M&R Capital Management’s Truist Financial TFC Stock Holding History

M&R Capital Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$18.6K	Buy	436 +100	+30%	+$4.28K	﹤0.01%	321
2024 Q2	$13.1K	Sell	336 -1,400	-81%	-$54.4K	﹤0.01%	345
2024 Q1	$67.1K	Sell	1,736 -794	-31%	-$30.7K	0.02%	209
2023 Q4	$93.4K	Buy	2,530 +529	+26%	+$19.5K	0.02%	203
2023 Q3	$57.2K	Sell	2,001 -1,529	-43%	-$43.7K	0.02%	225
2023 Q2	$107K	Sell	3,530 -26	-0.7%	-$789	0.03%	183
2023 Q1	$121K	Buy	3,556 +25	+0.7%	+$853	0.03%	170
2022 Q4	$152K	Sell	3,531 -534	-13%	-$23K	0.04%	156
2022 Q3	$177K	Buy	4,065 +24	+0.6%	+$1.05K	0.05%	146
2022 Q2	$191K	Buy	4,041 +21	+0.5%	+$993	0.05%	148
2022 Q1	$228K	Buy	4,020 +2,355	+141%	+$134K	0.05%	144
2021 Q4	$97K	Hold	1,665	–	–	0.02%	196
2021 Q3	$97K	Sell	1,665 -630	-27%	-$36.7K	0.02%	195
2021 Q2	$127K	Hold	2,295	–	–	0.03%	174
2021 Q1	$133K	Sell	2,295 -1,188	-34%	-$68.8K	0.03%	162
2020 Q4	$166K	Hold	3,483	–	–	0.04%	166
2020 Q3	$132K	Sell	3,483 -129	-4%	-$4.89K	0.03%	175
2020 Q2	$135K	Sell	3,612 -12,950	-78%	-$484K	0.04%	173
2020 Q1	$510K	Hold	16,562	–	–	0.15%	102
2019 Q4	$932K	Buy	16,562 +15,137	+1,062%	+$852K	0.21%	87
2019 Q3	$76K	Hold	1,425	–	–	0.02%	236
2019 Q2	$70K	Hold	1,425	–	–	0.02%	245
2019 Q1	$72K	Hold	1,425	–	–	0.02%	246
2018 Q4	$61K	Hold	1,425	–	–	0.02%	247
2018 Q3	$69K	Hold	1,425	–	–	0.02%	258
2018 Q2	$71K	Hold	1,425	–	–	0.02%	257
2018 Q1	$74K	Hold	1,425	–	–	0.02%	259
2017 Q4	$70K	Sell	1,425 -774	-35%	-$38K	0.02%	271
2017 Q3	$103K	Hold	2,199	–	–	0.02%	231
2017 Q2	$101K	Sell	2,199 -90	-4%	-$4.13K	0.03%	236
2017 Q1	$102K	Buy	2,289 +32	+1%	+$1.43K	0.03%	231
2016 Q4	$106K	Sell	2,257 -175	-7%	-$8.22K	0.03%	214
2016 Q3	$91K	Buy	2,432 +307	+14%	+$11.5K	0.03%	221
2016 Q2	$75K	Buy	+2,125	New	+$75K	0.02%	244