Mutual of America Capital 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 | $6.46M | Sell |
150,185
-2,852
| -2% | -$123K | 0.07% | 322 |
|
|
2025
Q1 | $6.3M | Sell |
153,037
-6,001
| -4% | -$247K | 0.07% | 313 |
|
|
2024
Q4 | $6.9M | Sell |
159,038
-5,869
| -4% | -$255K | 0.07% | 308 |
|
|
2024
Q3 | $7.05M | Sell |
164,907
-3,836
| -2% | -$164K | 0.07% | 305 |
|
|
2024
Q2 | $6.56M | Sell |
168,743
-6,124
| -4% | -$238K | 0.07% | 314 |
|
|
2024
Q1 | $6.82M | Sell |
174,867
-3,574
| -2% | -$139K | 0.07% | 315 |
|
|
2023
Q4 | $6.59M | Sell |
178,441
-7,930
| -4% | -$293K | 0.08% | 294 |
|
|
2023
Q3 | $5.33M | Sell |
186,371
-5,198
| -3% | -$149K | 0.07% | 358 |
|
|
2023
Q2 | $5.81M | Buy |
191,569
+1,710
| +0.9% | +$51.9K | 0.07% | 374 |
|
|
2023
Q1 | $6.47M | Buy |
189,859
+326
| +0.2% | +$11.1K | 0.08% | 327 |
|
|
2022
Q4 | $8.16M | Buy |
189,533
+5,878
| +3% | +$253K | 0.1% | 221 |
|
|
2022
Q3 | $8M | Buy |
183,655
+2,117
| +1% | +$92.2K | 0.11% | 192 |
|
|
2022
Q2 | $8.61M | Buy |
181,538
+3,388
| +2% | +$161K | 0.11% | 193 |
|
|
2022
Q1 | $10.1M | Buy |
178,150
+1,892
| +1% | +$107K | 0.11% | 198 |
|
|
2021
Q4 | $10.3M | Buy |
176,258
+1,102
| +0.6% | +$64.5K | 0.1% | 215 |
|
|
2021
Q3 | $10.3M | Sell |
175,156
-428
| -0.2% | -$25.1K | 0.1% | 193 |
|
|
2021
Q2 | $9.75M | Buy |
175,584
+1,145
| +0.7% | +$63.5K | 0.1% | 220 |
|
|
2021
Q1 | $10.2M | Buy |
174,439
+2,842
| +2% | +$166K | 0.11% | 195 |
|
|
2020
Q4 | $8.23M | Sell |
171,597
-3,790
| -2% | -$182K | 0.09% | 244 |
|
|
2020
Q3 | $6.67M | Sell |
175,387
-9,971
| -5% | -$379K | 0.09% | 251 |
|
|
2020
Q2 | $6.96M | Buy |
185,358
+2,585
| +1% | +$97.1K | 0.1% | 220 |
|
|
2020
Q1 | $5.64M | Buy |
182,773
+2,784
| +2% | +$85.9K | 0.09% | 245 |
|
|
2019
Q4 | $10.1M | Buy |
179,989
+77,405
| +75% | +$4.36M | 0.13% | 146 |
|
|
2019
Q3 | $5.48M | Sell |
102,584
-37
| -0% | -$1.98K | 0.08% | 349 |
|
|
2019
Q2 | $5.04M | Buy |
102,621
+618
| +0.6% | +$30.4K | 0.07% | 395 |
|
|
2019
Q1 | $4.75M | Buy |
102,003
+1,173
| +1% | +$54.6K | 0.07% | 411 |
|
|
2018
Q4 | $4.37M | Buy |
100,830
+822
| +0.8% | +$35.6K | 0.07% | 396 |
|
|
2018
Q3 | $4.85M | Sell |
100,008
-385
| -0.4% | -$18.7K | 0.07% | 424 |
|
|
2018
Q2 | $5.06M | Buy |
100,393
+1,089
| +1% | +$54.9K | 0.08% | 383 |
|
|
2018
Q1 | $5.17M | Buy |
99,304
+980
| +1% | +$51K | 0.08% | 354 |
|
|
2017
Q4 | $4.89M | Sell |
98,324
-2,278
| -2% | -$113K | 0.07% | 388 |
|
|
2017
Q3 | $4.72M | Buy |
100,602
+1,904
| +2% | +$89.4K | 0.08% | 384 |
|
|
2017
Q2 | $4.48M | Sell |
98,698
-1,361
| -1% | -$61.8K | 0.08% | 399 |
|
|
2017
Q1 | $4.47M | Buy |
100,059
+1,719
| +2% | +$76.8K | 0.08% | 386 |
|
|
2016
Q4 | $4.62M | Buy |
98,340
+1,644
| +2% | +$77.3K | 0.09% | 334 |
|
|
2016
Q3 | $3.65M | Buy |
96,696
+1,211
| +1% | +$45.7K | 0.07% | 438 |
|
|
2016
Q2 | $3.4M | Buy |
95,485
+6,916
| +8% | +$246K | 0.07% | 421 |
|
|
2016
Q1 | $2.95M | Buy |
88,569
+1,543
| +2% | +$51.3K | 0.07% | 456 |
|
|
2015
Q4 | $3.29M | Buy |
87,026
+437
| +0.5% | +$16.5K | 0.07% | 390 |
|
|
2015
Q3 | $3.08M | Buy |
86,589
+6,512
| +8% | +$232K | 0.07% | 411 |
|
|
2015
Q2 | $3.23M | Buy |
80,077
+1,423
| +2% | +$57.4K | 0.07% | 421 |
|
|
2015
Q1 | $3.07M | Buy |
78,654
+543
| +0.7% | +$21.2K | 0.07% | 477 |
|
|
2014
Q4 | $3.04M | Buy |
78,111
+1,627
| +2% | +$63.3K | 0.07% | 459 |
|
|
2014
Q3 | $2.85M | Buy |
76,484
+730
| +1% | +$27.2K | 0.07% | 461 |
|
|
2014
Q2 | $2.99M | Buy |
75,754
+1,183
| +2% | +$46.6K | 0.07% | 456 |
|
|
2014
Q1 | $3M | Sell |
74,571
-1,016
| -1% | -$40.8K | 0.07% | 447 |
|
|
2013
Q4 | $2.82M | Buy |
75,587
+2,665
| +4% | +$99.5K | 0.07% | 478 |
|
|
2013
Q3 | $2.46M | Sell |
72,922
-37,688
| -34% | -$1.27M | 0.07% | 479 |
|
|
2013
Q2 | $3.75M | Buy |
+110,610
| New | +$3.75M | 0.11% | 224 |
|