Mitchell McLeod Pugh & Williams’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $543K | Sell |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $562K | Hold |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $635K | Sell |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $611K | Buy |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $300K | Hold |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $303K | Buy |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $300K | Buy |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $319K | Hold |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $274K | Sell |
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|
2016
Q4 | $295K | Hold |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $223K | Hold |
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|
2016
Q1 | $209K | Sell |
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|
2015
Q4 | $248K | Hold |
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|
2015
Q3 | $234K | Hold |
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|
2015
Q2 | $265K | Hold |
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|
2015
Q1 | $256K | Hold |
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|
2014
Q4 | $256K | Buy |
|