CAMV
Concord Asset Management (Virginia)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
69,847
+59,398
| +568% | +$2.55M | 0.45% | 50 |
|
|
2025
Q1 | $388K | Hold |
10,449
| – | – | 0.09% | 116 |
|
|
2024
Q4 | $453K | Sell |
10,449
-55,237
| -84% | -$2.4M | 0.1% | 108 |
|
|
2024
Q3 | $2.81M | Buy |
65,686
+55,149
| +523% | +$2.36M | 0.63% | 44 |
|
|
2024
Q2 | $409K | Sell |
10,537
-685
| -6% | -$26.6K | 0.1% | 111 |
|
|
2024
Q1 | $437K | Sell |
11,222
-846
| -7% | -$33K | 0.12% | 112 |
|
|
2023
Q4 | $446K | Buy |
+12,068
| New | +$446K | 0.13% | 103 |
|
|
2023
Q3 | – | Sell |
-20,233
| Closed | -$614K | – | 138 |
|
|
2023
Q2 | $614K | Buy |
20,233
+4,531
| +29% | +$138K | 0.22% | 60 |
|
|
2023
Q1 | $535K | Buy |
15,702
+10,294
| +190% | +$351K | 0.22% | 53 |
|
|
2022
Q4 | $233K | Buy |
+5,408
| New | +$233K | 0.16% | 53 |
|
|
2022
Q3 | – | Sell |
-4,583
| Closed | -$217K | – | 44 |
|
|
2022
Q2 | $217K | Buy |
4,583
+423
| +10% | +$20.1K | 0.16% | 45 |
|
|
2022
Q1 | $236K | Sell |
4,160
-448
| -10% | -$25.4K | 0.16% | 44 |
|
|
2021
Q4 | $270K | Buy |
+4,608
| New | +$270K | 0.18% | 40 |
|