PAMG
Patton Albertson Miller Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
24,860
+971
| +4% | +$41.7K | 0.14% | 116 |
|
|
2025
Q1 | $983K | Sell |
23,889
-6,215
| -21% | -$256K | 0.15% | 118 |
|
|
2024
Q4 | $1.31M | Buy |
30,104
+2,385
| +9% | +$103K | 0.17% | 102 |
|
|
2024
Q3 | $1.19M | Buy |
27,719
+723
| +3% | +$30.9K | 0.16% | 104 |
|
|
2024
Q2 | $1.05M | Sell |
26,996
-2,333
| -8% | -$90.6K | 0.15% | 107 |
|
|
2024
Q1 | $1.14M | Buy |
29,329
+1,661
| +6% | +$64.7K | 0.17% | 102 |
|
|
2023
Q4 | $1.02M | Sell |
27,668
-2,354
| -8% | -$86.9K | 0.17% | 113 |
|
|
2023
Q3 | $859K | Buy |
30,022
+1,790
| +6% | +$51.2K | 0.17% | 117 |
|
|
2023
Q2 | $857K | Sell |
28,232
-5,026
| -15% | -$153K | 0.17% | 117 |
|
|
2023
Q1 | $1.13M | Sell |
33,258
-30
| -0.1% | -$1.02K | 0.21% | 107 |
|
|
2022
Q4 | $1.43M | Hold |
33,288
| – | – | 0.26% | 96 |
|
|
2022
Q3 | $1.45M | Sell |
33,288
-1,052
| -3% | -$45.8K | 0.31% | 91 |
|
|
2022
Q2 | $1.63M | Sell |
34,340
-259
| -0.7% | -$12.3K | 0.33% | 93 |
|
|
2022
Q1 | $1.96M | Sell |
34,599
-334
| -1% | -$18.9K | 0.34% | 92 |
|
|
2021
Q4 | $2.05M | Buy |
34,933
+567
| +2% | +$33.2K | 0.33% | 90 |
|
|
2021
Q3 | $2.02M | Buy |
34,366
+17,343
| +102% | +$1.02M | 0.39% | 86 |
|
|
2021
Q2 | $945K | Sell |
17,023
-3,554
| -17% | -$197K | 0.22% | 108 |
|
|
2021
Q1 | $1.2M | Sell |
20,577
-261
| -1% | -$15.2K | 0.29% | 93 |
|
|
2020
Q4 | $1.16M | Sell |
20,838
-1,877
| -8% | -$104K | 0.28% | 94 |
|
|
2020
Q3 | $864K | Sell |
22,715
-7,506
| -25% | -$286K | 0.24% | 104 |
|
|
2020
Q2 | $1.14M | Sell |
30,221
-1,502
| -5% | -$56.4K | 0.33% | 89 |
|
|
2020
Q1 | $978K | Sell |
31,723
-1,158
| -4% | -$35.7K | 0.33% | 93 |
|
|
2019
Q4 | $1.85M | Buy |
32,881
+24,062
| +273% | +$1.36M | 0.49% | 69 |
|
|
2019
Q3 | $471K | Buy |
8,819
+1,290
| +17% | +$68.9K | 0.13% | 164 |
|
|
2019
Q2 | $357K | Buy |
7,529
+2,457
| +48% | +$117K | 0.1% | 185 |
|
|
2019
Q1 | $236K | Hold |
5,072
| – | – | 0.12% | 108 |
|
|
2018
Q4 | $257K | Sell |
5,072
-1,700
| -25% | -$86.1K | 0.14% | 108 |
|
|
2018
Q3 | $312K | Hold |
6,772
| – | – | 0.16% | 106 |
|
|
2018
Q2 | $342K | Buy |
6,772
+375
| +6% | +$18.9K | 0.17% | 105 |
|
|
2018
Q1 | $333K | Buy |
6,397
+274
| +4% | +$14.3K | 0.15% | 101 |
|
|
2017
Q4 | $304K | Sell |
6,123
-235
| -4% | -$11.7K | 0.12% | 109 |
|
|
2017
Q3 | $303K | Sell |
6,358
-365
| -5% | -$17.4K | 0.13% | 112 |
|
|
2017
Q2 | $322K | Hold |
6,723
| – | – | 0.14% | 109 |
|
|
2017
Q1 | $292K | Sell |
6,723
-250
| -4% | -$10.9K | 0.12% | 118 |
|
|
2016
Q4 | $328K | Buy |
6,973
+223
| +3% | +$10.5K | 0.14% | 114 |
|
|
2016
Q3 | $255K | Hold |
6,750
| – | – | 0.11% | 121 |
|
|
2016
Q2 | $240K | Sell |
6,750
-250
| -4% | -$8.89K | 0.11% | 118 |
|
|
2016
Q1 | $233K | Sell |
7,000
-798
| -10% | -$26.6K | 0.12% | 117 |
|
|
2015
Q4 | $295K | Hold |
7,798
| – | – | 0.15% | 106 |
|
|
2015
Q3 | $278K | Hold |
7,798
| – | – | 0.15% | 104 |
|
|
2015
Q2 | $314K | Sell |
7,798
-195
| -2% | -$7.85K | 0.14% | 113 |
|
|
2015
Q1 | $312K | Sell |
7,993
-478
| -6% | -$18.7K | 0.13% | 125 |
|
|
2014
Q4 | $329K | Buy |
8,471
+196
| +2% | +$7.61K | 0.15% | 131 |
|
|
2014
Q3 | $311K | Sell |
8,275
-100
| -1% | -$3.76K | 0.16% | 136 |
|
|
2014
Q2 | $329K | Hold |
8,375
| – | – | 0.17% | 134 |
|
|
2014
Q1 | $336K | Sell |
8,375
-2,102
| -20% | -$84.3K | 0.18% | 128 |
|
|
2013
Q4 | $391K | Sell |
10,477
-266
| -2% | -$9.93K | 0.23% | 96 |
|
|
2013
Q3 | $363K | Buy |
10,743
+107
| +1% | +$3.62K | 0.22% | 94 |
|
|
2013
Q2 | $360K | Buy |
+10,636
| New | +$360K | 0.22% | 90 |
|