AIM
Anchor Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
69,963
-3,424
| -5% | -$147K | 0.26% | 99 |
|
|
2025
Q1 | $3.02M | Sell |
73,387
-2,636
| -3% | -$108K | 0.28% | 96 |
|
|
2024
Q4 | $3.3M | Sell |
76,023
-1,050
| -1% | -$45.5K | 0.31% | 87 |
|
|
2024
Q3 | $3.3M | Sell |
77,073
-4,415
| -5% | -$189K | 0.31% | 86 |
|
|
2024
Q2 | $3.17M | Buy |
81,488
+217
| +0.3% | +$8.43K | 0.33% | 83 |
|
|
2024
Q1 | $3.17M | Sell |
81,271
-1,753
| -2% | -$68.3K | 0.33% | 85 |
|
|
2023
Q4 | $3.07M | Buy |
83,024
+2,890
| +4% | +$107K | 0.35% | 77 |
|
|
2023
Q3 | $2.29M | Buy |
80,134
+2,899
| +4% | +$82.9K | 0.3% | 92 |
|
|
2023
Q2 | $2.34M | Buy |
77,235
+1,780
| +2% | +$54K | 0.3% | 97 |
|
|
2023
Q1 | $2.57M | Buy |
75,455
+2,093
| +3% | +$71.4K | 0.35% | 77 |
|
|
2022
Q4 | $3.16M | Buy |
73,362
+8,254
| +13% | +$355K | 0.45% | 63 |
|
|
2022
Q3 | $2.83M | Sell |
65,108
-945
| -1% | -$41.1K | 0.44% | 63 |
|
|
2022
Q2 | $3.13M | Sell |
66,053
-1,202
| -2% | -$57K | 0.45% | 57 |
|
|
2022
Q1 | $3.81M | Buy |
67,255
+1,552
| +2% | +$88K | 0.48% | 58 |
|
|
2021
Q4 | $3.85M | Buy |
65,703
+816
| +1% | +$47.8K | 0.48% | 62 |
|
|
2021
Q3 | $3.81M | Buy |
64,887
+1,033
| +2% | +$60.6K | 0.53% | 54 |
|
|
2021
Q2 | $3.54M | Buy |
63,854
+835
| +1% | +$46.3K | 0.49% | 60 |
|
|
2021
Q1 | $3.68M | Buy |
63,019
+2,745
| +5% | +$160K | 0.56% | 53 |
|
|
2020
Q4 | $2.89M | Buy |
60,274
+627
| +1% | +$30.1K | 0.52% | 58 |
|
|
2020
Q3 | $2.27M | Sell |
59,647
-1,001
| -2% | -$38.1K | 0.46% | 64 |
|
|
2020
Q2 | $2.28M | Sell |
60,648
-3,445
| -5% | -$129K | 0.51% | 58 |
|
|
2020
Q1 | $1.98M | Sell |
64,093
-7,379
| -10% | -$228K | 0.51% | 60 |
|
|
2019
Q4 | $4.03M | Buy |
71,472
+45,158
| +172% | +$2.54M | 0.86% | 23 |
|
|
2019
Q3 | $1.4M | Buy |
26,314
+1,401
| +6% | +$74.8K | 0.32% | 91 |
|
|
2019
Q2 | $1.22M | Buy |
24,913
+7
| +0% | +$344 | 0.29% | 98 |
|
|
2019
Q1 | $1.16M | Buy |
24,906
+7
| +0% | +$326 | 0.29% | 98 |
|
|
2018
Q4 | $1.08M | Buy |
24,899
+2,637
| +12% | +$114K | 0.31% | 91 |
|
|
2018
Q3 | $1.08M | Sell |
22,262
-1,202
| -5% | -$58.3K | 0.25% | 111 |
|
|
2018
Q2 | $1.18M | Buy |
23,464
+6
| +0% | +$303 | 0.29% | 94 |
|
|
2018
Q1 | $1.22M | Sell |
23,458
-194
| -0.8% | -$10.1K | 0.32% | 89 |
|
|
2017
Q4 | $1.18M | Sell |
23,652
-645
| -3% | -$32.1K | 0.31% | 92 |
|
|
2017
Q3 | $1.14M | Buy |
24,297
+49
| +0.2% | +$2.3K | 0.33% | 90 |
|
|
2017
Q2 | $1.1M | Buy |
24,248
+6
| +0% | +$272 | 0.37% | 80 |
|
|
2017
Q1 | $1.08M | Sell |
24,242
-195
| -0.8% | -$8.72K | 0.37% | 78 |
|
|
2016
Q4 | $1.15M | Sell |
24,437
-245
| -1% | -$11.5K | 0.43% | 69 |
|
|
2016
Q3 | $931K | Sell |
24,682
-218
| -0.9% | -$8.22K | 0.36% | 79 |
|
|
2016
Q2 | $887K | Buy |
24,900
+4
| +0% | +$142 | 0.35% | 81 |
|
|
2016
Q1 | $828K | Buy |
+24,896
| New | +$828K | 0.34% | 82 |
|