Montag & Caldwell’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 | $626K | Hold |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $632K | Hold |
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|
2024
Q3 | $623K | Hold |
|
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|
2024
Q2 | $566K | Hold |
|
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|
2024
Q1 | $568K | Hold |
|
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|
2023
Q4 | $538K | Hold |
|
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|
2023
Q3 | $417K | Hold |
|
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $497K | Hold |
|
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|
2022
Q4 | $627K | Hold |
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|
2022
Q3 | $634K | Hold |
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|
2022
Q2 | $691K | Buy |
|