Valley Wealth Managers’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$26K | – | 415 |
|
|
2024
Q4 | $26K | Hold |
600
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $25.7K | Buy |
+600
| New | +$25.7K | ﹤0.01% | 254 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$28 | – | 378 |
|
|
2023
Q3 | $28 | Sell |
1
-109,211
| -100% | -$3.06M | ﹤0.01% | 362 |
|
|
2023
Q2 | $3.31M | Sell |
109,212
-2,718
| -2% | -$82.5K | 0.3% | 85 |
|
|
2023
Q1 | $3.82M | Buy |
111,930
+41,720
| +59% | +$1.42M | 0.35% | 79 |
|
|
2022
Q4 | $3.02M | Sell |
70,210
-7,260
| -9% | -$312K | 0.28% | 85 |
|
|
2022
Q3 | $3.37M | Buy |
77,470
+1,394
| +2% | +$60.7K | 0.34% | 82 |
|
|
2022
Q2 | $3.61M | Buy |
76,076
+5,242
| +7% | +$249K | 0.34% | 78 |
|
|
2022
Q1 | $4.02M | Buy |
70,834
+4,480
| +7% | +$254K | 0.34% | 76 |
|
|
2021
Q4 | $3.89M | Sell |
66,354
-601
| -0.9% | -$35.2K | 0.31% | 73 |
|
|
2021
Q3 | $3.93M | Buy |
66,955
+400
| +0.6% | +$23.5K | 0.34% | 66 |
|
|
2021
Q2 | $3.69M | Buy |
66,555
+6,411
| +11% | +$356K | 0.31% | 76 |
|
|
2021
Q1 | $3.51M | Buy |
60,144
+262
| +0.4% | +$15.3K | 0.32% | 68 |
|
|
2020
Q4 | $2.87M | Buy |
59,882
+620
| +1% | +$29.7K | 0.28% | 71 |
|
|
2020
Q3 | $2.26M | Sell |
59,262
-1,377
| -2% | -$52.4K | 0.25% | 83 |
|
|
2020
Q2 | $2.28M | Buy |
60,639
+326
| +0.5% | +$12.2K | 0.26% | 82 |
|
|
2020
Q1 | $1.86M | Buy |
60,313
+12,851
| +27% | +$396K | 0.24% | 81 |
|
|
2019
Q4 | $2.67M | Buy |
47,462
+3,400
| +8% | +$191K | 0.27% | 72 |
|
|
2019
Q3 | $2.35M | Sell |
44,062
-71
| -0.2% | -$3.79K | 0.25% | 71 |
|
|
2019
Q2 | $2.17M | Buy |
44,133
+5,630
| +15% | +$277K | 0.23% | 76 |
|
|
2019
Q1 | $1.79M | Buy |
38,503
+8,781
| +30% | +$408K | 0.2% | 86 |
|
|
2018
Q4 | $1.29M | Sell |
29,722
-368
| -1% | -$15.9K | 0.17% | 86 |
|
|
2018
Q3 | $1.46M | Buy |
30,090
+30
| +0.1% | +$1.46K | 0.17% | 83 |
|
|
2018
Q2 | $1.52M | Sell |
30,060
-1,414
| -4% | -$71.3K | 0.19% | 81 |
|
|
2018
Q1 | $1.64M | Buy |
31,474
+105
| +0.3% | +$5.47K | 0.2% | 75 |
|
|
2017
Q4 | $1.56M | Sell |
31,369
-250
| -0.8% | -$12.4K | 0.19% | 77 |
|
|
2017
Q3 | $1.48M | Sell |
31,619
-816
| -3% | -$38.3K | 0.19% | 80 |
|
|
2017
Q2 | $1.47M | Sell |
32,435
-1,972
| -6% | -$89.6K | 0.2% | 77 |
|
|
2017
Q1 | $1.54M | Buy |
+34,407
| New | +$1.54M | 0.2% | 77 |
|