TIA
Tandem Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,998
| Closed | -$782K | – | 71 |
|
|
2025
Q1 | $782K | Sell |
18,998
-6,010
| -24% | -$247K | 0.03% | 49 |
|
|
2024
Q4 | $1.09M | Sell |
25,008
-9,299
| -27% | -$403K | 0.04% | 45 |
|
|
2024
Q3 | $1.47M | Buy |
34,307
+22,973
| +203% | +$982K | 0.06% | 45 |
|
|
2024
Q2 | $440K | Sell |
11,334
-820
| -7% | -$31.8K | 0.02% | 59 |
|
|
2024
Q1 | $474K | Buy |
12,154
+231
| +2% | +$9.01K | 0.02% | 58 |
|
|
2023
Q4 | $440K | Sell |
11,923
-2,948
| -20% | -$109K | 0.02% | 63 |
|
|
2023
Q3 | $425K | Buy |
14,871
+1,078
| +8% | +$30.8K | 0.02% | 64 |
|
|
2023
Q2 | $419K | Sell |
13,793
-12,442
| -47% | -$378K | 0.02% | 61 |
|
|
2023
Q1 | $895K | Sell |
26,235
-6,041
| -19% | -$206K | 0.04% | 55 |
|
|
2022
Q4 | $1.39M | Sell |
32,276
-1,028
| -3% | -$44.2K | 0.07% | 52 |
|
|
2022
Q3 | $1.45M | Buy |
33,304
+3,839
| +13% | +$167K | 0.08% | 53 |
|
|
2022
Q2 | $1.4M | Sell |
29,465
-680
| -2% | -$32.3K | 0.08% | 49 |
|
|
2022
Q1 | $1.71M | Sell |
30,145
-782
| -3% | -$44.3K | 0.1% | 44 |
|
|
2021
Q4 | $1.81M | Sell |
30,927
-2,437
| -7% | -$143K | 0.12% | 43 |
|
|
2021
Q3 | $1.96M | Buy |
33,364
+1,695
| +5% | +$99.4K | 0.16% | 38 |
|
|
2021
Q2 | $1.76M | Buy |
31,669
+2,169
| +7% | +$120K | 0.15% | 39 |
|
|
2021
Q1 | $1.72M | Buy |
29,500
+5,940
| +25% | +$346K | 0.17% | 38 |
|
|
2020
Q4 | $1.13M | Buy |
23,560
+13,635
| +137% | +$653K | 0.12% | 44 |
|
|
2020
Q3 | $378K | Sell |
9,925
-1,060
| -10% | -$40.4K | 0.05% | 50 |
|
|
2020
Q2 | $412K | Buy |
10,985
+1,278
| +13% | +$47.9K | 0.06% | 49 |
|
|
2020
Q1 | $299K | Sell |
9,707
-5,400
| -36% | -$166K | 0.04% | 55 |
|
|
2019
Q4 | $851K | Buy |
15,107
+7,500
| +99% | +$422K | 0.14% | 43 |
|
|
2019
Q3 | $406K | Sell |
7,607
-2,379
| -24% | -$127K | 0.07% | 46 |
|
|
2019
Q2 | $491K | Buy |
9,986
+430
| +4% | +$21.1K | 0.09% | 46 |
|
|
2019
Q1 | $445K | Buy |
9,556
+917
| +11% | +$42.7K | 0.1% | 48 |
|
|
2018
Q4 | $374K | Buy |
8,639
+949
| +12% | +$41.1K | 0.1% | 52 |
|
|
2018
Q3 | $373K | Buy |
7,690
+799
| +12% | +$38.8K | 0.1% | 47 |
|
|
2018
Q2 | $348K | Buy |
6,891
+1,379
| +25% | +$69.6K | 0.11% | 46 |
|
|
2018
Q1 | $287K | Sell |
5,512
-2,052
| -27% | -$107K | 0.09% | 48 |
|
|
2017
Q4 | $376K | Sell |
7,564
-400
| -5% | -$19.9K | 0.13% | 50 |
|
|
2017
Q3 | $374K | Buy |
7,964
+569
| +8% | +$26.7K | 0.14% | 46 |
|
|
2017
Q2 | $336K | Sell |
7,395
-30
| -0.4% | -$1.36K | 0.13% | 52 |
|
|
2017
Q1 | $332K | Sell |
7,425
-3,586
| -33% | -$160K | 0.15% | 47 |
|
|
2016
Q4 | $518K | Buy |
+11,011
| New | +$518K | 0.25% | 48 |
|