MTM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $424K | Buy |
9,215
+13
| +0.1% | +$642 | 0.13% | 144 |
|
|
2025
Q4 | $453K | Sell |
9,202
-94
| -1% | -$4.33K | 0.14% | 130 |
|
|
2025
Q3 | $425K | Buy |
9,296
+35
| +0.4% | +$1.58K | 0.14% | 138 |
|
|
2025
Q2 | $398K | Buy |
9,261
+16
| +0.2% | +$626 | 0.13% | 142 |
|
|
2025
Q1 | $379K | Buy |
9,245
+15
| +0.2% | +$668 | 0.15% | 142 |
|
|
2024
Q4 | $400K | Buy |
9,230
+14
| +0.2% | +$625 | 0.15% | 138 |
|
|
2024
Q3 | $391K | Buy |
9,216
+16
| +0.2% | +$676 | 0.15% | 134 |
|
|
2024
Q2 | $357K | Buy |
9,200
+18
| +0.2% | +$680 | 0.15% | 133 |
|
|
2024
Q1 | $358K | Sell |
9,182
-2,729
| -23% | -$99.8K | 0.15% | 136 |
|
|
2023
Q4 | $440K | Sell |
11,911
-1,680
| -12% | -$52.7K | 0.2% | 112 |
|
|
2023
Q3 | $389K | Sell |
13,591
-3,049
| -18% | -$93.8K | 0.2% | 113 |
|
|
2023
Q2 | $505K | Sell |
16,640
-5,297
| -24% | -$165K | 0.25% | 97 |
|
|
2023
Q1 | $748K | Sell |
21,937
-4,189
| -16% | -$183K | 0.38% | 76 |
|
|
2022
Q4 | $1.12M | Sell |
26,126
-1,237
| -5% | -$54.3K | 0.58% | 52 |
|
|
2022
Q3 | $1.19M | Buy |
27,363
+12
| +0% | +$577 | 0.68% | 42 |
|
|
2022
Q2 | $1.32M | Buy |
27,351
+10
| +0% | +$493 | 0.71% | 40 |
|
|
2022
Q1 | $1.55M | Sell |
27,341
-22
| -0.1% | -$1.36K | 0.75% | 38 |
|
|
2021
Q4 | $1.6M | Sell |
27,363
-180
| -0.7% | -$11K | 0.76% | 36 |
|
|
2021
Q3 | $1.61M | Buy |
27,543
+10
| +0% | +$559 | 0.88% | 33 |
|
|
2021
Q2 | $1.53M | Buy |
27,533
+1,009
| +4% | +$59.3K | 0.8% | 35 |
|
|
2021
Q1 | $1.55M | Sell |
26,524
-137
| -0.5% | -$7.51K | 0.87% | 32 |
|
|
2020
Q4 | $1.28M | Buy |
+26,661
| New | +$1.21M | 0.79% | 33 |
|
Other funds holding TFC
VCM
VPM
