MAI Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
16,808
+2,017
| +14% | +$86.7K | 0.01% | 712 |
|
|
2025
Q1 | $609K | Buy |
14,791
+1,133
| +8% | +$46.6K | ﹤0.01% | 742 |
|
|
2024
Q4 | $593K | Sell |
13,658
-1,481
| -10% | -$64.2K | ﹤0.01% | 765 |
|
|
2024
Q3 | $648K | Sell |
15,139
-2,398
| -14% | -$103K | 0.01% | 655 |
|
|
2024
Q2 | $681K | Buy |
17,537
+542
| +3% | +$21.1K | 0.01% | 688 |
|
|
2024
Q1 | $662K | Buy |
16,995
+8,210
| +93% | +$320K | 0.01% | 679 |
|
|
2023
Q4 | $324K | Buy |
8,785
+1,699
| +24% | +$62.7K | ﹤0.01% | 821 |
|
|
2023
Q3 | $203K | Sell |
7,086
-1,305
| -16% | -$37.3K | ﹤0.01% | 940 |
|
|
2023
Q2 | $255K | Sell |
8,391
-365
| -4% | -$11.1K | ﹤0.01% | 856 |
|
|
2023
Q1 | $299K | Sell |
8,756
-2,450
| -22% | -$83.5K | ﹤0.01% | 788 |
|
|
2022
Q4 | $482K | Buy |
11,206
+559
| +5% | +$24.1K | 0.01% | 615 |
|
|
2022
Q3 | $464K | Sell |
10,647
-261
| -2% | -$11.4K | 0.01% | 564 |
|
|
2022
Q2 | $517K | Sell |
10,908
-3,162
| -22% | -$150K | 0.01% | 521 |
|
|
2022
Q1 | $798K | Sell |
14,070
-32,385
| -70% | -$1.84M | 0.01% | 424 |
|
|
2021
Q4 | $2.72M | Buy |
46,455
+34,128
| +277% | +$2M | 0.04% | 223 |
|
|
2021
Q3 | $723K | Buy |
12,327
+1,091
| +10% | +$64K | 0.01% | 416 |
|
|
2021
Q2 | $624K | Sell |
11,236
-295
| -3% | -$16.4K | 0.01% | 442 |
|
|
2021
Q1 | $672K | Buy |
11,531
+7,344
| +175% | +$428K | 0.02% | 401 |
|
|
2020
Q4 | $201K | Buy |
+4,187
| New | +$201K | 0.01% | 601 |
|
|
2020
Q1 | – | Sell |
-4,475
| Closed | -$252K | – | 563 |
|
|
2019
Q4 | $252K | Buy |
+4,475
| New | +$252K | 0.01% | 485 |
|
|
2019
Q1 | – | Sell |
-4,744
| Closed | -$206K | – | 466 |
|
|
2018
Q4 | $206K | Buy |
+4,744
| New | +$206K | 0.01% | 397 |
|
|
2018
Q2 | – | Sell |
-4,215
| Closed | -$219K | – | 483 |
|
|
2018
Q1 | $219K | Buy |
+4,215
| New | +$219K | 0.01% | 404 |
|