MTM Investment 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 | $398K | Buy |
9,261
+16
| +0.2% | +$688 | 0.13% | 142 |
|
|
2025
Q1 | $379K | Buy |
9,245
+15
| +0.2% | +$615 | 0.15% | 142 |
|
|
2024
Q4 | $400K | Buy |
9,230
+14
| +0.2% | +$607 | 0.15% | 138 |
|
|
2024
Q3 | $391K | Buy |
9,216
+16
| +0.2% | +$678 | 0.15% | 134 |
|
|
2024
Q2 | $357K | Buy |
9,200
+18
| +0.2% | +$699 | 0.15% | 133 |
|
|
2024
Q1 | $358K | Sell |
9,182
-2,729
| -23% | -$106K | 0.15% | 136 |
|
|
2023
Q4 | $440K | Sell |
11,911
-1,680
| -12% | -$62K | 0.2% | 112 |
|
|
2023
Q3 | $389K | Sell |
13,591
-3,049
| -18% | -$87.2K | 0.2% | 113 |
|
|
2023
Q2 | $505K | Sell |
16,640
-5,297
| -24% | -$161K | 0.25% | 97 |
|
|
2023
Q1 | $748K | Sell |
21,937
-4,189
| -16% | -$143K | 0.38% | 76 |
|
|
2022
Q4 | $1.12M | Sell |
26,126
-1,237
| -5% | -$53.2K | 0.58% | 52 |
|
|
2022
Q3 | $1.19M | Buy |
27,363
+12
| +0% | +$522 | 0.68% | 42 |
|
|
2022
Q2 | $1.32M | Buy |
27,351
+10
| +0% | +$482 | 0.71% | 40 |
|
|
2022
Q1 | $1.55M | Sell |
27,341
-22
| -0.1% | -$1.25K | 0.75% | 38 |
|
|
2021
Q4 | $1.6M | Sell |
27,363
-180
| -0.7% | -$10.5K | 0.76% | 36 |
|
|
2021
Q3 | $1.62M | Buy |
27,543
+10
| +0% | +$586 | 0.88% | 33 |
|
|
2021
Q2 | $1.53M | Buy |
27,533
+1,009
| +4% | +$56K | 0.8% | 35 |
|
|
2021
Q1 | $1.55M | Sell |
26,524
-137
| -0.5% | -$7.99K | 0.87% | 32 |
|
|
2020
Q4 | $1.28M | Buy |
+26,661
| New | +$1.28M | 0.79% | 33 |
|