Valmark Advisers’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 | $480K | Sell |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $459K | Buy |
|
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|
2024
Q3 | $452K | Buy |
|
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|
2024
Q2 | $385K | Buy |
|
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|
2024
Q1 | $380K | Sell |
|
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|
2023
Q4 | $479K | Buy |
|
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $351K | Sell |
|
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|
2023
Q1 | $397K | Buy |
|
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $325K | Buy |
|