AIM
Avity Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
313,421
+24,315
| +8% | +$1.05M | 1% | 31 |
|
|
2025
Q1 | $11.9M | Buy |
289,106
+8,463
| +3% | +$348K | 0.96% | 32 |
|
|
2024
Q4 | $12.2M | Buy |
280,643
+37,808
| +16% | +$1.64M | 0.95% | 31 |
|
|
2024
Q3 | $10.4M | Buy |
242,835
+7,085
| +3% | +$303K | 0.81% | 31 |
|
|
2024
Q2 | $9.16M | Sell |
235,750
-96,925
| -29% | -$3.77M | 0.74% | 31 |
|
|
2024
Q1 | $13M | Sell |
332,675
-327,586
| -50% | -$12.8M | 1.07% | 29 |
|
|
2023
Q4 | $24.4M | Buy |
660,261
+27,133
| +4% | +$1M | 2.18% | 24 |
|
|
2023
Q3 | $18.1M | Sell |
633,128
-58,073
| -8% | -$1.66M | 1.81% | 27 |
|
|
2023
Q2 | $21M | Buy |
691,201
+887
| +0.1% | +$26.9K | 1.94% | 26 |
|
|
2023
Q1 | $23.5M | Buy |
690,314
+14,165
| +2% | +$483K | 2.29% | 24 |
|
|
2022
Q4 | $29.1M | Buy |
676,149
+13,336
| +2% | +$574K | 2.97% | 15 |
|
|
2022
Q3 | $28.9M | Buy |
662,813
+2,077
| +0.3% | +$90.4K | 3.13% | 13 |
|
|
2022
Q2 | $31.3M | Buy |
660,736
+21,381
| +3% | +$1.01M | 3.22% | 14 |
|
|
2022
Q1 | $36.3M | Sell |
639,355
-2,967
| -0.5% | -$168K | 3.18% | 15 |
|
|
2021
Q4 | $37.6M | Buy |
642,322
+5,476
| +0.9% | +$321K | 2.93% | 18 |
|
|
2021
Q3 | $37.4M | Buy |
636,846
+13,038
| +2% | +$765K | 3.15% | 17 |
|
|
2021
Q2 | $34.6M | Buy |
623,808
+17,044
| +3% | +$946K | 2.92% | 22 |
|
|
2021
Q1 | $35.4M | Buy |
606,764
+52,666
| +10% | +$3.07M | 3.21% | 15 |
|
|
2020
Q4 | $26.6M | Buy |
554,098
+40,777
| +8% | +$1.95M | 2.54% | 24 |
|
|
2020
Q3 | $19.5M | Buy |
513,321
+91,369
| +22% | +$3.48M | 2.04% | 27 |
|
|
2020
Q2 | $15.8M | Sell |
421,952
-14,931
| -3% | -$561K | 1.78% | 29 |
|
|
2020
Q1 | $13.5M | Sell |
436,883
-39,966
| -8% | -$1.23M | 1.88% | 29 |
|
|
2019
Q4 | $26.9M | Buy |
+476,849
| New | +$26.9M | 2.97% | 18 |
|