PM Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19M | Hold |
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|
2023
Q2 | $20.2M | Hold |
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|
2023
Q1 | $22.7M | Hold |
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|
2022
Q4 | $28.6M | Buy |
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|
2022
Q3 | $14.9M | Buy |
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|
2022
Q2 | $15.5M | Hold |
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|
2022
Q1 | $18.5M | Sell |
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|
2021
Q4 | $20.1M | Hold |
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|
2021
Q3 | $20.2M | Hold |
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|
2021
Q2 | $19.1M | Hold |
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|
2021
Q1 | $20.1M | Hold |
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|
2020
Q4 | $16.5M | Hold |
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|
2020
Q3 | $13.1M | Hold |
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|
2020
Q2 | $12.9M | Sell |
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|
2020
Q1 | $11.6M | Sell |
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|
2019
Q4 | $22.7M | Sell |
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|
2019
Q3 | $22M | Hold |
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|
2019
Q2 | $20.2M | Hold |
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|
2019
Q1 | $19.1M | Hold |
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|
2018
Q4 | $17.8M | Hold |
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|
2018
Q3 | $20M | Buy |
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|
2018
Q2 | $15.9M | Sell |
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|
2018
Q1 | $21.2M | Buy |
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|
2017
Q4 | $20.2M | Hold |
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|
2017
Q3 | $19M | Hold |
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|
2017
Q2 | $18.5M | Buy |
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|
2017
Q1 | $16.2M | Sell |
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|
2016
Q4 | $24.6M | Sell |
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|
2016
Q3 | $20.5M | Hold |
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|
2016
Q2 | $19.4M | Hold |
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|
2016
Q1 | $18.1M | Sell |
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|
2015
Q4 | $21M | Buy |
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|
2015
Q3 | $16.7M | Hold |
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|
2015
Q2 | $18.9M | Hold |
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|
2015
Q1 | $18.3M | Buy |
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|
2014
Q4 | $9.76M | Buy |
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