CVA Family Office’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
Q3 | $298K | Buy |
|
|||||
|
2025
Q2 | $274K | Buy |
|
|||||
|
2025
Q1 | $253K | Buy |
|
|||||
|
2024
Q4 | $259K | Buy |
|
|||||
|
2024
Q3 | $240K | Buy |
|
|||||
|
2024
Q2 | $215K | Buy |
|
|||||
|
2024
Q1 | $214K | Sell |
|
|||||
|
2023
Q4 | $219K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $210K | Buy |
|
|||||
|
2023
Q1 | $221K | Buy |
|
|||||
|
2022
Q4 | $189K | Buy |
|
|||||
|
2022
Q3 | $178K | Sell |
|
|||||
|
2022
Q2 | $279K | Sell |
|
|||||
|
2022
Q1 | $427K | Buy |
|
|||||
|
2021
Q4 | $344K | Buy |
|
|||||
|
2021
Q3 | $62K | Sell |
|
|||||
|
2021
Q2 | $267K | Buy |
|
|||||
|
2021
Q1 | $108K | Buy |
|
|||||
|
2020
Q4 | $71K | Sell |
|
|||||
|
2020
Q3 | $62K | Buy |
|
|||||
|
2020
Q2 | $54K | Sell |
|
|||||
|
2020
Q1 | $46K | Buy |
|