MC
Moors & Cabot’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
50,464
-9,767
| -16% | -$420K | 0.1% | 190 |
|
|
2025
Q1 | $2.48M | Sell |
60,231
-6,402
| -10% | -$263K | 0.13% | 157 |
|
|
2024
Q4 | $2.89M | Sell |
66,633
-1,727
| -3% | -$74.9K | 0.14% | 135 |
|
|
2024
Q3 | $2.92M | Sell |
68,360
-3,827
| -5% | -$164K | 0.15% | 139 |
|
|
2024
Q2 | $2.8M | Sell |
72,187
-1,017
| -1% | -$39.5K | 0.15% | 135 |
|
|
2024
Q1 | $2.85M | Buy |
73,204
+9,435
| +15% | +$368K | 0.15% | 132 |
|
|
2023
Q4 | $2.35M | Sell |
63,769
-408
| -0.6% | -$15.1K | 0.15% | 145 |
|
|
2023
Q3 | $1.84M | Buy |
64,177
+2,088
| +3% | +$59.7K | 0.12% | 159 |
|
|
2023
Q2 | $1.88M | Buy |
62,089
+3,154
| +5% | +$95.7K | 0.13% | 164 |
|
|
2023
Q1 | $2.01M | Buy |
58,935
+6,936
| +13% | +$237K | 0.14% | 162 |
|
|
2022
Q4 | $2.24M | Sell |
51,999
-2,609
| -5% | -$112K | 0.16% | 150 |
|
|
2022
Q3 | $2.38M | Buy |
54,608
+16,344
| +43% | +$712K | 0.18% | 124 |
|
|
2022
Q2 | $1.82M | Buy |
38,264
+2,414
| +7% | +$115K | 0.13% | 169 |
|
|
2022
Q1 | $2.03M | Buy |
35,850
+5,980
| +20% | +$339K | 0.13% | 167 |
|
|
2021
Q4 | $1.75M | Buy |
29,870
+4,126
| +16% | +$242K | 0.11% | 189 |
|
|
2021
Q3 | $1.51M | Buy |
25,744
+1,609
| +7% | +$94.4K | 0.09% | 204 |
|
|
2021
Q2 | $1.34M | Sell |
24,135
-114
| -0.5% | -$6.33K | 0.09% | 214 |
|
|
2021
Q1 | $1.41M | Sell |
24,249
-4,502
| -16% | -$262K | 0.11% | 189 |
|
|
2020
Q4 | $1.38M | Buy |
28,751
+22
| +0.1% | +$1.06K | 0.12% | 179 |
|
|
2020
Q3 | $1.09M | Buy |
28,729
+3,938
| +16% | +$150K | 0.1% | 192 |
|
|
2020
Q2 | $935K | Buy |
24,791
+9,669
| +64% | +$365K | 0.1% | 199 |
|
|
2020
Q1 | $467K | Sell |
15,122
-48,685
| -76% | -$1.5M | 0.07% | 261 |
|
|
2019
Q4 | $3.59M | Buy |
63,807
+4,950
| +8% | +$279K | 0.36% | 70 |
|
|
2019
Q3 | $3.14M | Buy |
58,857
+1,044
| +2% | +$55.7K | 0.35% | 74 |
|
|
2019
Q2 | $2.84M | Buy |
57,813
+1,473
| +3% | +$72.4K | 0.36% | 70 |
|
|
2019
Q1 | $2.63M | Sell |
56,340
-103
| -0.2% | -$4.8K | 0.36% | 79 |
|
|
2018
Q4 | $2.44M | Buy |
56,443
+18
| +0% | +$779 | 0.38% | 70 |
|
|
2018
Q3 | $2.74M | Buy |
56,425
+2,445
| +5% | +$119K | 0.34% | 77 |
|
|
2018
Q2 | $2.73M | Buy |
53,980
+927
| +2% | +$46.8K | 0.37% | 71 |
|
|
2018
Q1 | $2.76M | Buy |
53,053
+9,309
| +21% | +$484K | 0.36% | 71 |
|
|
2017
Q4 | $2.18M | Buy |
43,744
+10,993
| +34% | +$547K | 0.29% | 95 |
|
|
2017
Q3 | $1.54M | Buy |
32,751
+23,504
| +254% | +$1.1M | 0.22% | 123 |
|
|
2017
Q2 | $419K | Buy |
9,247
+367
| +4% | +$16.6K | 0.07% | 325 |
|
|
2017
Q1 | $400K | Sell |
8,880
-1,203
| -12% | -$54.2K | 0.07% | 323 |
|
|
2016
Q4 | $472K | Buy |
10,083
+1,089
| +12% | +$51K | 0.08% | 296 |
|
|
2016
Q3 | $342K | Buy |
8,994
+1,826
| +25% | +$69.4K | 0.06% | 344 |
|
|
2016
Q2 | $257K | Buy |
+7,168
| New | +$257K | 0.05% | 401 |
|