MGO One Seven’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 | $1.24M | Buy |
28,849
+246
| +0.9% | +$10.6K | 0.04% | 450 |
|
|
2025
Q1 | $1.18M | Sell |
28,603
-11,893
| -29% | -$489K | 0.05% | 395 |
|
|
2024
Q4 | $1.76M | Buy |
40,496
+1,571
| +4% | +$68.2K | 0.07% | 302 |
|
|
2024
Q3 | $1.66M | Buy |
38,925
+246
| +0.6% | +$10.5K | 0.07% | 275 |
|
|
2024
Q2 | $1.5M | Buy |
38,679
+5,015
| +15% | +$195K | 0.07% | 277 |
|
|
2024
Q1 | $1.31M | Sell |
33,664
-5,323
| -14% | -$207K | 0.07% | 289 |
|
|
2023
Q4 | $1.44M | Buy |
38,987
+1,853
| +5% | +$68.4K | 0.08% | 252 |
|
|
2023
Q3 | $1.06M | Buy |
37,134
+3,493
| +10% | +$99.9K | 0.08% | 250 |
|
|
2023
Q2 | $1.02M | Sell |
33,641
-12,041
| -26% | -$365K | 0.09% | 239 |
|
|
2023
Q1 | $1.56M | Buy |
45,682
+8,033
| +21% | +$274K | 0.1% | 223 |
|
|
2022
Q4 | $1.62M | Buy |
37,649
+6,093
| +19% | +$262K | 0.16% | 156 |
|
|
2022
Q3 | $3.73K | Buy |
31,556
+4,906
| +18% | +$580 | 0.14% | 95 |
|
|
2022
Q2 | $1.26M | Buy |
26,650
+2,527
| +10% | +$120K | 0.17% | 138 |
|
|
2022
Q1 | $1.37M | Buy |
24,123
+1,242
| +5% | +$70.4K | 0.15% | 165 |
|
|
2021
Q4 | $1.34M | Buy |
22,881
+2,846
| +14% | +$167K | 0.14% | 171 |
|
|
2021
Q3 | $1.27M | Buy |
20,035
+1,642
| +9% | +$104K | 0.16% | 161 |
|
|
2021
Q2 | $1.02M | Sell |
18,393
-30
| -0.2% | -$1.67K | 0.14% | 177 |
|
|
2021
Q1 | $1.07M | Buy |
18,423
+1,552
| +9% | +$90.5K | 0.18% | 137 |
|
|
2020
Q4 | $809K | Sell |
16,871
-3,266
| -16% | -$157K | 0.17% | 157 |
|
|
2020
Q3 | $766K | Sell |
20,137
-6,188
| -24% | -$235K | 0.18% | 149 |
|
|
2020
Q2 | $989K | Buy |
26,325
+2,172
| +9% | +$81.6K | 0.26% | 104 |
|
|
2020
Q1 | $744K | Sell |
24,153
-2,048
| -8% | -$63.1K | 0.25% | 103 |
|
|
2019
Q4 | $1.48M | Buy |
+26,201
| New | +$1.48M | 0.39% | 68 |
|
|
2019
Q1 | – | Sell |
-921
| Closed | -$39K | – | 1514 |
|
|
2018
Q4 | $39K | Buy |
+921
| New | +$39K | 0.02% | 707 |
|
|
2018
Q1 | $19K | Hold |
360
| – | – | 0.01% | 892 |
|
|
2017
Q4 | $18K | Buy |
+360
| New | +$18K | 0.01% | 901 |
|