Monte Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,060
| Closed | -$734K | – | 90 |
|
|
2022
Q4 | $734K | Buy |
17,060
+1,218
| +8% | +$52.4K | 0.38% | 56 |
|
|
2022
Q3 | $690K | Buy |
15,842
+1,676
| +12% | +$73K | 0.42% | 46 |
|
|
2022
Q2 | $672K | Buy |
14,166
+322
| +2% | +$15.3K | 0.39% | 44 |
|
|
2022
Q1 | $785K | Buy |
13,844
+200
| +1% | +$11.3K | 0.42% | 46 |
|
|
2021
Q4 | $799K | Sell |
13,644
-1,072
| -7% | -$62.8K | 0.42% | 47 |
|
|
2021
Q3 | $863K | Sell |
14,716
-225
| -2% | -$13.2K | 0.5% | 44 |
|
|
2021
Q2 | $829K | Sell |
14,941
-65
| -0.4% | -$3.61K | 0.47% | 44 |
|
|
2021
Q1 | $875K | Sell |
15,006
-507
| -3% | -$29.6K | 0.54% | 43 |
|
|
2020
Q4 | $744K | Sell |
15,513
-1,044
| -6% | -$50.1K | 0.51% | 46 |
|
|
2020
Q3 | $630K | Buy |
16,557
+849
| +5% | +$32.3K | 0.48% | 48 |
|
|
2020
Q2 | $590K | Buy |
15,708
+4,859
| +45% | +$183K | 0.47% | 47 |
|
|
2020
Q1 | $335K | Sell |
10,849
-805
| -7% | -$24.9K | 0.32% | 58 |
|
|
2019
Q4 | $656K | Buy |
11,654
+282
| +2% | +$15.9K | 0.48% | 45 |
|
|
2019
Q3 | $607K | Buy |
11,372
+991
| +10% | +$52.9K | 0.49% | 43 |
|
|
2019
Q2 | $510K | Buy |
10,381
+1,327
| +15% | +$65.2K | 0.43% | 47 |
|
|
2019
Q1 | $421K | Buy |
9,054
+4,047
| +81% | +$188K | 0.37% | 49 |
|
|
2018
Q4 | $217K | Buy |
+5,007
| New | +$217K | 0.23% | 64 |
|