Engineers Gate Manager’s Truist Financial TFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.17M | Sell |
97,022
-158,206
| -62% | -$6.8M | 0.05% | 445 |
|
2025
Q1 | $10.5M | Buy |
255,228
+62,071
| +32% | +$2.55M | 0.18% | 131 |
|
2024
Q4 | $8.38M | Buy |
193,157
+12,946
| +7% | +$562K | 0.15% | 189 |
|
2024
Q3 | $7.71M | Buy |
180,211
+159,661
| +777% | +$6.83M | 0.15% | 169 |
|
2024
Q2 | $798K | Sell |
20,550
-76,457
| -79% | -$2.97M | 0.02% | 1002 |
|
2024
Q1 | $3.78M | Sell |
97,007
-196,463
| -67% | -$7.66M | 0.1% | 266 |
|
2023
Q4 | $10.8M | Buy |
293,470
+271,648
| +1,245% | +$10M | 0.31% | 46 |
|
2023
Q3 | $624K | Sell |
21,822
-11,057
| -34% | -$316K | 0.02% | 954 |
|
2023
Q2 | $998K | Sell |
32,879
-834
| -2% | -$25.3K | 0.04% | 692 |
|
2023
Q1 | $1.15M | Sell |
33,713
-51,055
| -60% | -$1.74M | 0.05% | 548 |
|
2022
Q4 | $3.65M | Buy |
84,768
+71,578
| +543% | +$3.08M | 0.22% | 75 |
|
2022
Q3 | $574K | Buy |
+13,190
| New | +$574K | 0.04% | 712 |
|
2022
Q2 | – | Sell |
-110,089
| Closed | -$6.24M | – | 2258 |
|
2022
Q1 | $6.24M | Buy |
110,089
+101,839
| +1,234% | +$5.77M | 0.24% | 70 |
|
2021
Q4 | $483K | Buy |
8,250
+3,355
| +69% | +$196K | 0.02% | 1080 |
|
2021
Q3 | $287K | Sell |
4,895
-141,368
| -97% | -$8.29M | 0.02% | 1221 |
|
2021
Q2 | $8.12M | Buy |
146,263
+33,093
| +29% | +$1.84M | 0.52% | 8 |
|
2021
Q1 | $6.6M | Sell |
113,170
-15,974
| -12% | -$932K | 0.33% | 34 |
|
2020
Q4 | $6.19M | Buy |
+129,144
| New | +$6.19M | 0.27% | 56 |
|
2020
Q1 | – | Sell |
-12,470
| Closed | -$702K | – | 1928 |
|
2019
Q4 | $702K | Buy |
+12,470
| New | +$702K | 0.03% | 819 |
|
2019
Q3 | – | Sell |
-101,483
| Closed | -$4.99M | – | 1607 |
|
2019
Q2 | $4.99M | Buy |
+101,483
| New | +$4.99M | 0.28% | 80 |
|
2018
Q1 | – | Sell |
-35,397
| Closed | -$1.76M | – | 969 |
|
2017
Q4 | $1.76M | Buy |
35,397
+2,287
| +7% | +$114K | 0.12% | 309 |
|
2017
Q3 | $1.55M | Sell |
33,110
-12,756
| -28% | -$599K | 0.13% | 304 |
|
2017
Q2 | $2.08M | Buy |
+45,866
| New | +$2.08M | 0.19% | 203 |
|
2016
Q3 | – | Sell |
-17,843
| Closed | -$635K | – | 761 |
|
2016
Q2 | $635K | Buy |
+17,843
| New | +$635K | 0.05% | 498 |
|
2015
Q4 | – | Sell |
-31,640
| Closed | -$1.13M | – | 794 |
|
2015
Q3 | $1.13M | Sell |
31,640
-9,197
| -23% | -$327K | 0.1% | 331 |
|
2015
Q2 | $1.65M | Buy |
+40,837
| New | +$1.65M | 0.16% | 188 |
|