First United Bank & Trust’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 | $328K | Sell |
7,637
-59
| -0.8% | -$2.54K | 0.11% | 122 |
|
|
2025
Q1 | $317K | Buy |
7,696
+4,858
| +171% | +$200K | 0.12% | 119 |
|
|
2024
Q4 | $123K | Hold |
2,838
| – | – | 0.04% | 164 |
|
|
2024
Q3 | $121K | Hold |
2,838
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $110K | Hold |
2,838
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $111K | Buy |
2,838
+1,309
| +86% | +$51K | 0.04% | 184 |
|
|
2023
Q4 | $56.5K | Buy |
+1,529
| New | +$56.5K | 0.02% | 226 |
|
|
2022
Q2 | – | Sell |
-3,787
| Closed | -$215K | – | 165 |
|
|
2022
Q1 | $215K | Sell |
3,787
-205
| -5% | -$11.6K | 0.08% | 156 |
|
|
2021
Q4 | $234K | Sell |
3,992
-230
| -5% | -$13.5K | 0.09% | 153 |
|
|
2021
Q3 | $248K | Buy |
4,222
+600
| +17% | +$35.2K | 0.1% | 148 |
|
|
2021
Q2 | $201K | Sell |
3,622
-382
| -10% | -$21.2K | 0.08% | 160 |
|
|
2021
Q1 | $233K | Buy |
+4,004
| New | +$233K | 0.1% | 143 |
|