CAG
Csenge Advisory Group’s Truist Financial TFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.98M | Sell |
75,331
-364
| -0.5% | -$14.4K | 0.16% | 116 |
|
2025
Q1 | $2.72M | Sell |
75,695
-25,077
| -25% | -$900K | 0.15% | 121 |
|
2024
Q4 | $4.37M | Sell |
100,772
-12,729
| -11% | -$552K | 0.24% | 86 |
|
2024
Q3 | $4.91M | Sell |
113,501
-15,060
| -12% | -$651K | 0.26% | 81 |
|
2024
Q2 | $4.99M | Buy |
128,561
+100,637
| +360% | +$3.91M | 0.28% | 69 |
|
2024
Q1 | $1.09M | Buy |
27,924
+579
| +2% | +$22.6K | 0.06% | 245 |
|
2023
Q4 | $1.01M | Sell |
27,345
-1,291
| -5% | -$47.7K | 0.06% | 236 |
|
2023
Q3 | $819K | Buy |
28,636
+642
| +2% | +$18.4K | 0.06% | 250 |
|
2023
Q2 | $850K | Sell |
27,994
-408
| -1% | -$12.4K | 0.06% | 246 |
|
2023
Q1 | $969K | Sell |
28,402
-12,069
| -30% | -$412K | 0.07% | 212 |
|
2022
Q4 | $1.74M | Buy |
40,471
+16,228
| +67% | +$698K | 0.13% | 142 |
|
2022
Q3 | $1.06M | Buy |
24,243
+633
| +3% | +$27.6K | 0.09% | 193 |
|
2022
Q2 | $1.12M | Buy |
23,610
+2,663
| +13% | +$126K | 0.09% | 188 |
|
2022
Q1 | $1.19M | Sell |
20,947
-10,507
| -33% | -$596K | 0.09% | 191 |
|
2021
Q4 | $1.77M | Buy |
31,454
+1,805
| +6% | +$102K | 0.16% | 115 |
|
2021
Q3 | $1.79M | Sell |
29,649
-1,805
| -6% | -$109K | 0.15% | 120 |
|
2021
Q2 | $1.77M | Sell |
31,454
-2,734
| -8% | -$154K | 0.16% | 115 |
|
2021
Q1 | $2.05M | Buy |
34,188
+1,652
| +5% | +$99.2K | 0.21% | 86 |
|
2020
Q4 | $1.56M | Buy |
32,536
+474
| +1% | +$22.7K | 0.19% | 92 |
|
2020
Q3 | $1.31M | Sell |
32,062
-5,654
| -15% | -$231K | 0.18% | 95 |
|
2020
Q2 | $1.42M | Buy |
37,716
+9,300
| +33% | +$349K | 0.2% | 95 |
|
2020
Q1 | $876K | Buy |
28,416
+6,818
| +32% | +$210K | 0.23% | 94 |
|
2019
Q4 | $1.22M | Buy |
+21,598
| New | +$1.22M | 0.31% | 64 |
|
2018
Q4 | – | Sell |
-259
| Closed | -$13K | – | 1347 |
|
2018
Q3 | $13K | Sell |
259
-19,922
| -99% | -$1,000K | 0.01% | 464 |
|
2018
Q2 | $1.02M | Buy |
20,181
+7,034
| +54% | +$357K | 0.38% | 65 |
|
2018
Q1 | $684K | Buy |
+13,147
| New | +$684K | 0.24% | 105 |
|