TAM
Trust Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Hold |
15,324
| – | – | 0.05% | 123 |
|
|
2025
Q1 | $631K | Sell |
15,324
-463
| -3% | -$19.1K | 0.05% | 122 |
|
|
2024
Q4 | $685K | Hold |
15,787
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $675K | Hold |
15,787
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $613K | Hold |
15,787
| – | – | 0.05% | 117 |
|
|
2024
Q1 | $615K | Hold |
15,787
| – | – | 0.05% | 118 |
|
|
2023
Q4 | $583K | Hold |
15,787
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $452K | Hold |
15,787
| – | – | 0.05% | 124 |
|
|
2023
Q2 | $479K | Hold |
15,787
| – | – | 0.05% | 121 |
|
|
2023
Q1 | $538K | Buy |
15,787
+734
| +5% | +$25K | 0.06% | 109 |
|
|
2022
Q4 | $648K | Hold |
15,053
| – | – | 0.08% | 95 |
|
|
2022
Q3 | $655K | Buy |
15,053
+1,030
| +7% | +$44.8K | 0.09% | 88 |
|
|
2022
Q2 | $665K | Buy |
14,023
+656
| +5% | +$31.1K | 0.09% | 85 |
|
|
2022
Q1 | $758K | Buy |
13,367
+341
| +3% | +$19.3K | 0.09% | 84 |
|
|
2021
Q4 | $763K | Hold |
13,026
| – | – | 0.09% | 89 |
|
|
2021
Q3 | $764K | Buy |
13,026
+872
| +7% | +$51.1K | 0.11% | 84 |
|
|
2021
Q2 | $675K | Buy |
12,154
+1,390
| +13% | +$77.2K | 0.09% | 88 |
|
|
2021
Q1 | $628K | Buy |
10,764
+1,931
| +22% | +$113K | 0.08% | 87 |
|
|
2020
Q4 | $423K | Buy |
8,833
+2,004
| +29% | +$96K | 0.06% | 96 |
|
|
2020
Q3 | $260K | Buy |
+6,829
| New | +$260K | 0.05% | 102 |
|