Farmers & Merchants Investments Inc’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 | $515K | Sell |
11,982
-526
| -4% | -$22.6K | 0.02% | 237 |
|
|
2025
Q1 | $515K | Sell |
12,508
-1,977
| -14% | -$81.4K | 0.02% | 233 |
|
|
2024
Q4 | $628K | Sell |
14,485
-15
| -0.1% | -$651 | 0.02% | 224 |
|
|
2024
Q3 | $620K | Sell |
14,500
-4,521
| -24% | -$193K | 0.02% | 227 |
|
|
2024
Q2 | $739K | Sell |
19,021
-1,009
| -5% | -$39.2K | 0.02% | 210 |
|
|
2024
Q1 | $781K | Sell |
20,030
-10,289
| -34% | -$401K | 0.03% | 203 |
|
|
2023
Q4 | $1.12M | Sell |
30,319
-2,615
| -8% | -$96.5K | 0.04% | 182 |
|
|
2023
Q3 | $942K | Sell |
32,934
-22,017
| -40% | -$630K | 0.04% | 188 |
|
|
2023
Q2 | $1.67M | Sell |
54,951
-105,868
| -66% | -$3.21M | 0.06% | 166 |
|
|
2023
Q1 | $5.48M | Sell |
160,819
-5,841
| -4% | -$199K | 0.22% | 113 |
|
|
2022
Q4 | $7.17M | Buy |
166,660
+2,587
| +2% | +$111K | 0.29% | 99 |
|
|
2022
Q3 | $7.14M | Buy |
164,073
+221
| +0.1% | +$9.62K | 0.32% | 93 |
|
|
2022
Q2 | $7.77M | Buy |
163,852
+275
| +0.2% | +$13K | 0.33% | 91 |
|
|
2022
Q1 | $9.28M | Buy |
163,577
+93
| +0.1% | +$5.27K | 0.35% | 93 |
|
|
2021
Q4 | $9.57M | Sell |
163,484
-1,961
| -1% | -$115K | 0.36% | 89 |
|
|
2021
Q3 | $9.7M | Sell |
165,445
-34,974
| -17% | -$2.05M | 0.41% | 79 |
|
|
2021
Q2 | $11.1M | Buy |
200,419
+1,076
| +0.5% | +$59.7K | 0.5% | 62 |
|
|
2021
Q1 | $11.6M | Buy |
199,343
+23,143
| +13% | +$1.35M | 0.56% | 52 |
|
|
2020
Q4 | $8.45M | Buy |
176,200
+38,768
| +28% | +$1.86M | 0.44% | 77 |
|
|
2020
Q3 | $5.23M | Buy |
137,432
+24,201
| +21% | +$921K | 0.31% | 100 |
|
|
2020
Q2 | $4.25M | Buy |
113,231
+336
| +0.3% | +$12.6K | 0.28% | 107 |
|
|
2020
Q1 | $3.48M | Buy |
+112,895
| New | +$3.48M | 0.27% | 108 |
|
|
2019
Q4 | – | Sell |
-108,851
| Closed | -$5.81M | – | 873 |
|
|
2019
Q3 | $5.81M | Sell |
108,851
-812
| -0.7% | -$43.3K | 0.37% | 90 |
|
|
2019
Q2 | $5.39M | Buy |
109,663
+5,326
| +5% | +$262K | 0.35% | 92 |
|
|
2019
Q1 | $4.86M | Buy |
104,337
+44,384
| +74% | +$2.07M | 0.33% | 101 |
|
|
2018
Q4 | $2.6M | Buy |
59,953
+17,773
| +42% | +$770K | 0.2% | 122 |
|
|
2018
Q3 | $2.05M | Buy |
42,180
+123
| +0.3% | +$5.97K | 0.14% | 139 |
|
|
2018
Q2 | $2.12M | Buy |
42,057
+6,559
| +18% | +$331K | 0.15% | 138 |
|
|
2018
Q1 | $1.85M | Buy |
35,498
+28,325
| +395% | +$1.47M | 0.14% | 143 |
|
|
2017
Q4 | $357K | Buy |
7,173
+150
| +2% | +$7.47K | 0.03% | 207 |
|
|
2017
Q3 | $330K | Buy |
7,023
+294
| +4% | +$13.8K | 0.03% | 210 |
|
|
2017
Q2 | $306K | Buy |
6,729
+339
| +5% | +$15.4K | 0.03% | 213 |
|
|
2017
Q1 | $286K | Buy |
6,390
+100
| +2% | +$4.48K | 0.03% | 210 |
|
|
2016
Q4 | $296K | Hold |
6,290
| – | – | 0.03% | 213 |
|
|
2016
Q3 | $237K | Hold |
6,290
| – | – | 0.02% | 214 |
|
|
2016
Q2 | $224K | Hold |
6,290
| – | – | 0.03% | 201 |
|
|
2016
Q1 | $209K | Sell |
6,290
-23
| -0.4% | -$764 | 0.02% | 199 |
|
|
2015
Q4 | $239K | Buy |
6,313
+23
| +0.4% | +$871 | 0.03% | 197 |
|
|
2015
Q3 | $224K | Hold |
6,290
| – | – | 0.03% | 192 |
|
|
2015
Q2 | $254K | Sell |
6,290
-750
| -11% | -$30.3K | 0.03% | 187 |
|
|
2015
Q1 | $274K | Buy |
7,040
+155
| +2% | +$6.03K | 0.03% | 180 |
|
|
2014
Q4 | $268K | Sell |
6,885
-218
| -3% | -$8.49K | 0.03% | 178 |
|
|
2014
Q3 | $264K | Sell |
7,103
-1,250
| -15% | -$46.5K | 0.04% | 178 |
|
|
2014
Q2 | $329K | Hold |
8,353
| – | – | 0.04% | 171 |
|
|
2014
Q1 | $336K | Buy |
8,353
+2
| +0% | +$80 | 0.05% | 171 |
|
|
2013
Q4 | $312K | Hold |
8,351
| – | – | 0.04% | 176 |
|
|
2013
Q3 | $282K | Buy |
8,351
+158
| +2% | +$5.34K | 0.04% | 178 |
|
|
2013
Q2 | $278K | Buy |
+8,193
| New | +$278K | 0.04% | 181 |
|