United Bank (Virginia)’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	$1.16M	Hold	27,000	–	–	0.14%	70
2025 Q1	$1.11M	Hold	27,000	–	–	0.14%	72
2024 Q4	$1.17M	Hold	27,000	–	–	0.14%	64
2024 Q3	$1.15M	Buy	27,000 +623	+2%	+$26.6K	0.13%	66
2024 Q2	$1.02M	Hold	26,377	–	–	0.13%	70
2024 Q1	$1.03M	Hold	26,377	–	–	0.12%	66
2023 Q4	$974K	Hold	26,377	–	–	0.12%	65
2023 Q3	$755K	Sell	26,377 -1,550	-6%	-$44.3K	0.1%	79
2023 Q2	$848K	Sell	27,927 -757	-3%	-$23K	0.1%	72
2023 Q1	$978K	Hold	28,684	–	–	0.13%	69
2022 Q4	$1.23M	Sell	28,684 -1,280	-4%	-$55.1K	0.17%	60
2022 Q3	$1.3M	Sell	29,964 -37,778	-56%	-$1.64M	0.2%	57
2022 Q2	$3.21M	Hold	67,742	–	–	0.48%	38
2022 Q1	$3.84M	Hold	67,742	–	–	0.51%	37
2021 Q4	$3.97M	Buy	67,742 +21,125	+45%	+$1.24M	0.49%	37
2021 Q3	$2.73M	Hold	46,617	–	–	0.37%	43
2021 Q2	$2.59M	Hold	46,617	–	–	0.35%	43
2021 Q1	$2.72M	Sell	46,617 -222	-0.5%	-$12.9K	0.37%	44
2020 Q4	$2.25M	Sell	46,839 -100	-0.2%	-$4.79K	0.34%	48
2020 Q3	$1.79M	Buy	46,939 +197	+0.4%	+$7.49K	0.31%	46
2020 Q2	$1.76M	Sell	46,742 -4,191	-8%	-$157K	0.32%	48
2020 Q1	$1.57M	Sell	50,933 -4,132	-8%	-$127K	0.34%	48
2019 Q4	$3.1M	Sell	55,065 -336	-0.6%	-$18.9K	0.54%	38
2019 Q3	$2.96M	Sell	55,401 -15,011	-21%	-$801K	0.54%	38
2019 Q2	$3.46M	Sell	70,412 -505	-0.7%	-$24.8K	0.58%	38
2019 Q1	$3.3M	Hold	70,917	–	–	0.59%	35
2018 Q4	$3.07M	Hold	70,917	–	–	0.64%	33
2018 Q3	$3.44M	Hold	70,917	–	–	0.72%	32
2018 Q2	$3.58M	Sell	70,917 -327	-0.5%	-$16.5K	0.83%	32
2018 Q1	$3.71M	Sell	71,244 -1,800	-2%	-$93.7K	0.86%	31
2017 Q4	$3.63M	Buy	+73,044	New	+$3.63M	0.89%	31