Monument Capital Management’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 | $958K | Hold |
22,280
| – | – | 0.25% | 93 |
|
|
2025
Q1 | $917K | Hold |
22,280
| – | – | 0.28% | 88 |
|
|
2024
Q4 | $967K | Hold |
22,280
| – | – | 0.27% | 80 |
|
|
2024
Q3 | $953K | Sell |
22,280
-24
| -0.1% | -$1.03K | 0.26% | 79 |
|
|
2024
Q2 | $867K | Hold |
22,304
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $869K | Buy |
22,304
+7
| +0% | +$273 | 0.25% | 91 |
|
|
2023
Q4 | $823K | Sell |
22,297
-960
| -4% | -$35.4K | 0.26% | 91 |
|
|
2023
Q3 | $665K | Sell |
23,257
-363
| -2% | -$10.4K | 0.22% | 90 |
|
|
2023
Q2 | $717K | Buy |
23,620
+27
| +0.1% | +$819 | 0.23% | 83 |
|
|
2023
Q1 | $805K | Sell |
23,593
-416
| -2% | -$14.2K | 0.27% | 78 |
|
|
2022
Q4 | $1.03M | Sell |
24,009
-464
| -2% | -$20K | 0.35% | 75 |
|
|
2022
Q3 | $1.07M | Sell |
24,473
-1,176
| -5% | -$51.2K | 0.4% | 69 |
|
|
2022
Q2 | $1.22M | Sell |
25,649
-16,425
| -39% | -$779K | 0.46% | 62 |
|
|
2022
Q1 | $2.39M | Buy |
42,074
+1,235
| +3% | +$70K | 0.77% | 36 |
|
|
2021
Q4 | $2.39M | Buy |
40,839
+163
| +0.4% | +$9.54K | 0.74% | 42 |
|
|
2021
Q3 | $2.39M | Sell |
40,676
-871
| -2% | -$51.1K | 0.81% | 43 |
|
|
2021
Q2 | $2.31M | Buy |
+41,547
| New | +$2.31M | 0.8% | 51 |
|
|
2018
Q3 | – | Sell |
-780
| Closed | -$20K | – | 343 |
|
|
2018
Q2 | $20K | Hold |
780
| – | – | 0.01% | 110 |
|
|
2018
Q1 | $19K | Buy |
+780
| New | +$19K | 0.01% | 104 |
|