CVA Family Office’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
6,364
+207
| +3% | +$8.9K | 0.04% | 239 |
|
|
2025
Q1 | $253K | Buy |
6,157
+193
| +3% | +$7.94K | 0.04% | 246 |
|
|
2024
Q4 | $259K | Buy |
5,964
+348
| +6% | +$15.1K | 0.04% | 233 |
|
|
2024
Q3 | $240K | Buy |
5,616
+74
| +1% | +$3.17K | 0.04% | 231 |
|
|
2024
Q2 | $215K | Buy |
5,542
+44
| +0.8% | +$1.71K | 0.04% | 228 |
|
|
2024
Q1 | $214K | Sell |
5,498
-441
| -7% | -$17.2K | 0.04% | 233 |
|
|
2023
Q4 | $219K | Buy |
+5,939
| New | +$219K | 0.04% | 223 |
|
|
2023
Q3 | – | Sell |
-6,916
| Closed | -$210K | – | 866 |
|
|
2023
Q2 | $210K | Buy |
6,916
+436
| +7% | +$13.2K | 0.04% | 213 |
|
|
2023
Q1 | $221K | Buy |
6,480
+2,095
| +48% | +$71.4K | 0.05% | 209 |
|
|
2022
Q4 | $189K | Buy |
4,385
+305
| +7% | +$13.1K | 0.05% | 214 |
|
|
2022
Q3 | $178K | Sell |
4,080
-1,805
| -31% | -$78.7K | 0.05% | 182 |
|
|
2022
Q2 | $279K | Sell |
5,885
-1,650
| -22% | -$78.2K | 0.08% | 135 |
|
|
2022
Q1 | $427K | Buy |
7,535
+1,665
| +28% | +$94.4K | 0.1% | 113 |
|
|
2021
Q4 | $344K | Buy |
5,870
+4,252
| +263% | +$249K | 0.09% | 122 |
|
|
2021
Q3 | $62K | Sell |
1,618
-3,187
| -66% | -$122K | 0.04% | 159 |
|
|
2021
Q2 | $267K | Buy |
4,805
+2,956
| +160% | +$164K | 0.08% | 132 |
|
|
2021
Q1 | $108K | Buy |
1,849
+366
| +25% | +$21.4K | 0.04% | 170 |
|
|
2020
Q4 | $71K | Sell |
1,483
-135
| -8% | -$6.46K | 0.04% | 159 |
|
|
2020
Q3 | $62K | Buy |
1,618
+185
| +13% | +$7.09K | 0.04% | 159 |
|
|
2020
Q2 | $54K | Sell |
1,433
-62
| -4% | -$2.34K | 0.04% | 161 |
|
|
2020
Q1 | $46K | Buy |
+1,495
| New | +$46K | 0.05% | 150 |
|