MGIA
Moneta Group Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
12,765
+2,617
| +26% | +$113K | 0.01% | 420 |
|
|
2025
Q1 | $418K | Sell |
10,148
-1,274
| -11% | -$52.4K | 0.01% | 456 |
|
|
2024
Q4 | $495K | Sell |
11,422
-5,512
| -33% | -$239K | 0.01% | 415 |
|
|
2024
Q3 | $724K | Sell |
16,934
-837
| -5% | -$35.8K | 0.01% | 330 |
|
|
2024
Q2 | $690K | Sell |
17,771
-2,436
| -12% | -$94.6K | 0.01% | 328 |
|
|
2024
Q1 | $788K | Buy |
20,207
+1,884
| +10% | +$73.4K | 0.01% | 296 |
|
|
2023
Q4 | $676K | Sell |
18,323
-3,135
| -15% | -$116K | 0.01% | 286 |
|
|
2023
Q3 | $614K | Buy |
21,458
+1,863
| +10% | +$53.3K | 0.01% | 282 |
|
|
2023
Q2 | $595K | Buy |
19,595
+1,527
| +8% | +$46.3K | 0.01% | 289 |
|
|
2023
Q1 | $616K | Sell |
18,068
-114,043
| -86% | -$3.89M | 0.01% | 278 |
|
|
2022
Q4 | $6.52M | Sell |
132,111
-36,745
| -22% | -$1.81M | 0.18% | 84 |
|
|
2022
Q3 | $7.35M | Buy |
168,856
+143,197
| +558% | +$6.23M | 0.28% | 70 |
|
|
2022
Q2 | $1.22M | Sell |
25,659
-1,449
| -5% | -$68.7K | 0.04% | 184 |
|
|
2022
Q1 | $1.54M | Buy |
27,108
+2,206
| +9% | +$125K | 0.06% | 158 |
|
|
2021
Q4 | $1.46M | Sell |
24,902
-2,839
| -10% | -$166K | 0.06% | 161 |
|
|
2021
Q3 | $1.63M | Sell |
27,741
-1,953
| -7% | -$115K | 0.08% | 144 |
|
|
2021
Q2 | $1.65M | Buy |
29,694
+613
| +2% | +$34K | 0.08% | 152 |
|
|
2021
Q1 | $1.7M | Buy |
29,081
+6,986
| +32% | +$407K | 0.09% | 135 |
|
|
2020
Q4 | $1.06M | Buy |
22,095
+1,201
| +6% | +$57.6K | 0.08% | 140 |
|
|
2020
Q3 | $795K | Buy |
20,894
+4,010
| +24% | +$153K | 0.07% | 136 |
|
|
2020
Q2 | $634K | Buy |
16,884
+3,071
| +22% | +$115K | 0.06% | 136 |
|
|
2020
Q1 | $426K | Buy |
13,813
+1,260
| +10% | +$38.9K | 0.04% | 165 |
|
|
2019
Q4 | $707K | Buy |
+12,553
| New | +$707K | 0.06% | 147 |
|
|
2018
Q3 | – | Sell |
-291
| Closed | -$15K | – | 358 |
|
|
2018
Q2 | $15K | Buy |
+291
| New | +$15K | ﹤0.01% | 374 |
|
|
2018
Q1 | – | Sell |
-10
| Closed | – | – | 705 |
|
|
2017
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 539 |
|
|
2015
Q2 | – | Sell |
-13,000
| Closed | -$507K | – | 155 |
|
|
2015
Q1 | $507K | Hold |
13,000
| – | – | 0.22% | 82 |
|
|
2014
Q4 | $506K | Buy |
13,000
+3,000
| +30% | +$117K | 0.24% | 71 |
|
|
2014
Q3 | $372K | Buy |
+10,000
| New | +$372K | 0.19% | 87 |
|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$201K | – | 135 |
|
|
2014
Q1 | $201K | Buy |
+5,000
| New | +$201K | 0.12% | 121 |
|