MSA
Marino Stram & Associates’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
14,728
-7,396
| -33% | -$318K | 0.13% | 103 |
|
|
2025
Q1 | $910K | Buy |
22,124
+15
| +0.1% | +$617 | 0.2% | 84 |
|
|
2024
Q4 | $959K | Buy |
22,109
+63
| +0.3% | +$2.73K | 0.21% | 79 |
|
|
2024
Q3 | $943K | Sell |
22,046
-38
| -0.2% | -$1.63K | 0.21% | 83 |
|
|
2024
Q2 | $858K | Sell |
22,084
-20
| -0.1% | -$777 | 0.21% | 82 |
|
|
2024
Q1 | $862K | Buy |
22,104
+226
| +1% | +$8.81K | 0.2% | 79 |
|
|
2023
Q4 | $808K | Sell |
21,878
-438
| -2% | -$16.2K | 0.21% | 77 |
|
|
2023
Q3 | $638K | Buy |
22,316
+423
| +2% | +$12.1K | 0.19% | 86 |
|
|
2023
Q2 | $664K | Sell |
21,893
-302
| -1% | -$9.17K | 0.19% | 83 |
|
|
2023
Q1 | $757K | Buy |
22,195
+1,376
| +7% | +$46.9K | 0.23% | 72 |
|
|
2022
Q4 | $896K | Buy |
20,819
+238
| +1% | +$10.2K | 0.28% | 59 |
|
|
2022
Q3 | $896K | Buy |
20,581
+1,992
| +11% | +$86.7K | 0.32% | 52 |
|
|
2022
Q2 | $882K | Buy |
18,589
+1,801
| +11% | +$85.5K | 0.31% | 55 |
|
|
2022
Q1 | $952K | Buy |
16,788
+872
| +5% | +$49.4K | 0.3% | 56 |
|
|
2021
Q4 | $932K | Buy |
15,916
+459
| +3% | +$26.9K | 0.29% | 58 |
|
|
2021
Q3 | $907K | Buy |
15,457
+10,364
| +203% | +$608K | 0.31% | 53 |
|
|
2021
Q2 | $283K | Sell |
5,093
-5,960
| -54% | -$331K | 0.07% | 217 |
|
|
2021
Q1 | $645K | Buy |
11,053
+1,196
| +12% | +$69.8K | 0.25% | 62 |
|
|
2020
Q4 | $472K | Buy |
9,857
+3,730
| +61% | +$179K | 0.21% | 68 |
|
|
2020
Q3 | $233K | Buy |
+6,127
| New | +$233K | 0.12% | 101 |
|
|
2019
Q2 | – | Sell |
-677
| Closed | -$32K | – | 504 |
|
|
2019
Q1 | $32K | Buy |
+677
| New | +$32K | 0.02% | 203 |
|