Valmark Advisers’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 | $453K | Buy |
10,545
+13
| +0.1% | +$559 | 0.01% | 461 |
|
|
2025
Q1 | $433K | Sell |
10,532
-53
| -0.5% | -$2.18K | 0.01% | 452 |
|
|
2024
Q4 | $459K | Buy |
10,585
+13
| +0.1% | +$564 | 0.01% | 432 |
|
|
2024
Q3 | $452K | Buy |
10,572
+670
| +7% | +$28.7K | 0.01% | 431 |
|
|
2024
Q2 | $385K | Buy |
9,902
+157
| +2% | +$6.1K | 0.01% | 430 |
|
|
2024
Q1 | $380K | Sell |
9,745
-3,220
| -25% | -$126K | 0.01% | 418 |
|
|
2023
Q4 | $479K | Buy |
12,965
+277
| +2% | +$10.2K | 0.01% | 354 |
|
|
2023
Q3 | $363K | Buy |
12,688
+1,128
| +10% | +$32.3K | 0.01% | 372 |
|
|
2023
Q2 | $351K | Sell |
11,560
-68
| -0.6% | -$2.06K | 0.01% | 379 |
|
|
2023
Q1 | $397K | Buy |
11,628
+121
| +1% | +$4.13K | 0.01% | 351 |
|
|
2022
Q4 | $495K | Buy |
11,507
+395
| +4% | +$17K | 0.01% | 310 |
|
|
2022
Q3 | $484K | Buy |
11,112
+3,727
| +50% | +$162K | 0.01% | 284 |
|
|
2022
Q2 | $350K | Sell |
7,385
-47
| -0.6% | -$2.23K | 0.01% | 331 |
|
|
2022
Q1 | $421K | Buy |
7,432
+83
| +1% | +$4.7K | 0.01% | 326 |
|
|
2021
Q4 | $430K | Buy |
7,349
+1,630
| +29% | +$95.4K | 0.01% | 299 |
|
|
2021
Q3 | $335K | Buy |
5,719
+362
| +7% | +$21.2K | 0.01% | 310 |
|
|
2021
Q2 | $297K | Sell |
5,357
-219
| -4% | -$12.1K | 0.01% | 332 |
|
|
2021
Q1 | $325K | Buy |
+5,576
| New | +$325K | 0.01% | 311 |
|