Valeo Financial Advisors’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 | $944K | Buy |
21,952
+3,771
| +21% | +$162K | 0.02% | 312 |
|
|
2025
Q1 | $748K | Sell |
18,181
-97
| -0.5% | -$3.99K | 0.02% | 319 |
|
|
2024
Q4 | $793K | Sell |
18,278
-1,747
| -9% | -$75.8K | 0.02% | 314 |
|
|
2024
Q3 | $856K | Sell |
20,025
-640
| -3% | -$27.4K | 0.02% | 283 |
|
|
2024
Q2 | $803K | Sell |
20,665
-2,078
| -9% | -$80.7K | 0.03% | 281 |
|
|
2024
Q1 | $882K | Buy |
22,743
+50
| +0.2% | +$1.94K | 0.03% | 259 |
|
|
2023
Q4 | $838K | Sell |
22,693
-4,666
| -17% | -$172K | 0.03% | 255 |
|
|
2023
Q3 | $783K | Sell |
27,359
-269
| -1% | -$7.7K | 0.04% | 243 |
|
|
2023
Q2 | $839K | Buy |
27,628
+1,313
| +5% | +$39.8K | 0.04% | 228 |
|
|
2023
Q1 | $897K | Buy |
26,315
+4,466
| +20% | +$152K | 0.04% | 226 |
|
|
2022
Q4 | $940K | Buy |
21,849
+1,099
| +5% | +$47.3K | 0.05% | 193 |
|
|
2022
Q3 | $903K | Buy |
20,750
+2,505
| +14% | +$109K | 0.06% | 181 |
|
|
2022
Q2 | $865K | Sell |
18,245
-8,405
| -32% | -$398K | 0.05% | 177 |
|
|
2022
Q1 | $1.51M | Buy |
26,650
+12,900
| +94% | +$731K | 0.08% | 149 |
|
|
2021
Q4 | $805K | Buy |
13,750
+1,109
| +9% | +$64.9K | 0.04% | 217 |
|
|
2021
Q3 | $741K | Buy |
12,641
+2,448
| +24% | +$143K | 0.04% | 218 |
|
|
2021
Q2 | $566K | Buy |
10,193
+2,036
| +25% | +$113K | 0.03% | 230 |
|
|
2021
Q1 | $476K | Buy |
8,157
+166
| +2% | +$9.69K | 0.02% | 275 |
|
|
2020
Q4 | $383K | Sell |
7,991
-814
| -9% | -$39K | 0.02% | 278 |
|
|
2020
Q3 | $335K | Sell |
8,805
-2,669
| -23% | -$102K | 0.03% | 233 |
|
|
2020
Q2 | $431K | Buy |
11,474
+2,943
| +34% | +$111K | 0.04% | 199 |
|
|
2020
Q1 | $316K | Sell |
8,531
-125
| -1% | -$4.63K | 0.03% | 221 |
|
|
2019
Q4 | $485K | Buy |
8,656
+2,910
| +51% | +$163K | 0.05% | 190 |
|
|
2019
Q3 | $307K | Buy |
5,746
+2,495
| +77% | +$133K | 0.03% | 223 |
|
|
2019
Q2 | $160K | Sell |
3,251
-1,718
| -35% | -$84.6K | 0.02% | 332 |
|
|
2019
Q1 | $231K | Buy |
4,969
+1,559
| +46% | +$72.5K | 0.03% | 251 |
|
|
2018
Q4 | $148K | Buy |
3,410
+82
| +2% | +$3.56K | 0.02% | 306 |
|
|
2018
Q3 | $162K | Sell |
3,328
-239
| -7% | -$11.6K | 0.02% | 307 |
|
|
2018
Q2 | $180K | Buy |
3,567
+161
| +5% | +$8.12K | 0.03% | 296 |
|
|
2018
Q1 | $177K | Buy |
3,406
+92
| +3% | +$4.78K | 0.03% | 267 |
|
|
2017
Q4 | $165K | Buy |
3,314
+1,613
| +95% | +$80.3K | 0.03% | 265 |
|
|
2017
Q3 | $80K | Buy |
+1,701
| New | +$80K | 0.02% | 325 |
|