Capital Management Associates (New York)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,607
| Closed | -$764K | – | 65 |
|
|
2024
Q4 | $764K | Sell |
17,607
-4,067
| -19% | -$176K | 0.9% | 41 |
|
|
2024
Q3 | $927K | Hold |
21,674
| – | – | 1.03% | 39 |
|
|
2024
Q2 | $842K | Sell |
21,674
-293
| -1% | -$11.4K | 1% | 40 |
|
|
2024
Q1 | $856K | Sell |
21,967
-3,622
| -14% | -$141K | 1.02% | 45 |
|
|
2023
Q4 | $945K | Buy |
25,589
+8,907
| +53% | +$329K | 1.2% | 34 |
|
|
2023
Q3 | $477K | Buy |
+16,682
| New | +$477K | 0.7% | 55 |
|