MAI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $648K | Sell |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $517K | Sell |
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|
2022
Q1 | $798K | Sell |
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|
2021
Q4 | $2.72M | Buy |
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|
2021
Q3 | $723K | Buy |
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|
2021
Q2 | $624K | Sell |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $219K | Buy |
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