XF
XML Financial’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
89,479
-2,269
| -2% | -$97.5K | 0.33% | 76 |
|
|
2025
Q1 | $3.78M | Sell |
91,748
-5,729
| -6% | -$236K | 0.35% | 77 |
|
|
2024
Q4 | $4.23M | Sell |
97,477
-1,931
| -2% | -$83.8K | 0.39% | 72 |
|
|
2024
Q3 | $4.25M | Sell |
99,408
-663
| -0.7% | -$28.4K | 0.39% | 72 |
|
|
2024
Q2 | $3.89M | Sell |
100,071
-2,347
| -2% | -$91.2K | 0.39% | 73 |
|
|
2024
Q1 | $3.99M | Sell |
102,418
-20,239
| -17% | -$789K | 0.41% | 70 |
|
|
2023
Q4 | $4.53M | Sell |
122,657
-3,390
| -3% | -$125K | 0.48% | 65 |
|
|
2023
Q3 | $3.61M | Sell |
126,047
-3,516
| -3% | -$101K | 0.43% | 71 |
|
|
2023
Q2 | $3.93M | Sell |
129,563
-1,003
| -0.8% | -$30.4K | 0.45% | 66 |
|
|
2023
Q1 | $4.45M | Buy |
130,566
+3,111
| +2% | +$106K | 0.54% | 59 |
|
|
2022
Q4 | $5.48M | Buy |
127,455
+7,395
| +6% | +$318K | 0.69% | 47 |
|
|
2022
Q3 | $5.23M | Buy |
120,060
+115,348
| +2,448% | +$5.02M | 0.73% | 44 |
|
|
2022
Q2 | $223K | Sell |
4,712
-103,597
| -96% | -$4.9M | 0.05% | 202 |
|
|
2022
Q1 | $6.14M | Buy |
108,309
+343
| +0.3% | +$19.4K | 0.73% | 42 |
|
|
2021
Q4 | $6.32M | Sell |
107,966
-398
| -0.4% | -$23.3K | 0.76% | 39 |
|
|
2021
Q3 | $6.36M | Buy |
108,364
+103,727
| +2,237% | +$6.08M | 0.85% | 35 |
|
|
2021
Q2 | $257K | Buy |
4,637
+16
| +0.3% | +$887 | 0.06% | 190 |
|
|
2021
Q1 | $269K | Sell |
4,621
-146
| -3% | -$8.5K | 0.07% | 173 |
|
|
2020
Q4 | $229K | Buy |
+4,767
| New | +$229K | 0.06% | 185 |
|
|
2020
Q1 | – | Sell |
-4,839
| Closed | -$273K | – | 195 |
|
|
2019
Q4 | $273K | Buy |
+4,839
| New | +$273K | 0.1% | 143 |
|