Mitchell McLeod Pugh & Williams’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
12,297
+2
| +0% | +$86 | 0.1% | 173 |
|
|
2025
Q1 | $506K | Buy |
12,295
+2
| +0% | +$82 | 0.1% | 171 |
|
|
2024
Q4 | $533K | Sell |
12,293
-846
| -6% | -$36.7K | 0.11% | 164 |
|
|
2024
Q3 | $562K | Hold |
13,139
| – | – | 0.12% | 161 |
|
|
2024
Q2 | $510K | Sell |
13,139
-245
| -2% | -$9.52K | 0.12% | 157 |
|
|
2024
Q1 | $522K | Buy |
13,384
+119
| +0.9% | +$4.64K | 0.13% | 159 |
|
|
2023
Q4 | $490K | Sell |
13,265
-1,957
| -13% | -$72.3K | 0.13% | 156 |
|
|
2023
Q3 | $435K | Sell |
15,222
-317
| -2% | -$9.07K | 0.13% | 157 |
|
|
2023
Q2 | $472K | Buy |
15,539
+3
| +0% | +$91 | 0.14% | 152 |
|
|
2023
Q1 | $530K | Buy |
15,536
+785
| +5% | +$26.8K | 0.16% | 141 |
|
|
2022
Q4 | $635K | Sell |
14,751
-1,012
| -6% | -$43.5K | 0.21% | 122 |
|
|
2022
Q3 | $686K | Buy |
15,763
+410
| +3% | +$17.8K | 0.26% | 104 |
|
|
2022
Q2 | $728K | Buy |
15,353
+4,680
| +44% | +$222K | 0.28% | 100 |
|
|
2022
Q1 | $605K | Sell |
10,673
-49
| -0.5% | -$2.78K | 0.2% | 126 |
|
|
2021
Q4 | $628K | Buy |
10,722
+310
| +3% | +$18.2K | 0.21% | 124 |
|
|
2021
Q3 | $611K | Buy |
10,412
+510
| +5% | +$29.9K | 0.23% | 122 |
|
|
2021
Q2 | $550K | Buy |
9,902
+1,971
| +25% | +$109K | 0.21% | 126 |
|
|
2021
Q1 | $463K | Buy |
7,931
+49
| +0.6% | +$2.86K | 0.19% | 134 |
|
|
2020
Q4 | $378K | Hold |
7,882
| – | – | 0.17% | 147 |
|
|
2020
Q3 | $300K | Hold |
7,882
| – | – | 0.15% | 156 |
|
|
2020
Q2 | $296K | Hold |
7,882
| – | – | 0.17% | 146 |
|
|
2020
Q1 | $243K | Buy |
7,882
+1,033
| +15% | +$31.8K | 0.19% | 146 |
|
|
2019
Q4 | $386K | Buy |
6,849
+61
| +0.9% | +$3.44K | 0.24% | 132 |
|
|
2019
Q3 | $362K | Buy |
6,788
+174
| +3% | +$9.28K | 0.25% | 130 |
|
|
2019
Q2 | $325K | Buy |
6,614
+110
| +2% | +$5.41K | 0.22% | 140 |
|
|
2019
Q1 | $303K | Buy |
6,504
+315
| +5% | +$14.7K | 0.21% | 145 |
|
|
2018
Q4 | $268K | Hold |
6,189
| – | – | 0.22% | 144 |
|
|
2018
Q3 | $300K | Buy |
6,189
+54
| +0.9% | +$2.62K | 0.2% | 152 |
|
|
2018
Q2 | $309K | Hold |
6,135
| – | – | 0.22% | 148 |
|
|
2018
Q1 | $319K | Hold |
6,135
| – | – | 0.23% | 142 |
|
|
2017
Q4 | $305K | Hold |
6,135
| – | – | 0.21% | 141 |
|
|
2017
Q3 | $288K | Hold |
6,135
| – | – | 0.21% | 142 |
|
|
2017
Q2 | $279K | Hold |
6,135
| – | – | 0.21% | 143 |
|
|
2017
Q1 | $274K | Sell |
6,135
-135
| -2% | -$6.03K | 0.21% | 143 |
|
|
2016
Q4 | $295K | Hold |
6,270
| – | – | 0.24% | 134 |
|
|
2016
Q3 | $237K | Hold |
6,270
| – | – | 0.21% | 141 |
|
|
2016
Q2 | $223K | Hold |
6,270
| – | – | 0.2% | 143 |
|
|
2016
Q1 | $209K | Sell |
6,270
-300
| -5% | -$10K | 0.2% | 147 |
|
|
2015
Q4 | $248K | Hold |
6,570
| – | – | 0.25% | 134 |
|
|
2015
Q3 | $234K | Hold |
6,570
| – | – | 0.24% | 135 |
|
|
2015
Q2 | $265K | Hold |
6,570
| – | – | 0.24% | 138 |
|
|
2015
Q1 | $256K | Hold |
6,570
| – | – | 0.23% | 141 |
|
|
2014
Q4 | $256K | Buy |
+6,570
| New | +$256K | 0.24% | 139 |
|