BMCM
Bryn Mawr Capital Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
252,437
+8,650
| +4% | +$372K | 0.59% | 44 |
|
|
2025
Q1 | $10M | Buy |
243,787
+14,342
| +6% | +$590K | 0.6% | 45 |
|
|
2024
Q4 | $9.95M | Sell |
229,445
-857
| -0.4% | -$37.2K | 0.54% | 44 |
|
|
2024
Q3 | $9.85M | Sell |
230,302
-7,541
| -3% | -$323K | 0.53% | 51 |
|
|
2024
Q2 | $9.24M | Buy |
237,843
+6,019
| +3% | +$234K | 0.51% | 51 |
|
|
2024
Q1 | $9.04M | Buy |
231,824
+3,546
| +2% | +$138K | 0.51% | 52 |
|
|
2023
Q4 | $8.43M | Sell |
228,278
-16,376
| -7% | -$605K | 0.53% | 48 |
|
|
2023
Q3 | $7M | Buy |
244,654
+26,429
| +12% | +$756K | 0.46% | 57 |
|
|
2023
Q2 | $6.62M | Buy |
218,225
+132,250
| +154% | +$4.01M | 0.62% | 44 |
|
|
2023
Q1 | $2.93M | Buy |
85,975
+6,038
| +8% | +$206K | 0.31% | 81 |
|
|
2022
Q4 | $3.44M | Buy |
+79,937
| New | +$3.44M | 0.37% | 66 |
|
|
2020
Q1 | – | Sell |
-5,575
| Closed | -$314K | – | 91 |
|
|
2019
Q4 | $314K | Sell |
5,575
-21
| -0.4% | -$1.18K | 0.23% | 64 |
|
|
2019
Q3 | $299K | Hold |
5,596
| – | – | 0.25% | 60 |
|
|
2019
Q2 | $275K | Hold |
5,596
| – | – | 0.23% | 68 |
|
|
2019
Q1 | $260K | Sell |
5,596
-140
| -2% | -$6.51K | 0.23% | 67 |
|
|
2018
Q4 | $248K | Hold |
5,736
| – | – | 0.23% | 62 |
|
|
2018
Q3 | $278K | Hold |
5,736
| – | – | 0.23% | 63 |
|
|
2018
Q2 | $289K | Buy |
5,736
+140
| +3% | +$7.05K | 0.25% | 58 |
|
|
2018
Q1 | $291K | Hold |
5,596
| – | – | 0.26% | 58 |
|
|
2017
Q4 | $263K | Hold |
5,596
| – | – | 0.35% | 47 |
|
|
2017
Q3 | $263K | Hold |
5,596
| – | – | 0.27% | 56 |
|
|
2017
Q2 | $254K | Hold |
5,596
| – | – | 0.29% | 52 |
|
|
2017
Q1 | $250K | Buy |
+5,596
| New | +$250K | 0.26% | 63 |
|