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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $391K | Buy |
|
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $748K | Sell |
|
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $1.28M | Buy |
|