Meridian Financial Partners’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 | $284K | Sell |
6,612
-75
| -1% | -$3.22K | 0.13% | 90 |
|
|
2025
Q1 | $275K | Sell |
6,687
-34
| -0.5% | -$1.4K | 0.14% | 89 |
|
|
2024
Q4 | $292K | Buy |
6,721
+189
| +3% | +$8.21K | 0.15% | 84 |
|
|
2024
Q3 | $279K | Buy |
6,532
+60
| +0.9% | +$2.56K | 0.14% | 85 |
|
|
2024
Q2 | $275K | Sell |
6,472
-500
| -7% | -$21.2K | 0.16% | 70 |
|
|
2024
Q1 | $248K | Sell |
6,972
-671
| -9% | -$23.9K | 0.32% | 37 |
|
|
2023
Q4 | $275K | Buy |
+7,643
| New | +$275K | 0.28% | 46 |
|
|
2023
Q3 | – | Sell |
-6,835
| Closed | -$226K | – | 82 |
|
|
2023
Q2 | $226K | Sell |
6,835
-266
| -4% | -$8.8K | 0.14% | 80 |
|
|
2023
Q1 | $240K | Buy |
7,101
+536
| +8% | +$18.1K | 0.27% | 42 |
|
|
2022
Q4 | $313K | Buy |
6,565
+85
| +1% | +$4.05K | 0.35% | 39 |
|
|
2022
Q3 | $279K | Buy |
6,480
+742
| +13% | +$31.9K | 0.4% | 37 |
|
|
2022
Q2 | $284K | Hold |
5,738
| – | – | 0.19% | 73 |
|
|
2022
Q1 | $325K | Hold |
5,738
| – | – | 0.48% | 36 |
|
|
2021
Q4 | $371K | Sell |
5,738
-100
| -2% | -$6.47K | 0.25% | 65 |
|
|
2021
Q3 | $350K | Hold |
5,838
| – | – | 0.23% | 60 |
|
|
2021
Q2 | $316K | Sell |
5,838
-43
| -0.7% | -$2.33K | 0.22% | 66 |
|
|
2021
Q1 | $328K | Sell |
5,881
-50
| -0.8% | -$2.79K | 0.25% | 58 |
|
|
2020
Q4 | $306K | Hold |
5,931
| – | – | 0.24% | 57 |
|
|
2020
Q3 | $255K | Sell |
5,931
-250
| -4% | -$10.7K | 0.22% | 57 |
|
|
2020
Q2 | $217K | Buy |
+6,181
| New | +$217K | 0.2% | 57 |
|
|
2020
Q1 | – | Sell |
-4,737
| Closed | -$263K | – | 52 |
|
|
2019
Q4 | $263K | Buy |
4,737
+203
| +4% | +$11.3K | 0.26% | 47 |
|
|
2019
Q3 | $232K | Buy |
4,534
+228
| +5% | +$11.7K | 0.26% | 49 |
|
|
2019
Q2 | $215K | Hold |
4,306
| – | – | 0.24% | 50 |
|
|
2019
Q1 | $215K | Buy |
+4,306
| New | +$215K | 0.24% | 51 |
|