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