Monetary Management Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
388
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $16K | Hold |
388
| – | – | ﹤0.01% | 310 |
|
|
2024
Q4 | $16.8K | Hold |
388
| – | – | ﹤0.01% | 311 |
|
|
2024
Q3 | $16.6K | Hold |
388
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $15.1K | Hold |
388
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $15.1K | Hold |
388
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $14.3K | Hold |
388
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $11.1K | Hold |
388
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $11.8K | Sell |
388
-1,261
| -76% | -$38.3K | ﹤0.01% | 323 |
|
|
2023
Q1 | $56.2K | Sell |
1,649
-181
| -10% | -$6.17K | 0.02% | 246 |
|
|
2022
Q4 | $78.7K | Hold |
1,830
| – | – | 0.02% | 237 |
|
|
2022
Q3 | $80K | Hold |
1,830
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $87K | Hold |
1,830
| – | – | 0.03% | 222 |
|
|
2022
Q1 | $104K | Hold |
1,830
| – | – | 0.03% | 219 |
|
|
2021
Q4 | $107K | Hold |
1,830
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $107K | Buy |
+1,830
| New | +$107K | 0.03% | 219 |
|
|
2021
Q2 | – | Sell |
-2,218
| Closed | -$129K | – | 319 |
|
|
2021
Q1 | $129K | Buy |
2,218
+388
| +21% | +$22.6K | 0.04% | 200 |
|
|
2020
Q4 | $88K | Hold |
1,830
| – | – | 0.03% | 203 |
|
|
2020
Q3 | $70K | Hold |
1,830
| – | – | 0.02% | 201 |
|
|
2020
Q2 | $69K | Sell |
1,830
-906
| -33% | -$34.2K | 0.03% | 195 |
|
|
2020
Q1 | $84K | Sell |
2,736
-5,180
| -65% | -$159K | 0.04% | 178 |
|
|
2019
Q4 | $446K | Buy |
+7,916
| New | +$446K | 0.16% | 121 |
|
|
2019
Q3 | – | Sell |
-4,650
| Closed | -$228K | – | 308 |
|
|
2019
Q2 | $228K | Sell |
4,650
-825
| -15% | -$40.5K | 0.09% | 150 |
|
|
2019
Q1 | $255K | Hold |
5,475
| – | – | 0.1% | 141 |
|
|
2018
Q4 | $237K | Sell |
5,475
-2,350
| -30% | -$102K | 0.11% | 135 |
|
|
2018
Q3 | $380K | Sell |
7,825
-350
| -4% | -$17K | 0.15% | 120 |
|
|
2018
Q2 | $412K | Hold |
8,175
| – | – | 0.17% | 115 |
|
|
2018
Q1 | $425K | Hold |
8,175
| – | – | 0.18% | 111 |
|
|
2017
Q4 | $406K | Hold |
8,175
| – | – | 0.16% | 111 |
|
|
2017
Q3 | $384K | Sell |
8,175
-2,800
| -26% | -$132K | 0.16% | 117 |
|
|
2017
Q2 | $498K | Sell |
10,975
-250
| -2% | -$11.3K | 0.2% | 100 |
|
|
2017
Q1 | $502K | Buy |
11,225
+300
| +3% | +$13.4K | 0.22% | 90 |
|
|
2016
Q4 | $514K | Buy |
+10,925
| New | +$514K | 0.24% | 88 |
|