PFM
Parsec Financial Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.93M | Buy |
144,629
+72,857
| +102% | +$2.48M | 0.21% | 95 |
|
|
2022
Q4 | $3.09M | Sell |
71,772
-2,023
| -3% | -$87.1K | 0.14% | 112 |
|
|
2022
Q3 | $3.21M | Sell |
73,795
-6,921
| -9% | -$301K | 0.16% | 101 |
|
|
2022
Q2 | $3.83M | Sell |
80,716
-6,934
| -8% | -$329K | 0.19% | 92 |
|
|
2022
Q1 | $4.97M | Buy |
87,650
+13,840
| +19% | +$785K | 0.21% | 80 |
|
|
2021
Q4 | $4.32M | Sell |
73,810
-3,523
| -5% | -$206K | 0.18% | 89 |
|
|
2021
Q3 | $5.01M | Sell |
77,333
-485
| -0.6% | -$31.4K | 0.21% | 77 |
|
|
2021
Q2 | $4.32M | Sell |
77,818
-13,307
| -15% | -$739K | 0.2% | 81 |
|
|
2021
Q1 | $5.31M | Sell |
91,125
-16,710
| -15% | -$974K | 0.27% | 70 |
|
|
2020
Q4 | $5.17M | Sell |
107,835
-20,726
| -16% | -$993K | 0.28% | 70 |
|
|
2020
Q3 | $4.89M | Sell |
128,561
-36,608
| -22% | -$1.39M | 0.3% | 68 |
|
|
2020
Q2 | $6.2M | Sell |
165,169
-22,550
| -12% | -$847K | 0.4% | 63 |
|
|
2020
Q1 | $5.79M | Sell |
187,719
-8,324
| -4% | -$257K | 0.43% | 59 |
|
|
2019
Q4 | $11M | Buy |
196,043
+4,425
| +2% | +$249K | 0.65% | 53 |
|
|
2019
Q3 | $10.2M | Buy |
191,618
+7,717
| +4% | +$412K | 0.64% | 55 |
|
|
2019
Q2 | $9.04M | Buy |
183,901
+11,566
| +7% | +$568K | 0.56% | 57 |
|
|
2019
Q1 | $8.02M | Buy |
172,335
+82,247
| +91% | +$3.83M | 0.51% | 60 |
|
|
2018
Q4 | $3.9M | Buy |
90,088
+24,410
| +37% | +$1.06M | 0.28% | 85 |
|
|
2018
Q3 | $3.19M | Buy |
65,678
+14,778
| +29% | +$717K | 0.2% | 99 |
|
|
2018
Q2 | $2.57M | Sell |
50,900
-4,966
| -9% | -$250K | 0.17% | 106 |
|
|
2018
Q1 | $2.91M | Buy |
55,866
+4,054
| +8% | +$211K | 0.2% | 100 |
|
|
2017
Q4 | $2.58M | Sell |
51,812
-120
| -0.2% | -$5.97K | 0.17% | 111 |
|
|
2017
Q3 | $2.44M | Buy |
51,932
+33,872
| +188% | +$1.59M | 0.18% | 112 |
|
|
2017
Q2 | $820K | Hold |
18,060
| – | – | 0.07% | 134 |
|
|
2017
Q1 | $807K | Buy |
18,060
+475
| +3% | +$21.2K | 0.07% | 131 |
|
|
2016
Q4 | $827K | Buy |
17,585
+19
| +0.1% | +$894 | 0.07% | 130 |
|
|
2016
Q3 | $663K | Hold |
17,566
| – | – | 0.06% | 136 |
|
|
2016
Q2 | $626K | Sell |
17,566
-820
| -4% | -$29.2K | 0.06% | 131 |
|
|
2016
Q1 | $612K | Buy |
18,386
+320
| +2% | +$10.7K | 0.06% | 129 |
|
|
2015
Q4 | $683K | Sell |
18,066
-2,594
| -13% | -$98.1K | 0.07% | 126 |
|
|
2015
Q3 | $735K | Buy |
20,660
+30
| +0.1% | +$1.07K | 0.08% | 123 |
|
|
2015
Q2 | $832K | Buy |
20,630
+200
| +1% | +$8.07K | 0.08% | 120 |
|
|
2015
Q1 | $797K | Buy |
20,430
+281
| +1% | +$11K | 0.08% | 120 |
|
|
2014
Q4 | $784K | Sell |
20,149
-600
| -3% | -$23.3K | 0.08% | 109 |
|
|
2014
Q3 | $772K | Buy |
20,749
+2,470
| +14% | +$91.9K | 0.08% | 107 |
|
|
2014
Q2 | $721K | Sell |
18,279
-120
| -0.7% | -$4.73K | 0.08% | 106 |
|
|
2014
Q1 | $739K | Sell |
18,399
-160
| -0.9% | -$6.43K | 0.08% | 102 |
|
|
2013
Q4 | $693K | Hold |
18,559
| – | – | 0.08% | 102 |
|
|
2013
Q3 | $626K | Buy |
18,559
+1,026
| +6% | +$34.6K | 0.08% | 98 |
|
|
2013
Q2 | $594K | Buy |
+17,533
| New | +$594K | 0.08% | 99 |
|