GTAM

Global Trust Asset Management’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$146K	Hold	3,401	–	–	0.08%	181
2025 Q1	$140K	Sell	3,401 -250	-7%	-$10.3K	0.09%	176
2024 Q4	$158K	Buy	3,651 +3,401	+1,360%	+$148K	0.06%	189
2024 Q3	$10.7K	Hold	250	–	–	﹤0.01%	382
2024 Q2	$9.71K	Hold	250	–	–	﹤0.01%	365
2024 Q1	$9.75K	Hold	250	–	–	﹤0.01%	360
2023 Q4	$9.23K	Hold	250	–	–	﹤0.01%	342
2023 Q3	$7.15K	Hold	250	–	–	﹤0.01%	346
2023 Q2	$7.59K	Hold	250	–	–	﹤0.01%	348
2023 Q1	$8.53K	Hold	250	–	–	﹤0.01%	324
2022 Q4	$10.8K	Hold	250	–	–	0.01%	302
2022 Q3	$11K	Hold	250	–	–	0.01%	315
2022 Q2	$12K	Hold	250	–	–	0.01%	316
2022 Q1	$14K	Hold	250	–	–	0.01%	355
2021 Q4	$15K	Hold	250	–	–	0.01%	327
2021 Q3	$15K	Hold	250	–	–	0.01%	301
2021 Q2	$14K	Hold	250	–	–	0.01%	304
2021 Q1	$15K	Hold	250	–	–	0.01%	272
2020 Q4	$12K	Hold	250	–	–	0.01%	290
2020 Q3	$10K	Hold	250	–	–	0.01%	267
2020 Q2	$9K	Hold	250	–	–	0.01%	247
2020 Q1	$8K	Sell	250 -250	-50%	-$8K	0.01%	266
2019 Q4	$28K	Hold	500	–	–	0.02%	257
2019 Q3	$27K	Hold	500	–	–	0.02%	226
2019 Q2	$25K	Hold	500	–	–	0.02%	258
2019 Q1	$23K	Sell	500 -171	-25%	-$7.87K	0.02%	245
2018 Q4	$29K	Hold	671	–	–	0.03%	219
2018 Q3	$33K	Hold	671	–	–	0.02%	236
2018 Q2	$34K	Hold	671	–	–	0.03%	228
2018 Q1	$35K	Hold	671	–	–	0.03%	216
2017 Q4	$33K	Buy	+671	New	+$33K	0.02%	227