MAM
Montchanin Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $225K | Sell |
5,190
-6,500
| -56% | -$282K | 0.22% | 49 |
|
|
2024
Q3 | $500K | Hold |
11,690
| – | – | 0.46% | 41 |
|
|
2024
Q2 | $454K | Sell |
11,690
-285
| -2% | -$11.1K | 0.43% | 44 |
|
|
2024
Q1 | $467K | Buy |
+11,975
| New | +$467K | 0.46% | 43 |
|
|
2023
Q2 | $380K | Sell |
12,250
-6,015
| -33% | -$187K | 0.43% | 41 |
|
|
2023
Q1 | $623K | Buy |
18,265
+2,300
| +14% | +$78.5K | 0.79% | 29 |
|
|
2022
Q4 | $687K | Buy |
15,965
+4,600
| +40% | +$198K | 0.94% | 27 |
|
|
2022
Q3 | $495K | Buy |
11,365
+2,020
| +22% | +$88K | 0.7% | 32 |
|
|
2022
Q2 | $443K | Buy |
+9,345
| New | +$443K | 0.61% | 31 |
|