Great Valley Advisor Group’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
$224K Sell
2025
Q1
$232K Sell
2024
Q4
$248K Sell
2024
Q3
$267K Sell
2024
Q2
$245K Buy
2023
Q2
Sell
2023
Q1
$280K Buy
2022
Q4
$296K Buy
2022
Q3
$270K Buy
2022
Q2
$293K Buy