Gardner Russo & Quinn’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $408K | Sell |
|
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $444K | Buy |
|
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|
2023
Q4 | $417K | Buy |
|
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|
2023
Q3 | $320K | Buy |
|
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|
2023
Q2 | $336K | Sell |
|
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|
2023
Q1 | $385K | Buy |
|
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $626K | Buy |
|
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $588K | Buy |
|
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|
2021
Q1 | $616K | Buy |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $391K | Buy |
|
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|
2020
Q1 | $319K | Buy |
|
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $547K | Buy |
|
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|
2019
Q2 | $501K | Buy |
|
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|
2019
Q1 | $473K | Buy |
|
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|
2018
Q4 | $438K | Sell |
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|
2018
Q3 | $515K | Buy |
|
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|
2018
Q2 | $534K | Sell |
|
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|
2018
Q1 | $869K | Sell |
|
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|
2017
Q4 | $1.35M | Buy |
|
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|
2017
Q3 | $1.27M | Buy |
|
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|
2017
Q2 | $1.07M | Buy |
|
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|
2017
Q1 | $1.05M | Buy |
|
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|
2016
Q4 | $1.1M | Sell |
|
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|
2016
Q3 | $1.43M | Sell |
|
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|
2016
Q2 | $1.48M | Buy |
|
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|
2016
Q1 | $1.37M | Buy |
|
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|
2015
Q4 | $1.55M | Sell |
|
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|
2015
Q3 | $1.65M | Buy |
|
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|
2015
Q2 | $1.71M | Buy |
|
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|
2015
Q1 | $1.64M | Buy |
|
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|
2014
Q4 | $1.63M | Buy |
|
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|
2014
Q3 | $1.55M | Buy |
|
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|
2014
Q2 | $1.63M | Buy |
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|
2014
Q1 | $1.65M | Buy |
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|
2013
Q4 | $1.52M | Sell |
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|
2013
Q3 | $1.4M | Buy |
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|
2013
Q2 | $1.4M | Buy |
|