M&R Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18.6K | Buy |
436
+100
| +30% | +$4.22K | ﹤0.01% | 321 |
|
|
2024
Q2 | $13.1K | Sell |
336
-1,400
| -81% | -$52.9K | ﹤0.01% | 345 |
|
|
2024
Q1 | $67.1K | Sell |
1,736
-794
| -31% | -$29K | 0.02% | 209 |
|
|
2023
Q4 | $93.4K | Buy |
2,530
+529
| +26% | +$16.6K | 0.02% | 203 |
|
|
2023
Q3 | $57.2K | Sell |
2,001
-1,529
| -43% | -$47K | 0.02% | 225 |
|
|
2023
Q2 | $107K | Sell |
3,530
-26
| -0.7% | -$807 | 0.03% | 183 |
|
|
2023
Q1 | $121K | Buy |
3,556
+25
| +0.7% | +$1.09K | 0.03% | 170 |
|
|
2022
Q4 | $152K | Sell |
3,531
-534
| -13% | -$23.4K | 0.04% | 156 |
|
|
2022
Q3 | $177K | Buy |
4,065
+24
| +0.6% | +$1.16K | 0.05% | 146 |
|
|
2022
Q2 | $191K | Buy |
4,041
+21
| +0.5% | +$1.04K | 0.05% | 148 |
|
|
2022
Q1 | $228K | Buy |
4,020
+2,355
| +141% | +$145K | 0.05% | 144 |
|
|
2021
Q4 | $97K | Hold |
1,665
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $97K | Sell |
1,665
-630
| -27% | -$35.2K | 0.02% | 195 |
|
|
2021
Q2 | $127K | Hold |
2,295
| – | – | 0.03% | 174 |
|
|
2021
Q1 | $133K | Sell |
2,295
-1,188
| -34% | -$65.1K | 0.03% | 162 |
|
|
2020
Q4 | $166K | Hold |
3,483
| – | – | 0.04% | 166 |
|
|
2020
Q3 | $132K | Sell |
3,483
-129
| -4% | -$4.86K | 0.03% | 175 |
|
|
2020
Q2 | $135K | Sell |
3,612
-12,950
| -78% | -$466K | 0.04% | 173 |
|
|
2020
Q1 | $510K | Hold |
16,562
| – | – | 0.15% | 102 |
|
|
2019
Q4 | $932K | Buy |
16,562
+15,137
| +1,062% | +$820K | 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% | -$37.4K | 0.02% | 271 |
|
|
2017
Q3 | $103K | Hold |
2,199
| – | – | 0.02% | 231 |
|
|
2017
Q2 | $101K | Sell |
2,199
-90
| -4% | -$3.91K | 0.03% | 236 |
|
|
2017
Q1 | $102K | Buy |
2,289
+32
| +1% | +$1.5K | 0.03% | 231 |
|
|
2016
Q4 | $106K | Sell |
2,257
-175
| -7% | -$7.44K | 0.03% | 214 |
|
|
2016
Q3 | $91K | Buy |
2,432
+307
| +14% | +$11.4K | 0.03% | 221 |
|
|
2016
Q2 | $75K | Buy |
+2,125
| New | +$74.3K | 0.02% | 244 |
|
Other funds holding TFC
M&R Capital Management's TFC Position: Q3 2024 in Review
M&R Capital Management increased its Truist Financial (TFC) stake by 30% in Q3 2024, buying an estimated $4.22K and bringing the position to 436 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #321.
M&R Capital Management first reported a position in TFC in Q2 2016 and has held it in 34 quarters since. The position peaked at $932K in Q4 2019. 1,477 funds tracked by Wall St. Rank hold TFC as of Q3 2024.
- M&R Capital Management held 436 shares of Truist Financial worth $18.6K as of Q3 2024.
- M&R Capital Management bought 100 Truist Financial shares in Q3 2024, an estimated $4.22K.
- Truist Financial made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #321 holding.
- M&R Capital Management first reported a position in Truist Financial in Q2 2016 and has held it in 34 quarters since.
- M&R Capital Management's Truist Financial position peaked at $932K in Q4 2019.
- 1,477 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.
Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.