Meridian Wealth Management’s Truist Financial TFC Stock Holding History

Meridian Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$964K	Sell	22,422 -520	-2%	-$22.4K	0.04%	317
2025 Q1	$944K	Buy	22,942 +1,104	+5%	+$45.4K	0.05%	304
2024 Q4	$947K	Buy	21,838 +105	+0.5%	+$4.56K	0.04%	299
2024 Q3	$930K	Buy	21,733 +280	+1%	+$12K	0.05%	295
2024 Q2	$833K	Buy	+21,453	New	+$833K	0.1%	127
2024 Q1	–	Sell	-22,054	Closed	-$814K	–	510
2023 Q4	$814K	Buy	22,054 +1,952	+10%	+$72.1K	0.05%	293
2023 Q3	$575K	Sell	20,102 -445	-2%	-$12.7K	0.04%	338
2023 Q2	$624K	Sell	20,547 -1,967	-9%	-$59.7K	0.05%	285
2023 Q1	$768K	Sell	22,514 -1,223	-5%	-$41.7K	0.07%	249
2022 Q4	$1.02M	Buy	23,737 +5,471	+30%	+$235K	0.1%	195
2022 Q3	$795K	Sell	18,266 -1,008	-5%	-$43.9K	0.09%	213
2022 Q2	$914K	Sell	19,274 -3,998	-17%	-$190K	0.07%	258
2022 Q1	$1.32M	Sell	23,272 -19	-0.1%	-$1.08K	0.14%	129
2021 Q4	$1.36M	Sell	23,291 -94	-0.4%	-$5.51K	0.15%	130
2021 Q3	$1.37M	Buy	23,385 +1,171	+5%	+$68.7K	0.17%	120
2021 Q2	$1.23M	Buy	22,214 +1,256	+6%	+$69.7K	0.16%	129
2021 Q1	$1.22M	Buy	20,958 +1,078	+5%	+$62.9K	0.18%	111
2020 Q4	$952K	Buy	19,880 +336	+2%	+$16.1K	0.15%	121
2020 Q3	$743K	Buy	19,544 +8,005	+69%	+$304K	0.18%	107
2020 Q2	$433K	Sell	11,539 -1,000	-8%	-$37.5K	0.14%	132
2020 Q1	$386K	Buy	12,539 +78	+0.6%	+$2.4K	0.17%	131
2019 Q4	$701K	Hold	12,461	–	–	0.34%	62
2019 Q3	$665K	Hold	12,461	–	–	0.31%	62
2019 Q2	$6.12K	Hold	12,461	–	–	0.25%	66
2019 Q1	$580K	Hold	12,461	–	–	0.26%	73
2018 Q4	$540K	Hold	12,461	–	–	0.32%	65
2018 Q3	$605K	Hold	12,461	–	–	0.26%	68
2018 Q2	$629K	Hold	12,461	–	–	0.3%	65
2018 Q1	$648K	Sell	12,461 -50	-0.4%	-$2.6K	0.32%	63
2017 Q4	$588K	Sell	12,511 -250	-2%	-$11.8K	0.36%	65
2017 Q3	$599K	Hold	12,761	–	–	0.38%	64
2017 Q2	$579K	Hold	12,761	–	–	0.37%	60
2017 Q1	$570K	Buy	12,761 +2,390	+23%	+$107K	0.34%	69
2016 Q4	$488K	Buy	+10,371	New	+$488K	0.39%	63