AMBIA
Allen Mooney & Barnes Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
32,669
+3,464
| +12% | +$149K | 0.23% | 59 |
|
|
2025
Q1 | $1.2M | Sell |
29,205
-780
| -3% | -$32.1K | 0.2% | 69 |
|
|
2024
Q4 | $1.3M | Sell |
29,985
-797
| -3% | -$34.6K | 0.22% | 63 |
|
|
2024
Q3 | $1.32M | Sell |
30,782
-3,743
| -11% | -$160K | 0.22% | 63 |
|
|
2024
Q2 | $1.34M | Sell |
34,525
-1,086
| -3% | -$42.2K | 0.24% | 61 |
|
|
2024
Q1 | $1.33M | Sell |
35,611
-1,072
| -3% | -$40K | 0.26% | 62 |
|
|
2023
Q4 | $1.35M | Sell |
36,683
-787
| -2% | -$29.1K | 0.26% | 62 |
|
|
2023
Q3 | $1.07M | Sell |
37,470
-144,054
| -79% | -$4.12M | 0.23% | 63 |
|
|
2023
Q2 | $5.51M | Buy |
181,524
+5,590
| +3% | +$170K | 1.22% | 30 |
|
|
2023
Q1 | $6M | Sell |
175,934
-1,519
| -0.9% | -$51.8K | 1.44% | 27 |
|
|
2022
Q4 | $7.64M | Buy |
177,453
+1,193
| +0.7% | +$51.3K | 1.84% | 25 |
|
|
2022
Q3 | $7.67M | Buy |
176,260
+11,650
| +7% | +$507K | 2.05% | 19 |
|
|
2022
Q2 | $7.81M | Buy |
164,610
+6,731
| +4% | +$319K | 2% | 18 |
|
|
2022
Q1 | $8.95M | Buy |
+157,879
| New | +$8.95M | 1.98% | 20 |
|