Patton Albertson Miller Group’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 | $1.07M | Buy |
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|
2025
Q1 | $983K | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $857K | Sell |
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|
2023
Q1 | $1.13M | Sell |
|
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|
2022
Q4 | $1.43M | Hold |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $945K | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $864K | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $978K | Sell |
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|
2019
Q4 | $1.85M | Buy |
|
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|
2019
Q3 | $471K | Buy |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $342K | Buy |
|
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|
2018
Q1 | $333K | Buy |
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $322K | Hold |
|
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|
2017
Q1 | $292K | Sell |
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|
2016
Q4 | $328K | Buy |
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|
2016
Q3 | $255K | Hold |
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|
2016
Q2 | $240K | Sell |
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|
2016
Q1 | $233K | Sell |
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|
2015
Q4 | $295K | Hold |
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|
2015
Q3 | $278K | Hold |
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|
2015
Q2 | $314K | Sell |
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|
2015
Q1 | $312K | Sell |
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|
2014
Q4 | $329K | Buy |
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|
2014
Q3 | $311K | Sell |
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|
2014
Q2 | $329K | Hold |
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|
2014
Q1 | $336K | Sell |
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|
2013
Q4 | $391K | Sell |
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|
2013
Q3 | $363K | Buy |
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|
2013
Q2 | $360K | Buy |
|