Valeo Financial Advisors’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
Q3 | $844K | Sell |
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|
2025
Q2 | $944K | Buy |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $793K | Sell |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $803K | Sell |
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|
2024
Q1 | $882K | Buy |
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|
2023
Q4 | $838K | Sell |
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $897K | Buy |
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|
2022
Q4 | $940K | Buy |
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|
2022
Q3 | $903K | Buy |
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|
2022
Q2 | $865K | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $805K | Buy |
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|
2021
Q3 | $741K | Buy |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $485K | Buy |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $160K | Sell |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | $148K | Buy |
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|
2018
Q3 | $162K | Sell |
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|
2018
Q2 | $180K | Buy |
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|
2018
Q1 | $177K | Buy |
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|
2017
Q4 | $165K | Buy |
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|
2017
Q3 | $80K | Buy |
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