Mountain Pacific Investment Advisers’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 | $231K | Hold |
5,366
| – | – | 0.02% | 136 |
|
|
2025
Q1 | $221K | Hold |
5,366
| – | – | 0.02% | 139 |
|
|
2024
Q4 | $233K | Hold |
5,366
| – | – | 0.02% | 133 |
|
|
2024
Q3 | $230K | Hold |
5,366
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $208K | Sell |
5,366
-1,812
| -25% | -$70.4K | 0.02% | 138 |
|
|
2024
Q1 | $280K | Hold |
7,178
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $265K | Hold |
7,178
| – | – | 0.02% | 124 |
|
|
2023
Q3 | $205K | Sell |
7,178
-1,405
| -16% | -$40.2K | 0.01% | 129 |
|
|
2023
Q2 | $260K | Sell |
8,583
-259
| -3% | -$7.86K | 0.02% | 125 |
|
|
2023
Q1 | $302K | Hold |
8,842
| – | – | 0.02% | 120 |
|
|
2022
Q4 | $380K | Hold |
8,842
| – | – | 0.03% | 111 |
|
|
2022
Q3 | $385K | Hold |
8,842
| – | – | 0.03% | 107 |
|
|
2022
Q2 | $419K | Hold |
8,842
| – | – | 0.03% | 106 |
|
|
2022
Q1 | $501K | Sell |
8,842
-209
| -2% | -$11.8K | 0.03% | 107 |
|
|
2021
Q4 | $530K | Sell |
9,051
-388
| -4% | -$22.7K | 0.03% | 106 |
|
|
2021
Q3 | $554K | Sell |
9,439
-179
| -2% | -$10.5K | 0.03% | 102 |
|
|
2021
Q2 | $534K | Hold |
9,618
| – | – | 0.03% | 102 |
|
|
2021
Q1 | $561K | Sell |
9,618
-647
| -6% | -$37.7K | 0.04% | 99 |
|
|
2020
Q4 | $492K | Buy |
10,265
+110
| +1% | +$5.27K | 0.04% | 100 |
|
|
2020
Q3 | $386K | Sell |
10,155
-1,630
| -14% | -$62K | 0.03% | 103 |
|
|
2020
Q2 | $443K | Hold |
11,785
| – | – | 0.04% | 92 |
|
|
2020
Q1 | $363K | Buy |
11,785
+400
| +4% | +$12.3K | 0.04% | 94 |
|
|
2019
Q4 | $641K | Buy |
+11,385
| New | +$641K | 0.05% | 87 |
|
|
2018
Q4 | – | Sell |
-3,129
| Closed | -$152K | – | 225 |
|
|
2018
Q3 | $152K | Buy |
+3,129
| New | +$152K | 0.01% | 128 |
|