MAM
Marotta Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
35,216
-6,981
| -17% | -$300K | 0.3% | 51 |
|
|
2025
Q1 | $1.8M | Sell |
42,197
-100
| -0.2% | -$4.28K | 0.35% | 49 |
|
|
2024
Q4 | $1.83M | Buy |
42,297
+100
| +0.2% | +$4.33K | 0.38% | 48 |
|
|
2024
Q3 | $1.8M | Sell |
42,197
-51
| -0.1% | -$2.18K | 0.35% | 49 |
|
|
2024
Q2 | $1.66M | Buy |
42,248
+230
| +0.5% | +$9.03K | 0.34% | 50 |
|
|
2024
Q1 | $1.64M | Sell |
42,018
-73
| -0.2% | -$2.85K | 0.34% | 48 |
|
|
2023
Q4 | $1.55M | Sell |
42,091
-6,084
| -13% | -$225K | 0.33% | 48 |
|
|
2023
Q3 | $1.38M | Hold |
48,175
| – | – | 0.32% | 47 |
|
|
2023
Q2 | $1.46M | Buy |
+48,175
| New | +$1.46M | 0.33% | 42 |
|
|
2022
Q4 | $2.07M | Sell |
48,068
-11,402
| -19% | -$491K | 0.5% | 39 |
|
|
2022
Q3 | $2.59M | Sell |
59,470
-4,000
| -6% | -$174K | 0.68% | 35 |
|
|
2022
Q2 | $3.06M | Sell |
63,470
-245
| -0.4% | -$11.8K | 0.75% | 35 |
|
|
2022
Q1 | $3.61M | Buy |
63,715
+1,102
| +2% | +$62.5K | 0.84% | 31 |
|
|
2021
Q4 | $3.67M | Buy |
62,613
+7,300
| +13% | +$427K | 0.83% | 30 |
|
|
2021
Q3 | $3.24M | Hold |
55,313
| – | – | 0.78% | 32 |
|
|
2021
Q2 | $3.11M | Sell |
55,313
-4,355
| -7% | -$245K | 0.75% | 32 |
|
|
2021
Q1 | $3.52M | Sell |
59,668
-3,751
| -6% | -$221K | 0.9% | 29 |
|
|
2020
Q4 | $3.04M | Sell |
63,419
-290
| -0.5% | -$13.9K | 0.8% | 31 |
|
|
2020
Q3 | $2.42M | Sell |
63,709
-105
| -0.2% | -$4K | 0.74% | 35 |
|
|
2020
Q2 | $2.4M | Hold |
63,814
| – | – | 0.77% | 33 |
|
|
2020
Q1 | $1.82M | Sell |
63,814
-2,267
| -3% | -$64.5K | 0.7% | 35 |
|
|
2019
Q4 | $3.47M | Buy |
+66,081
| New | +$3.47M | 1.06% | 26 |
|