Deseret Mutual Benefit Administrators’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Hold |
3,234
| – | – | 0.07% | 180 |
|
|
2025
Q1 | $133K | Hold |
3,234
| – | – | 0.07% | 180 |
|
|
2024
Q4 | $140K | Sell |
3,234
-265
| -8% | -$11.5K | 0.07% | 178 |
|
|
2024
Q3 | $150K | Sell |
3,499
-184
| -5% | -$7.87K | 0.08% | 168 |
|
|
2024
Q2 | $143K | Sell |
3,683
-165
| -4% | -$6.41K | 0.07% | 168 |
|
|
2024
Q1 | $150K | Buy |
3,848
+293
| +8% | +$11.4K | 0.08% | 158 |
|
|
2023
Q4 | $131K | Sell |
3,555
-450
| -11% | -$16.6K | 0.08% | 159 |
|
|
2023
Q3 | $115K | Buy |
4,005
+110
| +3% | +$3.15K | 0.06% | 188 |
|
|
2023
Q2 | $118K | Buy |
3,895
+792
| +26% | +$24K | 0.05% | 200 |
|
|
2023
Q1 | $106K | Buy |
3,103
+93
| +3% | +$3.17K | 0.04% | 210 |
|
|
2022
Q4 | $130K | Sell |
3,010
-2,187
| -42% | -$94.1K | 0.05% | 194 |
|
|
2022
Q3 | $226K | Sell |
5,197
-1,043
| -17% | -$45.4K | 0.06% | 182 |
|
|
2022
Q2 | $296K | Buy |
6,240
+449
| +8% | +$21.3K | 0.07% | 185 |
|
|
2022
Q1 | $328K | Sell |
5,791
-981
| -14% | -$55.6K | 0.07% | 186 |
|
|
2021
Q4 | $397K | Buy |
6,772
+352
| +5% | +$20.6K | 0.07% | 187 |
|
|
2021
Q3 | $377K | Sell |
6,420
-1,487
| -19% | -$87.3K | 0.07% | 182 |
|
|
2021
Q2 | $439K | Buy |
+7,907
| New | +$439K | 0.11% | 101 |
|