Aull & Monroe Investment 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 | $530K | Sell |
12,335
-200
| -2% | -$8.6K | 0.28% | 71 |
|
|
2025
Q1 | $516K | Hold |
12,535
| – | – | 0.26% | 77 |
|
|
2024
Q4 | $544K | Sell |
12,535
-1,000
| -7% | -$43.4K | 0.28% | 76 |
|
|
2024
Q3 | $579K | Sell |
13,535
-1,308
| -9% | -$55.9K | 0.27% | 78 |
|
|
2024
Q2 | $577K | Sell |
14,843
-200
| -1% | -$7.77K | 0.28% | 76 |
|
|
2024
Q1 | $586K | Sell |
15,043
-10
| -0.1% | -$390 | 0.27% | 78 |
|
|
2023
Q4 | $556K | Sell |
15,053
-5,844
| -28% | -$216K | 0.27% | 76 |
|
|
2023
Q3 | $598K | Sell |
20,897
-2,563
| -11% | -$73.3K | 0.31% | 73 |
|
|
2023
Q2 | $712K | Sell |
23,460
-411
| -2% | -$12.5K | 0.36% | 70 |
|
|
2023
Q1 | $814K | Sell |
23,871
-352
| -1% | -$12K | 0.41% | 63 |
|
|
2022
Q4 | $1.04M | Sell |
24,223
-50
| -0.2% | -$2.15K | 0.52% | 57 |
|
|
2022
Q3 | $1.06M | Sell |
24,273
-629
| -3% | -$27.4K | 0.58% | 56 |
|
|
2022
Q2 | $1.18M | Sell |
24,902
-102
| -0.4% | -$4.84K | 0.6% | 53 |
|
|
2022
Q1 | $1.42M | Sell |
25,004
-250
| -1% | -$14.2K | 0.64% | 54 |
|
|
2021
Q4 | $1.48M | Sell |
25,254
-700
| -3% | -$41K | 0.66% | 51 |
|
|
2021
Q3 | $1.52M | Hold |
25,954
| – | – | 0.75% | 48 |
|
|
2021
Q2 | $1.44M | Hold |
25,954
| – | – | 0.68% | 50 |
|
|
2021
Q1 | $1.51M | Sell |
25,954
-1,123
| -4% | -$65.5K | 0.74% | 47 |
|
|
2020
Q4 | $1.3M | Hold |
27,077
| – | – | 0.69% | 47 |
|
|
2020
Q3 | $1.03M | Buy |
27,077
+2,727
| +11% | +$104K | 0.6% | 52 |
|
|
2020
Q2 | $914K | Sell |
24,350
-2,433
| -9% | -$91.3K | 0.57% | 56 |
|
|
2020
Q1 | $826K | Sell |
26,783
-2,156
| -7% | -$66.5K | 0.55% | 55 |
|
|
2019
Q4 | $1.63M | Buy |
28,939
+5,326
| +23% | +$300K | 0.83% | 42 |
|
|
2019
Q3 | $1.26M | Sell |
23,613
-300
| -1% | -$16K | 0.67% | 46 |
|
|
2019
Q2 | $1.18M | Sell |
23,913
-150
| -0.6% | -$7.37K | 0.62% | 51 |
|
|
2019
Q1 | $1.12M | Sell |
24,063
-1,800
| -7% | -$83.8K | 0.6% | 53 |
|
|
2018
Q4 | $1.12M | Sell |
25,863
-1,150
| -4% | -$49.8K | 0.64% | 50 |
|
|
2018
Q3 | $1.31M | Sell |
27,013
-124
| -0.5% | -$6.02K | 0.63% | 52 |
|
|
2018
Q2 | $1.37M | Sell |
27,137
-250
| -0.9% | -$12.6K | 0.7% | 51 |
|
|
2018
Q1 | $1.43M | Sell |
27,387
-300
| -1% | -$15.6K | 0.74% | 46 |
|
|
2017
Q4 | $1.38M | Sell |
27,687
-1,300
| -4% | -$64.7K | 0.69% | 49 |
|
|
2017
Q3 | $1.36M | Sell |
28,987
-200
| -0.7% | -$9.39K | 0.7% | 49 |
|
|
2017
Q2 | $1.33M | Sell |
29,187
-350
| -1% | -$15.9K | 0.71% | 49 |
|
|
2017
Q1 | $1.32M | Sell |
29,537
-204
| -0.7% | -$9.12K | 0.71% | 49 |
|
|
2016
Q4 | $1.4M | Hold |
29,741
| – | – | 0.78% | 46 |
|
|
2016
Q3 | $1.12M | Sell |
29,741
-500
| -2% | -$18.9K | 0.65% | 53 |
|
|
2016
Q2 | $1.08M | Sell |
30,241
-200
| -0.7% | -$7.12K | 0.62% | 58 |
|
|
2016
Q1 | $1.01M | Sell |
30,441
-100
| -0.3% | -$3.33K | 0.61% | 59 |
|
|
2015
Q4 | $1.16M | Hold |
30,541
| – | – | 0.72% | 51 |
|
|
2015
Q3 | $1.09M | Sell |
30,541
-1,230
| -4% | -$43.8K | 0.7% | 55 |
|
|
2015
Q2 | $1.28M | Sell |
31,771
-1,087
| -3% | -$43.8K | 0.75% | 48 |
|
|
2015
Q1 | $1.28M | Sell |
32,858
-1,300
| -4% | -$50.7K | 0.72% | 51 |
|
|
2014
Q4 | $1.33M | Sell |
34,158
-1,990
| -6% | -$77.4K | 0.72% | 49 |
|
|
2014
Q3 | $1.35M | Sell |
36,148
-2
| -0% | -$74 | 0.71% | 51 |
|
|
2014
Q2 | $1.43M | Sell |
36,150
-10
| -0% | -$394 | 0.76% | 51 |
|
|
2014
Q1 | $1.45M | Sell |
36,160
-520
| -1% | -$20.9K | 0.83% | 46 |
|
|
2013
Q4 | $1.37M | Hold |
36,680
| – | – | 0.8% | 47 |
|
|
2013
Q3 | $1.24M | Hold |
36,680
| – | – | 0.8% | 45 |
|
|
2013
Q2 | $1.24M | Buy |
+36,680
| New | +$1.24M | 0.84% | 47 |
|