AFCM
Applied Finance Capital Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Buy |
21,656
+1,018
| +5% | +$43.8K | 0.06% | 128 |
|
|
2025
Q1 | $849K | Sell |
20,638
-550
| -3% | -$22.6K | 0.06% | 133 |
|
|
2024
Q4 | $919K | Buy |
21,188
+943
| +5% | +$40.9K | 0.04% | 124 |
|
|
2024
Q3 | $866K | Buy |
20,245
+7,678
| +61% | +$328K | 0.04% | 133 |
|
|
2024
Q2 | $488K | Buy |
12,567
+2,359
| +23% | +$91.6K | 0.02% | 194 |
|
|
2024
Q1 | $398K | Buy |
10,208
+1,206
| +13% | +$47K | 0.03% | 55 |
|
|
2023
Q4 | $332K | Sell |
9,002
-365
| -4% | -$13.5K | 0.03% | 57 |
|
|
2023
Q3 | $268K | Buy |
9,367
+1,570
| +20% | +$44.9K | 0.03% | 73 |
|
|
2023
Q2 | $237K | Buy |
+7,797
| New | +$237K | 0.03% | 73 |
|