TIM
Thompson Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Hold |
12,276
| – | – | 0.07% | 126 |
|
|
2025
Q1 | $505K | Sell |
12,276
-2,400
| -16% | -$98.8K | 0.08% | 122 |
|
|
2024
Q4 | $637K | Sell |
14,676
-500
| -3% | -$21.7K | 0.09% | 120 |
|
|
2024
Q3 | $649K | Sell |
15,176
-261
| -2% | -$11.2K | 0.09% | 113 |
|
|
2024
Q2 | $600K | Sell |
15,437
-39
| -0.3% | -$1.52K | 0.09% | 112 |
|
|
2024
Q1 | $603K | Hold |
15,476
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $571K | Sell |
15,476
-2,493
| -14% | -$92K | 0.09% | 124 |
|
|
2023
Q3 | $514K | Buy |
17,969
+595
| +3% | +$17K | 0.09% | 125 |
|
|
2023
Q2 | $527K | Buy |
17,374
+945
| +6% | +$28.7K | 0.09% | 132 |
|
|
2023
Q1 | $560K | Buy |
16,429
+4,000
| +32% | +$136K | 0.09% | 128 |
|
|
2022
Q4 | $535K | Buy |
12,429
+1,500
| +14% | +$64.6K | 0.1% | 128 |
|
|
2022
Q3 | $476K | Hold |
10,929
| – | – | 0.09% | 134 |
|
|
2022
Q2 | $518K | Hold |
10,929
| – | – | 0.09% | 134 |
|
|
2022
Q1 | $620K | Sell |
10,929
-15,432
| -59% | -$875K | 0.09% | 130 |
|
|
2021
Q4 | $1.54M | Hold |
26,361
| – | – | 0.22% | 99 |
|
|
2021
Q3 | $1.55M | Buy |
26,361
+93
| +0.4% | +$5.45K | 0.23% | 94 |
|
|
2021
Q2 | $1.46M | Hold |
26,268
| – | – | 0.21% | 99 |
|
|
2021
Q1 | $1.53M | Hold |
26,268
| – | – | 0.23% | 98 |
|
|
2020
Q4 | $1.26M | Hold |
26,268
| – | – | 0.21% | 97 |
|
|
2020
Q3 | $999K | Hold |
26,268
| – | – | 0.19% | 103 |
|
|
2020
Q2 | $986K | Buy |
26,268
+315
| +1% | +$11.8K | 0.19% | 103 |
|
|
2020
Q1 | $800K | Buy |
25,953
+2,650
| +11% | +$81.7K | 0.18% | 101 |
|
|
2019
Q4 | $1.31M | Buy |
+23,303
| New | +$1.31M | 0.21% | 98 |
|