TAM
Todd Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Hold |
18,986
| – | – | 0.02% | 146 |
|
|
2025
Q1 | $781K | Buy |
18,986
+59
| +0.3% | +$2.43K | 0.02% | 147 |
|
|
2024
Q4 | $821K | Hold |
18,927
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $810K | Hold |
18,927
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $735K | Buy |
18,927
+67
| +0.4% | +$2.6K | 0.02% | 182 |
|
|
2024
Q1 | $735K | Buy |
+18,860
| New | +$735K | 0.02% | 187 |
|
|
2020
Q3 | – | Sell |
-12,766
| Closed | -$479K | – | 219 |
|
|
2020
Q2 | $479K | Buy |
+12,766
| New | +$479K | 0.02% | 186 |
|
|
2020
Q1 | – | Sell |
-533,146
| Closed | -$30M | – | 225 |
|
|
2019
Q4 | $30M | Buy |
+533,146
| New | +$30M | 0.74% | 47 |
|
|
2019
Q2 | – | Sell |
-176,777
| Closed | -$8.23M | – | 238 |
|
|
2019
Q1 | $8.23M | Sell |
176,777
-451,568
| -72% | -$21M | 0.23% | 144 |
|
|
2018
Q4 | $27.2M | Buy |
628,345
+33,700
| +6% | +$1.46M | 0.87% | 34 |
|
|
2018
Q3 | $28.9M | Buy |
+594,645
| New | +$28.9M | 0.79% | 37 |
|