Great Valley Advisor Group’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 | $224K | Sell |
5,204
-428
| -8% | -$18.4K | 0.01% | 837 |
|
|
2025
Q1 | $232K | Sell |
5,632
-77
| -1% | -$3.17K | 0.01% | 798 |
|
|
2024
Q4 | $248K | Sell |
5,709
-520
| -8% | -$22.6K | 0.01% | 748 |
|
|
2024
Q3 | $267K | Sell |
6,229
-63
| -1% | -$2.7K | 0.01% | 720 |
|
|
2024
Q2 | $245K | Buy |
+6,292
| New | +$245K | 0.01% | 695 |
|
|
2023
Q2 | – | Sell |
-8,226
| Closed | -$280K | – | 742 |
|
|
2023
Q1 | $280K | Buy |
8,226
+1,356
| +20% | +$46.2K | 0.01% | 560 |
|
|
2022
Q4 | $296K | Buy |
6,870
+666
| +11% | +$28.7K | 0.02% | 549 |
|
|
2022
Q3 | $270K | Buy |
6,204
+40
| +0.6% | +$1.74K | 0.02% | 556 |
|
|
2022
Q2 | $293K | Buy |
+6,164
| New | +$293K | 0.02% | 551 |
|