Montag & Caldwell’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 | $626K | Hold |
14,562
| – | – | 0.14% | 67 |
|
|
2025
Q1 | $599K | Hold |
14,562
| – | – | 0.14% | 66 |
|
|
2024
Q4 | $632K | Hold |
14,562
| – | – | 0.13% | 63 |
|
|
2024
Q3 | $623K | Hold |
14,562
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $566K | Hold |
14,562
| – | – | 0.11% | 67 |
|
|
2024
Q1 | $568K | Hold |
14,562
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $538K | Hold |
14,562
| – | – | 0.09% | 58 |
|
|
2023
Q3 | $417K | Hold |
14,562
| – | – | 0.05% | 70 |
|
|
2023
Q2 | $442K | Hold |
14,562
| – | – | 0.05% | 73 |
|
|
2023
Q1 | $497K | Hold |
14,562
| – | – | 0.07% | 58 |
|
|
2022
Q4 | $627K | Hold |
14,562
| – | – | 0.09% | 54 |
|
|
2022
Q3 | $634K | Hold |
14,562
| – | – | 0.09% | 55 |
|
|
2022
Q2 | $691K | Buy |
+14,562
| New | +$691K | 0.1% | 51 |
|