Ziegler Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $2.96M | Sell |
76,317
-4,777
| -6% | -$185K | 0.11% | 192 |
|
2023
Q4 | $3M | Sell |
81,094
-114,050
| -58% | -$4.23M | 0.14% | 178 |
|
2023
Q3 | $5.58M | Buy |
195,144
+7,858
| +4% | +$225K | 0.22% | 154 |
|
2023
Q2 | $5.68M | Buy |
187,286
+126,273
| +207% | +$3.83M | 0.22% | 161 |
|
2023
Q1 | $2.08M | Buy |
61,013
+1,344
| +2% | +$45.8K | 0.08% | 219 |
|
2022
Q4 | $2.63M | Sell |
59,669
-6,610
| -10% | -$291K | 0.11% | 199 |
|
2022
Q3 | $2.91M | Sell |
66,279
-4,102
| -6% | -$180K | 0.13% | 190 |
|
2022
Q2 | $3.34M | Buy |
70,381
+31
| +0% | +$1.47K | 0.14% | 187 |
|
2022
Q1 | $3.9M | Sell |
70,350
-11,446
| -14% | -$634K | 0.16% | 168 |
|
2021
Q4 | $4.85M | Sell |
81,796
-6,075
| -7% | -$361K | 0.17% | 172 |
|
2021
Q3 | $5.21M | Sell |
87,871
-146,529
| -63% | -$8.69M | 0.19% | 175 |
|
2021
Q2 | $13M | Sell |
234,400
-16,560
| -7% | -$919K | 0.44% | 74 |
|
2021
Q1 | $14.6M | Buy |
250,960
+9,672
| +4% | +$564K | 0.46% | 69 |
|
2020
Q4 | $11.6M | Sell |
241,288
-8,293
| -3% | -$397K | 0.38% | 88 |
|
2020
Q3 | $9.5M | Buy |
249,581
+5,361
| +2% | +$204K | 0.37% | 79 |
|
2020
Q2 | $9.17M | Sell |
244,220
-14,372
| -6% | -$540K | 0.29% | 101 |
|
2020
Q1 | $7.97M | Buy |
+258,592
| New | +$7.97M | 0.21% | 133 |
|