Meridian Financial Partners’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Sell	6,567 -45	-0.7%	-$2.22K	0.12%	92
2025 Q4	$331K	Sell	6,612 -4	-0.1%	-$184	0.13%	88
2025 Q3	$292K	Buy	6,616 +4	+0.1%	+$180	0.12%	90
2025 Q2	$284K	Sell	6,612 -75	-1%	-$2.93K	0.13%	90
2025 Q1	$275K	Sell	6,687 -34	-0.5%	-$1.51K	0.14%	89
2024 Q4	$292K	Buy	6,721 +189	+3%	+$8.43K	0.15%	84
2024 Q3	$279K	Buy	6,532 +60	+0.9%	+$2.53K	0.14%	85
2024 Q2	$275K	Sell	6,472 -500	-7%	-$18.9K	0.16%	70
2024 Q1	$248K	Sell	6,972 -671	-9%	-$24.5K	0.32%	37
2023 Q4	$275K	Buy	+7,643	New	+$240K	0.28%	46
2023 Q3	–	Sell	-6,835	Closed	-$226K	–	82
2023 Q2	$226K	Sell	6,835 -266	-4%	-$8.26K	0.14%	80
2023 Q1	$240K	Buy	7,101 +536	+8%	+$23.4K	0.27%	42
2022 Q4	$313K	Buy	6,565 +85	+1%	+$3.73K	0.35%	39
2022 Q3	$279K	Buy	6,480 +742	+13%	+$35.7K	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%	-$6.11K	0.25%	65
2021 Q3	$350K	Hold	5,838	–	–	0.23%	60
2021 Q2	$316K	Sell	5,838 -43	-0.7%	-$2.53K	0.22%	66
2021 Q1	$328K	Sell	5,881 -50	-0.8%	-$2.74K	0.25%	58
2020 Q4	$306K	Hold	5,931	–	–	0.24%	57
2020 Q3	$255K	Sell	5,931 -250	-4%	-$9.42K	0.22%	57
2020 Q2	$217K	Buy	+6,181	New	+$223K	0.2%	57
2020 Q1	–	Sell	-4,737	Closed	-$263K	–	52
2019 Q4	$263K	Buy	4,737 +203	+4%	+$11K	0.26%	47
2019 Q3	$232K	Buy	4,534 +228	+5%	+$11.3K	0.26%	49
2019 Q2	$215K	Hold	4,306	–	–	0.24%	50
2019 Q1	$215K	Buy	+4,306	New	+$210K	0.24%	51