PG
Patten Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
26,866
-1,324
| -5% | -$56.9K | 0.24% | 118 |
|
|
2025
Q1 | $1.16M | Sell |
28,190
-2,612
| -8% | -$107K | 0.27% | 111 |
|
|
2024
Q4 | $1.34M | Sell |
30,802
-5,475
| -15% | -$238K | 0.3% | 100 |
|
|
2024
Q3 | $1.55M | Sell |
36,277
-1,670
| -4% | -$71.4K | 0.34% | 82 |
|
|
2024
Q2 | $1.47M | Sell |
37,947
-1,939
| -5% | -$75.3K | 0.35% | 81 |
|
|
2024
Q1 | $1.55M | Sell |
39,886
-4,452
| -10% | -$174K | 0.38% | 77 |
|
|
2023
Q4 | $1.64M | Sell |
44,338
-1,408
| -3% | -$52K | 0.44% | 65 |
|
|
2023
Q3 | $1.31M | Sell |
45,746
-1,283
| -3% | -$36.7K | 0.39% | 75 |
|
|
2023
Q2 | $1.43M | Sell |
47,029
-69
| -0.1% | -$2.09K | 0.21% | 70 |
|
|
2023
Q1 | $1.61M | Buy |
47,098
+659
| +1% | +$22.5K | 0.48% | 56 |
|
|
2022
Q4 | $2M | Buy |
46,439
+209
| +0.5% | +$8.99K | 0.63% | 38 |
|
|
2022
Q3 | $2.01M | Sell |
46,230
-77
| -0.2% | -$3.35K | 0.69% | 36 |
|
|
2022
Q2 | $2.22M | Sell |
46,307
-1,087
| -2% | -$52.2K | 0.71% | 35 |
|
|
2022
Q1 | $2.69M | Sell |
47,394
-1,972
| -4% | -$112K | 0.75% | 30 |
|
|
2021
Q4 | $2.89M | Sell |
49,366
-102
| -0.2% | -$5.97K | 0.77% | 30 |
|
|
2021
Q3 | $2.9M | Buy |
49,468
+62
| +0.1% | +$3.64K | 0.85% | 26 |
|
|
2021
Q2 | $2.74M | Buy |
49,406
+49
| +0.1% | +$2.72K | 0.81% | 28 |
|
|
2021
Q1 | $2.88M | Sell |
49,357
-700
| -1% | -$40.8K | 0.92% | 20 |
|
|
2020
Q4 | $2.4M | Buy |
50,057
+4,959
| +11% | +$238K | 0.65% | 32 |
|
|
2020
Q3 | $1.72M | Sell |
45,098
-240
| -0.5% | -$9.13K | 0.67% | 40 |
|
|
2020
Q2 | $1.7M | Sell |
45,338
-147
| -0.3% | -$5.52K | 0.73% | 34 |
|
|
2020
Q1 | $1.4M | Sell |
45,485
-1,196
| -3% | -$36.9K | 0.73% | 41 |
|
|
2019
Q4 | $2.63M | Buy |
46,681
+39,958
| +594% | +$2.25M | 0.98% | 23 |
|
|
2019
Q3 | $359K | Buy |
6,723
+100
| +2% | +$5.34K | 0.15% | 148 |
|
|
2019
Q2 | $325K | Buy |
6,623
+190
| +3% | +$9.32K | 0.13% | 154 |
|
|
2019
Q1 | $299K | Sell |
6,433
-450
| -7% | -$20.9K | 0.13% | 153 |
|
|
2018
Q4 | $298K | Sell |
6,883
-100
| -1% | -$4.33K | 0.14% | 136 |
|
|
2018
Q3 | $339K | Hold |
6,983
| – | – | 0.13% | 151 |
|
|
2018
Q2 | $352K | Hold |
6,983
| – | – | 0.14% | 142 |
|
|
2018
Q1 | $363K | Hold |
6,983
| – | – | 0.15% | 136 |
|
|
2017
Q4 | $347K | Hold |
6,983
| – | – | 0.14% | 149 |
|
|
2017
Q3 | $328K | Hold |
6,983
| – | – | 0.13% | 152 |
|
|
2017
Q2 | $338K | Buy |
6,983
+121
| +2% | +$5.86K | 0.14% | 149 |
|
|
2017
Q1 | $302K | Hold |
6,862
| – | – | 0.13% | 145 |
|
|
2016
Q4 | $322K | Hold |
6,862
| – | – | 0.14% | 138 |
|
|
2016
Q3 | $261K | Hold |
6,862
| – | – | 0.12% | 154 |
|
|
2016
Q2 | $244K | Hold |
6,862
| – | – | 0.11% | 153 |
|
|
2016
Q1 | $228K | Hold |
6,862
| – | – | 0.11% | 152 |
|
|
2015
Q4 | $259K | Hold |
6,862
| – | – | 0.12% | 147 |
|
|
2015
Q3 | $244K | Buy |
6,862
+1,095
| +19% | +$39K | 0.13% | 149 |
|
|
2015
Q2 | $232K | Hold |
5,767
| – | – | 0.11% | 162 |
|
|
2015
Q1 | $225K | Hold |
5,767
| – | – | 0.12% | 158 |
|
|
2014
Q4 | $224K | Buy |
+5,767
| New | +$224K | 0.11% | 163 |
|