FAM
Formidable Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
8,077
| – | – | 0.06% | 294 |
|
|
2025
Q1 | $332K | Hold |
8,077
| – | – | 0.06% | 293 |
|
|
2024
Q4 | $350K | Hold |
8,077
| – | – | 0.06% | 281 |
|
|
2024
Q3 | $345K | Sell |
8,077
-227
| -3% | -$9.71K | 0.06% | 271 |
|
|
2024
Q2 | $323K | Sell |
8,304
-168
| -2% | -$6.53K | 0.05% | 293 |
|
|
2024
Q1 | $330K | Buy |
8,472
+2,644
| +45% | +$103K | 0.05% | 273 |
|
|
2023
Q4 | $215K | Buy |
+5,828
| New | +$215K | 0.04% | 251 |
|
|
2023
Q2 | – | Sell |
-7,635
| Closed | -$255K | – | 325 |
|
|
2023
Q1 | $255K | Buy |
7,635
+828
| +12% | +$27.7K | 0.05% | 240 |
|
|
2022
Q4 | $293K | Buy |
6,807
+505
| +8% | +$21.7K | 0.07% | 231 |
|
|
2022
Q3 | $277K | Hold |
6,302
| – | – | 0.06% | 227 |
|
|
2022
Q2 | $300K | Sell |
6,302
-5,439
| -46% | -$259K | 0.07% | 236 |
|
|
2022
Q1 | $666K | Buy |
11,741
+108
| +0.9% | +$6.13K | 0.13% | 142 |
|
|
2021
Q4 | $687K | Hold |
11,633
| – | – | 0.13% | 146 |
|
|
2021
Q3 | $682K | Sell |
11,633
-407
| -3% | -$23.9K | 0.13% | 158 |
|
|
2021
Q2 | $667K | Hold |
12,040
| – | – | 0.14% | 149 |
|
|
2021
Q1 | $708K | Buy |
12,040
+109
| +0.9% | +$6.41K | 0.15% | 130 |
|
|
2020
Q4 | $570K | Hold |
11,931
| – | – | 0.13% | 145 |
|
|
2020
Q3 | $457K | Sell |
11,931
-15
| -0.1% | -$575 | 0.13% | 139 |
|
|
2020
Q2 | $447K | Buy |
11,946
+581
| +5% | +$21.7K | 0.13% | 150 |
|
|
2020
Q1 | $350K | Hold |
11,365
| – | – | 0.14% | 138 |
|
|
2019
Q4 | $640K | Buy |
11,365
+1,827
| +19% | +$103K | 0.2% | 102 |
|
|
2019
Q3 | $509K | Buy |
9,538
+20
| +0.2% | +$1.07K | 0.47% | 40 |
|
|
2019
Q2 | $471K | Buy |
9,518
+3,002
| +46% | +$149K | 0.16% | 121 |
|
|
2019
Q1 | $1.32M | Buy |
+6,516
| New | +$1.32M | 0.52% | 44 |
|
|
2016
Q2 | – | Sell |
-1,930
| Closed | -$68K | – | 385 |
|
|
2016
Q1 | $68K | Sell |
1,930
-246
| -11% | -$8.67K | 0.05% | 174 |
|
|
2015
Q4 | $78K | Buy |
2,176
+164
| +8% | +$5.88K | 0.05% | 182 |
|
|
2015
Q3 | $71K | Buy |
2,012
+332
| +20% | +$11.7K | 0.05% | 193 |
|
|
2015
Q2 | $68K | Hold |
1,680
| – | – | 0.04% | 186 |
|
|
2015
Q1 | $66K | Hold |
1,680
| – | – | 0.04% | 176 |
|
|
2014
Q4 | $65K | Hold |
1,680
| – | – | 0.04% | 175 |
|
|
2014
Q3 | $64K | Sell |
1,680
-330
| -16% | -$12.6K | 0.04% | 173 |
|
|
2014
Q2 | $79K | Hold |
2,010
| – | – | 0.05% | 179 |
|
|
2014
Q1 | $75K | Hold |
2,010
| – | – | 0.05% | 160 |
|
|
2013
Q4 | $75K | Hold |
2,010
| – | – | 0.05% | 168 |
|
|
2013
Q3 | $68K | Buy |
+2,010
| New | +$68K | 0.06% | 150 |
|