FG
Fiduciary Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
13,358
-359
| -3% | -$15.4K | 0.05% | 186 |
|
|
2025
Q1 | $564K | Hold |
13,717
| – | – | 0.06% | 184 |
|
|
2024
Q4 | $595K | Sell |
13,717
-131
| -0.9% | -$5.68K | 0.06% | 180 |
|
|
2024
Q3 | $592K | Sell |
13,848
-481
| -3% | -$20.6K | 0.06% | 180 |
|
|
2024
Q2 | $557K | Sell |
14,329
-711
| -5% | -$27.6K | 0.06% | 182 |
|
|
2024
Q1 | $586K | Sell |
15,040
-639
| -4% | -$24.9K | 0.06% | 169 |
|
|
2023
Q4 | $579K | Sell |
15,679
-996
| -6% | -$36.8K | 0.07% | 164 |
|
|
2023
Q3 | $477K | Sell |
16,675
-553
| -3% | -$15.8K | 0.06% | 169 |
|
|
2023
Q2 | $523K | Buy |
17,228
+2,864
| +20% | +$86.9K | 0.06% | 160 |
|
|
2023
Q1 | $490K | Buy |
14,364
+1,692
| +13% | +$57.7K | 0.06% | 160 |
|
|
2022
Q4 | $545K | Sell |
12,672
-3,886
| -23% | -$167K | 0.07% | 149 |
|
|
2022
Q3 | $762K | Buy |
16,558
+710
| +4% | +$32.7K | 0.1% | 129 |
|
|
2022
Q2 | $809K | Sell |
15,848
-767
| -5% | -$39.2K | 0.1% | 130 |
|
|
2022
Q1 | $778K | Sell |
16,615
-40
| -0.2% | -$1.87K | 0.1% | 119 |
|
|
2021
Q4 | $975K | Sell |
16,655
-642
| -4% | -$37.6K | 0.11% | 116 |
|
|
2021
Q3 | $1.12M | Sell |
17,297
-713
| -4% | -$46K | 0.13% | 109 |
|
|
2021
Q2 | $983K | Buy |
18,010
+863
| +5% | +$47.1K | 0.11% | 116 |
|
|
2021
Q1 | $1.02M | Buy |
17,147
+1,541
| +10% | +$91.4K | 0.12% | 115 |
|
|
2020
Q4 | $824K | Sell |
15,606
-1,564
| -9% | -$82.6K | 0.11% | 117 |
|
|
2020
Q3 | $653K | Sell |
17,170
-5,764
| -25% | -$219K | 0.1% | 121 |
|
|
2020
Q2 | $861K | Sell |
22,934
-577
| -2% | -$21.7K | 0.14% | 100 |
|
|
2020
Q1 | $725K | Buy |
23,511
+13,425
| +133% | +$414K | 0.14% | 96 |
|
|
2019
Q4 | $568K | Buy |
+10,086
| New | +$568K | 0.09% | 128 |
|