Vaughan David Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
11,126
-226
| -2% | -$9.71K | 0.01% | 169 |
|
|
2025
Q1 | $467K | Sell |
11,352
-600
| -5% | -$24.7K | 0.01% | 155 |
|
|
2024
Q4 | $518K | Sell |
11,952
-840
| -7% | -$36.4K | 0.01% | 152 |
|
|
2024
Q3 | $547K | Sell |
12,792
-1,418
| -10% | -$60.6K | 0.01% | 156 |
|
|
2024
Q2 | $552K | Sell |
14,210
-1,642
| -10% | -$63.8K | 0.01% | 152 |
|
|
2024
Q1 | $618K | Sell |
15,852
-2,586
| -14% | -$101K | 0.02% | 154 |
|
|
2023
Q4 | $681K | Sell |
18,438
-696,868
| -97% | -$25.7M | 0.02% | 139 |
|
|
2023
Q3 | $20.5M | Buy |
715,306
+16,079
| +2% | +$460K | 0.62% | 83 |
|
|
2023
Q2 | $21.2M | Buy |
699,227
+13,067
| +2% | +$397K | 0.62% | 82 |
|
|
2023
Q1 | $23.4M | Buy |
686,160
+9,748
| +1% | +$332K | 0.71% | 79 |
|
|
2022
Q4 | $29.1M | Buy |
676,412
+15,372
| +2% | +$661K | 0.87% | 67 |
|
|
2022
Q3 | $28.8M | Buy |
661,040
+5,516
| +0.8% | +$240K | 0.96% | 52 |
|
|
2022
Q2 | $31.1M | Buy |
655,524
+16,434
| +3% | +$779K | 0.99% | 56 |
|
|
2022
Q1 | $36.2M | Buy |
639,090
+4,634
| +0.7% | +$263K | 1.07% | 39 |
|
|
2021
Q4 | $37.1M | Buy |
634,456
+7,024
| +1% | +$411K | 1.09% | 36 |
|
|
2021
Q3 | $36.8M | Sell |
627,432
-350
| -0.1% | -$20.5K | 1.18% | 27 |
|
|
2021
Q2 | $34.8M | Buy |
627,782
+12,736
| +2% | +$707K | 1.09% | 36 |
|
|
2021
Q1 | $35.9M | Buy |
615,046
+2,290
| +0.4% | +$134K | 1.14% | 28 |
|
|
2020
Q4 | $29.4M | Buy |
612,756
+10,002
| +2% | +$479K | 1.01% | 41 |
|
|
2020
Q3 | $22.9M | Buy |
602,754
+10,376
| +2% | +$395K | 0.89% | 55 |
|
|
2020
Q2 | $22.2M | Buy |
592,378
+93,341
| +19% | +$3.5M | 0.91% | 55 |
|
|
2020
Q1 | $15.4M | Buy |
499,037
+2,488
| +0.5% | +$76.7K | 0.71% | 69 |
|
|
2019
Q4 | $28M | Sell |
496,549
-2,799
| -0.6% | -$158K | 1.02% | 40 |
|
|
2019
Q3 | $26.7M | Buy |
499,348
+3,578
| +0.7% | +$191K | 1.02% | 41 |
|
|
2019
Q2 | $24.4M | Buy |
495,770
+8,647
| +2% | +$425K | 0.97% | 48 |
|
|
2019
Q1 | $22.7M | Buy |
487,123
+4,390
| +0.9% | +$204K | 0.96% | 54 |
|
|
2018
Q4 | $20.9M | Sell |
482,733
-15,342
| -3% | -$665K | 0.97% | 47 |
|
|
2018
Q3 | $24.2M | Buy |
498,075
+1,356
| +0.3% | +$65.8K | 1.02% | 41 |
|
|
2018
Q2 | $25.1M | Sell |
496,719
-6,929
| -1% | -$350K | 1.16% | 34 |
|
|
2018
Q1 | $26.2M | Sell |
503,648
-492
| -0.1% | -$25.6K | 1.24% | 28 |
|
|
2017
Q4 | $25.1M | Buy |
504,140
+3,028
| +0.6% | +$151K | 1.16% | 36 |
|
|
2017
Q3 | $23.5M | Sell |
501,112
-2,244
| -0.4% | -$105K | 1.16% | 36 |
|
|
2017
Q2 | $22.9M | Buy |
503,356
+11,305
| +2% | +$513K | 1.15% | 37 |
|
|
2017
Q1 | $22M | Sell |
492,051
-1,076
| -0.2% | -$48.1K | 1.14% | 37 |
|
|
2016
Q4 | $23.2M | Sell |
493,127
-31,275
| -6% | -$1.47M | 1.24% | 32 |
|
|
2016
Q3 | $19.8M | Buy |
524,402
+11,920
| +2% | +$450K | 1.08% | 49 |
|
|
2016
Q2 | $18.2M | Buy |
512,482
+7,469
| +1% | +$266K | 1.01% | 58 |
|
|
2016
Q1 | $16.8M | Buy |
505,013
+8,485
| +2% | +$282K | 0.96% | 63 |
|
|
2015
Q4 | $18.8M | Buy |
496,528
+6,450
| +1% | +$244K | 1.13% | 45 |
|
|
2015
Q3 | $17.4M | Buy |
490,078
+2,800
| +0.6% | +$99.7K | 1.1% | 48 |
|
|
2015
Q2 | $19.6M | Buy |
487,278
+1,967
| +0.4% | +$79.3K | 1.16% | 40 |
|
|
2015
Q1 | $18.9M | Buy |
485,311
+9,400
| +2% | +$367K | 1.12% | 43 |
|
|
2014
Q4 | $18.5M | Buy |
475,911
+9,500
| +2% | +$369K | 1.07% | 54 |
|
|
2014
Q3 | $17.4M | Buy |
466,411
+875
| +0.2% | +$32.6K | 1.06% | 50 |
|
|
2014
Q2 | $18.4M | Buy |
465,536
+5,334
| +1% | +$210K | 1.1% | 48 |
|
|
2014
Q1 | $18.5M | Buy |
460,202
+1,000
| +0.2% | +$40.2K | 1.16% | 41 |
|
|
2013
Q4 | $17.1M | Buy |
459,202
+8,077
| +2% | +$301K | 1.1% | 46 |
|
|
2013
Q3 | $15.2M | Sell |
451,125
-20,900
| -4% | -$705K | 1.06% | 51 |
|
|
2013
Q2 | $16M | Buy |
+472,025
| New | +$16M | 1.13% | 48 |
|