William Blair & 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 | $1.53M | Buy |
35,511
+3,173
| +10% | +$136K | ﹤0.01% | 779 |
|
|
2025
Q1 | $1.33M | Sell |
32,338
-1,439
| -4% | -$59.2K | ﹤0.01% | 807 |
|
|
2024
Q4 | $1.47M | Sell |
33,777
-1,276
| -4% | -$55.4K | ﹤0.01% | 787 |
|
|
2024
Q3 | $1.5M | Buy |
35,053
+4,444
| +15% | +$190K | ﹤0.01% | 790 |
|
|
2024
Q2 | $1.19M | Sell |
30,609
-4,448
| -13% | -$173K | ﹤0.01% | 825 |
|
|
2024
Q1 | $1.37M | Sell |
35,057
-5,149
| -13% | -$201K | ﹤0.01% | 782 |
|
|
2023
Q4 | $1.48M | Sell |
40,206
-5,154
| -11% | -$190K | 0.01% | 744 |
|
|
2023
Q3 | $1.3M | Buy |
45,360
+4,972
| +12% | +$142K | 0.01% | 763 |
|
|
2023
Q2 | $1.23M | Sell |
40,388
-4,757
| -11% | -$144K | ﹤0.01% | 782 |
|
|
2023
Q1 | $1.54M | Sell |
45,145
-9,820
| -18% | -$335K | 0.01% | 718 |
|
|
2022
Q4 | $2.37M | Sell |
54,965
-19,865
| -27% | -$855K | 0.01% | 589 |
|
|
2022
Q3 | $3.26M | Buy |
74,830
+17,515
| +31% | +$763K | 0.02% | 517 |
|
|
2022
Q2 | $2.72M | Buy |
57,315
+625
| +1% | +$29.6K | 0.01% | 561 |
|
|
2022
Q1 | $3.21M | Buy |
56,690
+4,234
| +8% | +$240K | 0.01% | 578 |
|
|
2021
Q4 | $3.07M | Buy |
52,456
+18,175
| +53% | +$1.06M | 0.01% | 610 |
|
|
2021
Q3 | $2.01M | Sell |
34,281
-2,934
| -8% | -$172K | 0.01% | 703 |
|
|
2021
Q2 | $2.07M | Sell |
37,215
-15,810
| -30% | -$877K | 0.01% | 701 |
|
|
2021
Q1 | $3.09M | Sell |
53,025
-9,816
| -16% | -$572K | 0.01% | 566 |
|
|
2020
Q4 | $3.01M | Sell |
62,841
-2,897
| -4% | -$139K | 0.01% | 547 |
|
|
2020
Q3 | $2.5M | Buy |
65,738
+32,406
| +97% | +$1.23M | 0.01% | 541 |
|
|
2020
Q2 | $1.25M | Sell |
33,332
-1,900
| -5% | -$71.4K | 0.01% | 672 |
|
|
2020
Q1 | $1.09M | Sell |
35,232
-3,188
| -8% | -$98.4K | 0.01% | 640 |
|
|
2019
Q4 | $2.16M | Sell |
38,420
-9,441
| -20% | -$532K | 0.01% | 582 |
|
|
2019
Q3 | $2.55M | Sell |
47,861
-2,376
| -5% | -$127K | 0.01% | 521 |
|
|
2019
Q2 | $2.47M | Sell |
50,237
-2,626
| -5% | -$129K | 0.01% | 523 |
|
|
2019
Q1 | $2.46M | Sell |
52,863
-2,849
| -5% | -$133K | 0.02% | 504 |
|
|
2018
Q4 | $2.41M | Buy |
55,712
+6,864
| +14% | +$297K | 0.02% | 488 |
|
|
2018
Q3 | $2.37M | Buy |
48,848
+2,811
| +6% | +$136K | 0.01% | 522 |
|
|
2018
Q2 | $2.32M | Sell |
46,037
-16,404
| -26% | -$827K | 0.02% | 520 |
|
|
2018
Q1 | $3.25M | Buy |
62,441
+15,625
| +33% | +$813K | 0.02% | 452 |
|
|
2017
Q4 | $2.33M | Sell |
46,816
-25,503
| -35% | -$1.27M | 0.02% | 536 |
|
|
2017
Q3 | $3.4M | Buy |
72,319
+30,913
| +75% | +$1.45M | 0.03% | 429 |
|
|
2017
Q2 | $1.88M | Buy |
41,406
+1,643
| +4% | +$74.6K | 0.01% | 583 |
|
|
2017
Q1 | $1.79M | Sell |
39,763
-696
| -2% | -$31.3K | 0.01% | 571 |
|
|
2016
Q4 | $1.9M | Buy |
40,459
+723
| +2% | +$34K | 0.02% | 508 |
|
|
2016
Q3 | $1.5M | Buy |
39,736
+6,369
| +19% | +$240K | 0.01% | 551 |
|
|
2016
Q2 | $1.19M | Sell |
33,367
-4,512
| -12% | -$161K | 0.01% | 591 |
|
|
2016
Q1 | $1.26M | Buy |
37,879
+30,390
| +406% | +$1.01M | 0.01% | 561 |
|
|
2015
Q4 | $283K | Sell |
7,489
-3,000
| -29% | -$113K | ﹤0.01% | 966 |
|
|
2015
Q3 | $373K | Hold |
10,489
| – | – | ﹤0.01% | 1080 |
|
|
2015
Q2 | $422K | Sell |
10,489
-500
| -5% | -$20.1K | ﹤0.01% | 1814 |
|
|
2015
Q1 | $428K | Sell |
10,989
-1,552
| -12% | -$60.4K | ﹤0.01% | 1765 |
|
|
2014
Q4 | $487K | Buy |
12,541
+300
| +2% | +$11.7K | ﹤0.01% | 1691 |
|
|
2014
Q3 | $455K | Buy |
12,241
+100
| +0.8% | +$3.72K | ﹤0.01% | 1718 |
|
|
2014
Q2 | $478K | Buy |
12,141
+70
| +0.6% | +$2.76K | ﹤0.01% | 1676 |
|
|
2014
Q1 | $484K | Buy |
12,071
+1,483
| +14% | +$59.5K | ﹤0.01% | 1625 |
|
|
2013
Q4 | $394K | Sell |
10,588
-120
| -1% | -$4.47K | ﹤0.01% | 1657 |
|
|
2013
Q3 | $361K | Buy |
10,708
+620
| +6% | +$20.9K | ﹤0.01% | 1660 |
|
|
2013
Q2 | $342K | Buy |
+10,088
| New | +$342K | ﹤0.01% | 1627 |
|