2M | Buy |
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|
2020
Q3 | $10.1M | Buy |
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|
2020
Q2 | $9.68M | Buy |
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|
2020
Q1 | $167K | Buy |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $21K | Buy |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $52K | Buy |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $20K | Sell |
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|
2018
Q1 | $32K | Buy |
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|
2017
Q4 | $27K | Buy |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $12K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $143K | Sell |
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|
2015
Q4 | $164K | Buy |
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|
2015
Q3 | $153K | Hold |
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|
2015
Q2 | $173K | Hold |
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|
2015
Q1 | $168K | Hold |
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|
2014
Q4 | $167K | Hold |
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|
2014
Q3 | $160K | Hold |
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|
2014
Q2 | $170K | Hold |
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|
2014
Q1 | $173K | Hold |
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|
2013
Q4 | $160K | Hold |
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|
2013
Q3 | $145K | Hold |
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|
2013
Q2 | $146K | Buy |
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