Winton Group’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 | $843K | Buy |
+19,603
| New | +$843K | 0.04% | 476 |
|
|
2024
Q4 | – | Sell |
-135,585
| Closed | -$5.8M | – | 782 |
|
|
2024
Q3 | $5.8M | Buy |
+135,585
| New | +$5.8M | 0.41% | 63 |
|
|
2024
Q2 | – | Sell |
-42,033
| Closed | -$1.64M | – | 731 |
|
|
2024
Q1 | $1.64M | Sell |
42,033
-9,532
| -18% | -$372K | 0.12% | 149 |
|
|
2023
Q4 | $1.9M | Buy |
+51,565
| New | +$1.9M | 0.14% | 124 |
|
|
2022
Q4 | – | Sell |
-12,685
| Closed | -$552K | – | 1035 |
|
|
2022
Q3 | $552K | Sell |
12,685
-12,573
| -50% | -$547K | 0.04% | 611 |
|
|
2022
Q2 | $1.2M | Buy |
+25,258
| New | +$1.2M | 0.06% | 428 |
|
|
2019
Q4 | – | Sell |
-390,996
| Closed | -$20.9M | – | 1762 |
|
|
2019
Q3 | $20.9M | Buy |
390,996
+76,290
| +24% | +$4.07M | 0.25% | 133 |
|
|
2019
Q2 | $15.5M | Buy |
+314,706
| New | +$15.5M | 0.3% | 132 |
|
|
2019
Q1 | – | Sell |
-4,762
| Closed | -$206K | – | 1179 |
|
|
2018
Q4 | $206K | Sell |
4,762
-640
| -12% | -$27.7K | ﹤0.01% | 799 |
|
|
2018
Q3 | $262K | Buy |
+5,402
| New | +$262K | 0.01% | 871 |
|
|
2018
Q2 | – | Sell |
-4,224
| Closed | -$220K | – | 1155 |
|
|
2018
Q1 | $220K | Sell |
4,224
-3,095
| -42% | -$161K | 0.01% | 1082 |
|
|
2017
Q4 | $364K | Sell |
7,319
-11,440
| -61% | -$569K | 0.01% | 562 |
|
|
2017
Q3 | $881K | Sell |
18,759
-2,960
| -14% | -$139K | 0.03% | 432 |
|
|
2017
Q2 | $986K | Buy |
21,719
+13,960
| +180% | +$634K | 0.03% | 354 |
|
|
2017
Q1 | $347K | Sell |
7,759
-121,223
| -94% | -$5.42M | 0.01% | 411 |
|
|
2016
Q4 | $6.07M | Buy |
128,982
+71,423
| +124% | +$3.36M | 0.2% | 149 |
|
|
2016
Q3 | $2.17M | Sell |
57,559
-669,094
| -92% | -$25.2M | 0.04% | 278 |
|
|
2016
Q2 | $25.9M | Sell |
726,653
-507,243
| -41% | -$18.1M | 0.43% | 89 |
|
|
2016
Q1 | $41.1M | Sell |
1,233,896
-173,044
| -12% | -$5.76M | 0.45% | 84 |
|
|
2015
Q4 | $53.2M | Buy |
1,406,940
+611,439
| +77% | +$23.1M | 0.47% | 74 |
|
|
2015
Q3 | $28.3M | Buy |
795,501
+123,018
| +18% | +$4.38M | 0.22% | 177 |
|
|
2015
Q2 | $27.1M | Sell |
672,483
-381,357
| -36% | -$15.4M | 0.25% | 155 |
|
|
2015
Q1 | $41.1M | Buy |
1,053,840
+141,623
| +16% | +$5.52M | 0.33% | 112 |
|
|
2014
Q4 | $35.5M | Buy |
912,217
+31,145
| +4% | +$1.21M | 0.44% | 67 |
|
|
2014
Q3 | $32.8M | Buy |
881,072
+655,538
| +291% | +$24.4M | 0.23% | 183 |
|
|
2014
Q2 | $8.89M | Buy |
+225,534
| New | +$8.89M | 0.06% | 349 |
|