PGAM
Princeton Global Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9K | Buy |
+696
| New | +$29.9K | 0.01% | 381 |
|
|
2023
Q4 | – | Sell |
-34,993
| Closed | -$1M | – | 673 |
|
|
2023
Q3 | $1M | Sell |
34,993
-1,114
| -3% | -$31.9K | 0.28% | 80 |
|
|
2023
Q2 | $1.1M | Buy |
36,107
+1,159
| +3% | +$35.2K | 0.32% | 74 |
|
|
2023
Q1 | $1.19M | Buy |
34,948
+12,130
| +53% | +$414K | 0.34% | 73 |
|
|
2022
Q4 | $982K | Sell |
22,818
-586
| -3% | -$25.2K | 0.32% | 76 |
|
|
2022
Q3 | $1.02M | Sell |
23,404
-1,001
| -4% | -$43.6K | 0.36% | 71 |
|
|
2022
Q2 | $1.16M | Buy |
24,405
+460
| +2% | +$21.8K | 0.37% | 71 |
|
|
2022
Q1 | $1.36M | Buy |
23,945
+866
| +4% | +$49.1K | 0.38% | 75 |
|
|
2021
Q4 | $1.35M | Sell |
23,079
-415
| -2% | -$24.3K | 0.38% | 77 |
|
|
2021
Q3 | $1.38M | Buy |
23,494
+766
| +3% | +$44.9K | 0.42% | 71 |
|
|
2021
Q2 | $1.26M | Buy |
22,728
+1,090
| +5% | +$60.5K | 0.38% | 73 |
|
|
2021
Q1 | $1.26M | Sell |
21,638
-1,251
| -5% | -$73K | 0.41% | 72 |
|
|
2020
Q4 | $1.1M | Buy |
22,889
+319
| +1% | +$15.3K | 0.38% | 70 |
|
|
2020
Q3 | $859K | Sell |
22,570
-4,334
| -16% | -$165K | 0.35% | 82 |
|
|
2020
Q2 | $1.01M | Sell |
26,904
-357
| -1% | -$13.4K | 0.32% | 95 |
|
|
2020
Q1 | $841K | Buy |
27,261
+3,234
| +13% | +$99.8K | 0.37% | 84 |
|
|
2019
Q4 | $1.35K | Buy |
24,027
+23,692
| +7,072% | +$1.33K | 0.55% | 49 |
|
|
2019
Q3 | $18K | Hold |
335
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $16K | Hold |
335
| – | – | 0.01% | 300 |
|
|
2019
Q1 | $15K | Buy |
+335
| New | +$15K | 0.01% | 271 |
|