Monument Capital Management’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
Q3 | $1.02M | Hold |
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|
2025
Q2 | $958K | Hold |
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|
2025
Q1 | $917K | Hold |
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|
2024
Q4 | $967K | Hold |
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|
2024
Q3 | $953K | Sell |
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|
2024
Q2 | $867K | Hold |
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|
2024
Q1 | $869K | Buy |
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|
2023
Q4 | $823K | Sell |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $717K | Buy |
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|
2023
Q1 | $805K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.39M | Sell |
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|
2021
Q2 | $2.31M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $19K | Buy |
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