VNA
Valley National Advisers’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
8,633
-925
| -10% | -$39.8K | 0.06% | 185 |
|
|
2025
Q1 | $393K | Sell |
9,558
-163
| -2% | -$6.7K | 0.07% | 177 |
|
|
2024
Q4 | $421K | Buy |
9,721
+604
| +7% | +$26.2K | 0.08% | 174 |
|
|
2024
Q3 | $389K | Sell |
9,117
-791
| -8% | -$33.8K | 0.07% | 183 |
|
|
2024
Q2 | $384K | Sell |
9,908
-469
| -5% | -$18.2K | 0.06% | 179 |
|
|
2024
Q1 | $404K | Buy |
10,377
+50
| +0.5% | +$1.95K | 0.06% | 179 |
|
|
2023
Q4 | $381K | Sell |
10,327
-39,811
| -79% | -$1.47M | 0.06% | 182 |
|
|
2023
Q3 | $1.44M | Sell |
50,138
-955
| -2% | -$27.3K | 0.25% | 81 |
|
|
2023
Q2 | $1.55M | Sell |
51,093
-3,954
| -7% | -$120K | 0.26% | 80 |
|
|
2023
Q1 | $1.75M | Buy |
55,047
+136
| +0.2% | +$4.33K | 0.31% | 71 |
|
|
2022
Q4 | $2.55M | Sell |
54,911
-2,394
| -4% | -$111K | 0.46% | 55 |
|
|
2022
Q3 | $2.49M | Sell |
57,305
-1,973
| -3% | -$85.6K | 0.52% | 52 |
|
|
2022
Q2 | $2.85M | Sell |
59,278
-145
| -0.2% | -$6.96K | 0.6% | 39 |
|
|
2022
Q1 | $3.37M | Sell |
59,423
-10
| -0% | -$567 | 0.65% | 34 |
|
|
2021
Q4 | $3.48M | Buy |
59,433
+3,383
| +6% | +$198K | 0.64% | 30 |
|
|
2021
Q3 | $3.29M | Buy |
56,050
+5,229
| +10% | +$307K | 0.59% | 30 |
|
|
2021
Q2 | $2.82M | Buy |
50,821
+7,207
| +17% | +$400K | 0.52% | 38 |
|
|
2021
Q1 | $2.54M | Buy |
43,614
+1,720
| +4% | +$100K | 0.5% | 37 |
|
|
2020
Q4 | $2.01M | Sell |
41,894
-1,927
| -4% | -$92.4K | 0.42% | 45 |
|
|
2020
Q3 | $1.67M | Sell |
43,821
-5,446
| -11% | -$207K | 0.38% | 46 |
|
|
2020
Q2 | $1.85M | Sell |
49,267
-12,742
| -21% | -$478K | 0.43% | 42 |
|
|
2020
Q1 | $1.91M | Sell |
62,009
-2,915
| -4% | -$89.9K | 0.53% | 41 |
|
|
2019
Q4 | $3.66M | Buy |
64,924
+373
| +0.6% | +$21K | 0.91% | 21 |
|
|
2019
Q3 | $3.45M | Buy |
64,551
+3,771
| +6% | +$201K | 0.94% | 22 |
|
|
2019
Q2 | $2.99M | Buy |
60,780
+1,097
| +2% | +$53.9K | 0.82% | 32 |
|
|
2019
Q1 | $2.78M | Sell |
59,683
-1,819
| -3% | -$84.6K | 0.8% | 33 |
|
|
2018
Q4 | $2.66M | Sell |
61,502
-394
| -0.6% | -$17.1K | 0.86% | 34 |
|
|
2018
Q3 | $3M | Buy |
61,896
+433
| +0.7% | +$21K | 1.04% | 31 |
|
|
2018
Q2 | $3.1M | Sell |
61,463
-594
| -1% | -$30K | 1.18% | 25 |
|
|
2018
Q1 | $3.23M | Sell |
62,057
-557
| -0.9% | -$29K | 1.2% | 19 |
|
|
2017
Q4 | $3.11M | Sell |
62,614
-1,796
| -3% | -$89.3K | 1.08% | 20 |
|
|
2017
Q3 | $3.02M | Sell |
64,410
-5,746
| -8% | -$270K | 1.03% | 16 |
|
|
2017
Q2 | $3.19M | Sell |
70,156
-6,134
| -8% | -$279K | 1.14% | 14 |
|
|
2017
Q1 | $3.41M | Sell |
76,290
-30,021
| -28% | -$1.34M | 1.3% | 15 |
|
|
2016
Q4 | $5M | Buy |
106,311
+134
| +0.1% | +$6.3K | 2.3% | 8 |
|
|
2016
Q3 | $4.01M | Buy |
106,177
+82,336
| +345% | +$3.11M | 2.07% | 11 |
|
|
2016
Q2 | $849K | Buy |
23,841
+20,230
| +560% | +$720K | 0.44% | 67 |
|
|
2016
Q1 | $120K | Buy |
+3,611
| New | +$120K | 0.06% | 164 |
|