AIS
AM Investment Strategies’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
87,078
+1,512
| +2% | +$65K | 0.88% | 20 |
|
|
2025
Q1 | $3.52M | Buy |
85,566
+46
| +0.1% | +$1.89K | 0.85% | 20 |
|
|
2024
Q4 | $3.71M | Sell |
85,520
-2,324
| -3% | -$101K | 0.9% | 18 |
|
|
2024
Q3 | $3.76M | Buy |
87,844
+46
| +0.1% | +$1.97K | 0.91% | 20 |
|
|
2024
Q2 | $3.41M | Buy |
87,798
+54
| +0.1% | +$2.1K | 0.84% | 17 |
|
|
2024
Q1 | $3.42M | Sell |
87,744
-2,463
| -3% | -$96K | 0.87% | 21 |
|
|
2023
Q4 | $3.33M | Sell |
90,207
-3,979
| -4% | -$147K | 0.94% | 21 |
|
|
2023
Q3 | $2.7M | Sell |
94,186
-1,111
| -1% | -$31.8K | 0.88% | 24 |
|
|
2023
Q2 | $2.89M | Sell |
95,297
-888
| -0.9% | -$26.9K | 0.91% | 22 |
|
|
2023
Q1 | $3.28M | Buy |
96,185
+1,538
| +2% | +$52.4K | 1.12% | 20 |
|
|
2022
Q4 | $4.07M | Buy |
94,647
+41
| +0% | +$1.76K | 1.45% | 15 |
|
|
2022
Q3 | $4.12M | Buy |
94,606
+1,163
| +1% | +$50.6K | 1.51% | 13 |
|
|
2022
Q2 | $4.43M | Buy |
93,443
+32
| +0% | +$1.52K | 1.55% | 15 |
|
|
2022
Q1 | $5.3M | Buy |
93,411
+80
| +0.1% | +$4.54K | 1.4% | 14 |
|
|
2021
Q4 | $5.47M | Buy |
93,331
+25
| +0% | +$1.46K | 1.31% | 14 |
|
|
2021
Q3 | $5.47M | Sell |
93,306
-6,888
| -7% | -$404K | 1.43% | 15 |
|
|
2021
Q2 | $5.56M | Sell |
100,194
-523
| -0.5% | -$29K | 1.43% | 14 |
|
|
2021
Q1 | $5.84M | Sell |
100,717
-724
| -0.7% | -$42K | 1.63% | 12 |
|
|
2020
Q4 | $4.86M | Buy |
101,441
+11,481
| +13% | +$550K | 1.5% | 12 |
|
|
2020
Q3 | $3.42M | Buy |
+89,960
| New | +$3.42M | 1.2% | 16 |
|