Moneta Group Investment Advisors’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
Q2 | $549K | Buy |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $614K | Buy |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $6.52M | Sell |
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|
2022
Q3 | $7.35M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $795K | Buy |
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|
2020
Q2 | $634K | Buy |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $707K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $507K | Hold |
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|
2014
Q4 | $506K | Buy |
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|
2014
Q3 | $372K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $201K | Buy |
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