Ategra Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
366,620
+40,000
| +12% | +$1.72M | 12.48% | 2 |
|
|
2025
Q1 | $13.4M | Hold |
326,620
| – | – | 10.45% | 3 |
|
|
2024
Q4 | $14.2M | Sell |
326,620
-339
| -0.1% | -$14.7K | 9.37% | 3 |
|
|
2024
Q3 | $14M | Buy |
326,959
+35,025
| +12% | +$1.5M | 9.93% | 2 |
|
|
2024
Q2 | $11.3M | Sell |
291,934
-53,382
| -15% | -$2.07M | 9.5% | 2 |
|
|
2024
Q1 | $13.5M | Buy |
345,316
+3,403
| +1% | +$133K | 6.08% | 3 |
|
|
2023
Q4 | $12.6M | Buy |
341,913
+2,941
| +0.9% | +$109K | 5.55% | 5 |
|
|
2023
Q3 | $9.7M | Buy |
338,972
+8,191
| +2% | +$234K | 5.26% | 5 |
|
|
2023
Q2 | $9.99M | Buy |
330,781
+240,181
| +265% | +$7.25M | 5.37% | 5 |
|
|
2023
Q1 | $3.09M | Buy |
+90,600
| New | +$3.09M | 1.7% | 15 |
|