PCM
Princeton Capital Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
42,529
+7,282
| +21% | +$313K | 0.54% | 32 |
|
|
2025
Q1 | $1.45M | Buy |
+35,247
| New | +$1.45M | 0.51% | 37 |
|
|
2024
Q1 | – | Sell |
-6,299
| Closed | -$233K | – | 111 |
|
|
2023
Q4 | $233K | Buy |
+6,299
| New | +$233K | 0.09% | 84 |
|
|
2018
Q3 | – | Sell |
-231
| Closed | -$12K | – | 290 |
|
|
2018
Q2 | $12K | Buy |
231
+63
| +38% | +$3.27K | 0.01% | 243 |
|
|
2018
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 247 |
|