Mendel Money 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
Q1 | – | Sell |
-5,224
| Closed | -$227K | – | 142 |
|
|
2024
Q4 | $227K | Sell |
5,224
-600
| -10% | -$26K | 0.1% | 130 |
|
|
2024
Q3 | $249K | Sell |
5,824
-65
| -1% | -$2.78K | 0.11% | 131 |
|
|
2024
Q2 | $229K | Sell |
5,889
-940
| -14% | -$36.5K | 0.11% | 123 |
|
|
2024
Q1 | $266K | Hold |
6,829
| – | – | 0.12% | 116 |
|
|
2023
Q4 | $252K | Buy |
+6,829
| New | +$252K | 0.12% | 119 |
|
|
2023
Q3 | – | Sell |
-6,729
| Closed | -$204K | – | 127 |
|
|
2023
Q2 | $204K | Hold |
6,729
| – | – | 0.11% | 124 |
|
|
2023
Q1 | $229K | Buy |
6,729
+35
| +0.5% | +$1.19K | 0.12% | 121 |
|
|
2022
Q4 | $288K | Buy |
6,694
+22
| +0.3% | +$947 | 0.16% | 105 |
|
|
2022
Q3 | $290K | Buy |
6,672
+190
| +3% | +$8.26K | 0.18% | 95 |
|
|
2022
Q2 | $307K | Sell |
6,482
-145
| -2% | -$6.87K | 0.18% | 94 |
|
|
2022
Q1 | $376K | Buy |
+6,627
| New | +$376K | 0.18% | 97 |
|