UBG
United Bank (Georgia)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
69,548
-20,600
| -23% | -$886K | 1.14% | 26 |
|
|
2025
Q1 | $3.71M | Buy |
90,148
+14,366
| +19% | +$591K | 1.53% | 19 |
|
|
2024
Q4 | $3.29M | Buy |
75,782
+2,842
| +4% | +$123K | 1.39% | 22 |
|
|
2024
Q3 | $3.12M | Sell |
72,940
-884
| -1% | -$37.8K | 1.44% | 23 |
|
|
2024
Q2 | $2.87M | Buy |
73,824
+1,901
| +3% | +$73.9K | 1.43% | 22 |
|
|
2024
Q1 | $2.8M | Buy |
71,923
+1,471
| +2% | +$57.3K | 1.43% | 24 |
|
|
2023
Q4 | $2.6M | Sell |
70,452
-1,509
| -2% | -$55.7K | 1.43% | 25 |
|
|
2023
Q3 | $2.06M | Buy |
71,961
+713
| +1% | +$20.4K | 1.23% | 27 |
|
|
2023
Q2 | $2.16M | Sell |
71,248
-374
| -0.5% | -$11.4K | 1.23% | 26 |
|
|
2023
Q1 | $2.44M | Buy |
71,622
+716
| +1% | +$24.4K | 1.43% | 24 |
|
|
2022
Q4 | $3.05M | Buy |
70,906
+2,717
| +4% | +$117K | 1.87% | 18 |
|
|
2022
Q3 | $2.97M | Sell |
68,189
-6,644
| -9% | -$289K | 1.98% | 16 |
|
|
2022
Q2 | $3.55M | Buy |
74,833
+376
| +0.5% | +$17.8K | 2.2% | 11 |
|
|
2022
Q1 | $4.22M | Buy |
74,457
+2,938
| +4% | +$167K | 2.24% | 10 |
|
|
2021
Q4 | $4.19M | Buy |
71,519
+536
| +0.8% | +$31.4K | 2.25% | 12 |
|
|
2021
Q3 | $4.16M | Sell |
70,983
-1,211
| -2% | -$71K | 2.64% | 10 |
|
|
2021
Q2 | $4.01M | Sell |
72,194
-2,928
| -4% | -$163K | 2.7% | 10 |
|
|
2021
Q1 | $4.38M | Sell |
75,122
-37,245
| -33% | -$2.17M | 3.07% | 6 |
|
|
2020
Q4 | $5.39M | Buy |
112,367
+25,341
| +29% | +$1.21M | 3.85% | 3 |
|
|
2020
Q3 | $3.31M | Buy |
87,026
+9,263
| +12% | +$352K | 2.76% | 9 |
|
|
2020
Q2 | $2.92M | Buy |
77,763
+69,975
| +898% | +$2.63M | 2.75% | 8 |
|
|
2020
Q1 | $240K | Hold |
7,788
| – | – | 0.25% | 68 |
|
|
2019
Q4 | $439K | Buy |
+7,788
| New | +$439K | 0.3% | 66 |
|