Truist Financial’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
15,098
-486
| -3% | -$13.5K | ﹤0.01% | 2014 |
|
|
2025
Q1 | $404K | Sell |
15,584
-3,504
| -18% | -$90.8K | ﹤0.01% | 1970 |
|
|
2024
Q4 | $509K | Sell |
19,088
-2,898
| -13% | -$77.2K | ﹤0.01% | 1851 |
|
|
2024
Q3 | $729K | Sell |
21,986
-7,075
| -24% | -$234K | ﹤0.01% | 1671 |
|
|
2024
Q2 | $544K | Buy |
29,061
+582
| +2% | +$10.9K | ﹤0.01% | 1916 |
|
|
2024
Q1 | $606K | Buy |
+28,479
| New | +$606K | ﹤0.01% | 1855 |
|
|
2022
Q2 | – | Sell |
-14,922
| Closed | -$401K | – | 2776 |
|
|
2022
Q1 | $401K | Buy |
14,922
+5,408
| +57% | +$145K | ﹤0.01% | 2115 |
|
|
2021
Q4 | $299K | Buy |
+9,514
| New | +$299K | ﹤0.01% | 2328 |
|