Bragg Financial Advisors’s Truist Financial TFC Stock Holding History

Bragg Financial Advisors’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.87M	Sell	84,186 -937	-1%	-$46.3K	0.12%	149
2025 Q4	$4.19M	Buy	85,123 +6,516	+8%	+$300K	0.14%	145
2025 Q3	$3.59M	Sell	78,607 -1,445	-2%	-$65.1K	0.12%	148
2025 Q2	$3.44M	Sell	80,052 -634	-0.8%	-$24.8K	0.12%	151
2025 Q1	$3.32M	Sell	80,686 -2,701	-3%	-$120K	0.14%	146
2024 Q4	$3.62M	Sell	83,387 -596	-0.7%	-$26.6K	0.15%	141
2024 Q3	$3.59M	Sell	83,983 -15,006	-15%	-$634K	0.15%	142
2024 Q2	$3.85M	Sell	98,989 -3,482	-3%	-$132K	0.17%	134
2024 Q1	$3.99M	Sell	102,471 -1,464	-1%	-$53.6K	0.18%	134
2023 Q4	$3.84M	Sell	103,935 -437	-0.4%	-$13.7K	0.18%	133
2023 Q3	$2.99M	Sell	104,372 -822	-0.8%	-$25.3K	0.16%	137
2023 Q2	$3.19M	Sell	105,194 -656	-0.6%	-$20.4K	0.18%	133
2023 Q1	$3.61M	Sell	105,850 -297	-0.3%	-$13K	0.21%	129
2022 Q4	$4.57M	Buy	106,147 +3,228	+3%	+$142K	0.28%	115
2022 Q3	$4.48M	Buy	102,919 +10,518	+11%	+$506K	0.31%	116
2022 Q2	$4.38M	Buy	92,401 +174	+0.2%	+$8.58K	0.29%	116
2022 Q1	$5.23M	Buy	92,227 +985	+1%	+$60.8K	0.3%	110
2021 Q4	$5.35M	Hold	91,242	–	–	0.34%	101
2021 Q3	$5.35M	Buy	91,242 +3,457	+4%	+$193K	0.34%	101
2021 Q2	$4.87M	Buy	87,785 +2,648	+3%	+$156K	0.31%	110
2021 Q1	$4.96M	Buy	85,137 +15,349	+22%	+$841K	0.33%	105
2020 Q4	$3.35M	Sell	69,788 -1,954	-3%	-$88.5K	0.29%	107
2020 Q3	$2.73M	Sell	71,742 -1,151	-2%	-$43.4K	0.28%	106
2020 Q2	$2.74M	Sell	72,893 -2,038	-3%	-$73.4K	0.3%	100
2020 Q1	$2.31M	Buy	74,931 +15,512	+26%	+$734K	0.31%	106
2019 Q4	$3.35M	Buy	59,419 +6,288	+12%	+$340K	0.37%	91
2019 Q3	$2.84M	Sell	53,131 -802	-1%	-$39.7K	0.34%	100
2019 Q2	$2.65M	Sell	53,933 -541	-1%	-$26.5K	0.33%	105
2019 Q1	$2.54M	Buy	54,474 +2,644	+5%	+$129K	0.33%	103
2018 Q4	$2.25M	Buy	51,830 +1,150	+2%	+$55.2K	0.34%	102
2018 Q3	$2.46M	Sell	50,680 -233	-0.5%	-$12K	0.33%	105
2018 Q2	$2.57M	Sell	50,913 -140	-0.3%	-$7.44K	0.37%	102
2018 Q1	$2.66M	Buy	51,053 +1,718	+3%	+$92.5K	0.39%	100
2017 Q4	$2.45M	Sell	49,335 -670	-1%	-$32.3K	0.35%	108
2017 Q3	$2.35M	Buy	50,005 +132	+0.3%	+$6.07K	0.36%	106
2017 Q2	$2.27M	Buy	49,873 +1,730	+4%	+$75.1K	0.36%	111
2017 Q1	$2.15M	Buy	48,143 +40,543	+533%	+$1.89M	0.35%	109
2016 Q4	$357K	Buy	7,600 +348	+5%	+$14.8K	0.06%	225
2016 Q3	$274K	Buy	7,252 +113	+2%	+$4.21K	0.05%	229
2016 Q2	$254K	Sell	7,139 -1,422	-17%	-$49.7K	0.05%	234
2016 Q1	$285K	Buy	8,561 +100	+1%	+$3.32K	0.05%	226
2015 Q4	$320K	Sell	8,461 -250	-3%	-$9.4K	0.07%	209
2015 Q3	$310K	Sell	8,711 -45,511	-84%	-$1.76M	0.07%	197
2015 Q2	$2.19M	Sell	54,222 -4,352	-7%	-$172K	0.5%	78
2015 Q1	$2.28M	Buy	58,574 +2,213	+4%	+$83.4K	0.53%	75
2014 Q4	$2.19M	Sell	56,361 -872	-2%	-$32.8K	0.53%	78
2014 Q3	$2.13M	Hold	57,233	–	–	0.54%	75
2014 Q2	$2.26M	Sell	57,233 -935	-2%	-$35.9K	0.54%	74
2014 Q1	$2.34M	Hold	58,168	–	–	0.57%	68
2013 Q4	$2.17M	Buy	58,168 +1,383	+2%	+$47.8K	0.53%	77
2013 Q3	$1.92M	Sell	56,785 -1,052	-2%	-$36.7K	0.5%	82
2013 Q2	$1.96M	Buy	+57,837	New	+$1.85M	0.54%	70