Truist Financial’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
12,317
-1,104
| -8% | -$39K | ﹤0.01% | 1996 |
|
|
2025
Q1 | $470K | Sell |
13,421
-7,945
| -37% | -$278K | ﹤0.01% | 1893 |
|
|
2024
Q4 | $1.14M | Sell |
21,366
-4,189
| -16% | -$223K | ﹤0.01% | 1483 |
|
|
2024
Q3 | $984K | Sell |
25,555
-31,448
| -55% | -$1.21M | ﹤0.01% | 1524 |
|
|
2024
Q2 | $2.05M | Sell |
57,003
-4,415
| -7% | -$159K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $1.95M | Sell |
61,418
-10,091
| -14% | -$320K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $1.93M | Sell |
71,509
-53,277
| -43% | -$1.44M | ﹤0.01% | 1272 |
|
|
2023
Q3 | $2.88M | Buy |
124,786
+10,367
| +9% | +$239K | ﹤0.01% | 1058 |
|
|
2023
Q2 | $2.23M | Buy |
114,419
+32,058
| +39% | +$625K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $1.7M | Sell |
82,361
-6,663
| -7% | -$138K | ﹤0.01% | 1294 |
|
|
2022
Q4 | $1.29M | Sell |
89,024
-1,772
| -2% | -$25.7K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $1.24M | Buy |
90,796
+955
| +1% | +$13.1K | ﹤0.01% | 1398 |
|
|
2022
Q2 | $1.02M | Sell |
89,841
-3,683
| -4% | -$41.7K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $1.44M | Buy |
93,524
+17,621
| +23% | +$270K | ﹤0.01% | 1442 |
|
|
2021
Q4 | $1.21M | Sell |
75,903
-6,012
| -7% | -$95.4K | ﹤0.01% | 1522 |
|
|
2021
Q3 | $1.57M | Buy |
81,915
+9,906
| +14% | +$190K | ﹤0.01% | 1382 |
|
|
2021
Q2 | $1.58M | Buy |
72,009
+2,913
| +4% | +$63.9K | ﹤0.01% | 1407 |
|
|
2021
Q1 | $1.52M | Buy |
69,096
+37,920
| +122% | +$834K | ﹤0.01% | 1364 |
|
|
2020
Q4 | $1.09M | Buy |
31,176
+14,707
| +89% | +$512K | ﹤0.01% | 1424 |
|
|
2020
Q3 | $379K | Buy |
+16,469
| New | +$379K | ﹤0.01% | 1849 |
|