MFT
Moisand Fitzgerald Tamayo’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Hold |
14,712
| – | – | 0.08% | 66 |
|
|
2025
Q1 | $605K | Sell |
14,712
-1,093
| -7% | -$45K | 0.08% | 65 |
|
|
2024
Q4 | $686K | Sell |
15,805
-1,110
| -7% | -$48.2K | 0.1% | 61 |
|
|
2024
Q3 | $723K | Hold |
16,915
| – | – | 0.1% | 59 |
|
|
2024
Q2 | $657K | Sell |
16,915
-1,075
| -6% | -$41.8K | 0.1% | 60 |
|
|
2024
Q1 | $701K | Sell |
17,990
-1,259
| -7% | -$49.1K | 0.11% | 61 |
|
|
2023
Q4 | $711K | Hold |
19,249
| – | – | 0.12% | 60 |
|
|
2023
Q3 | $551K | Sell |
19,249
-45
| -0.2% | -$1.29K | 0.12% | 63 |
|
|
2023
Q2 | $586K | Hold |
19,294
| – | – | 0.12% | 63 |
|
|
2023
Q1 | $658K | Sell |
19,294
-2,690
| -12% | -$91.7K | 0.14% | 60 |
|
|
2022
Q4 | $946K | Sell |
21,984
-2,760
| -11% | -$119K | 0.22% | 49 |
|
|
2022
Q3 | $1.08M | Buy |
24,744
+45
| +0.2% | +$1.96K | 0.3% | 40 |
|
|
2022
Q2 | $1.17M | Buy |
+24,699
| New | +$1.17M | 0.32% | 39 |
|
|
2020
Q2 | – | Sell |
-76
| Closed | -$2K | – | 336 |
|
|
2020
Q1 | $2K | Hold |
76
| – | – | ﹤0.01% | 233 |
|
|
2019
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 233 |
|