AAFMAA Wealth Management & Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-61,704
| Closed | -$1.87M | – | 52 |
|
|
2023
Q2 | $1.87M | Buy |
61,704
+22,723
| +58% | +$690K | 1.55% | 28 |
|
|
2023
Q1 | $1.33M | Buy |
38,981
+9,755
| +33% | +$333K | 1.07% | 34 |
|
|
2022
Q4 | $1.26M | Sell |
29,226
-74,701
| -72% | -$3.21M | 1.13% | 33 |
|
|
2022
Q3 | $4.53M | Sell |
103,927
-3,461
| -3% | -$151K | 3.33% | 7 |
|
|
2022
Q2 | $5.09M | Sell |
107,388
-2,702
| -2% | -$128K | 3.43% | 7 |
|
|
2022
Q1 | $6.24M | Buy |
110,090
+99,258
| +916% | +$5.63M | 2.88% | 9 |
|
|
2021
Q4 | $634K | Hold |
10,832
| – | – | 0.28% | 55 |
|
|
2021
Q3 | $635K | Hold |
10,832
| – | – | 0.3% | 55 |
|
|
2021
Q2 | $601K | Hold |
10,832
| – | – | 0.28% | 53 |
|
|
2021
Q1 | $631K | Hold |
10,832
| – | – | 0.3% | 51 |
|
|
2020
Q4 | $519K | Buy |
+10,832
| New | +$519K | 0.25% | 52 |
|