Concord Asset Management (Virginia)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $453K | Sell |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $270K | Buy |
|