Venture Visionary Partners’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 | $4.33M | Buy |
100,632
+29,299
| +41% | +$1.26M | 0.16% | 133 |
|
2025
Q1 | $2.94M | Buy |
71,333
+5,637
| +9% | +$232K | 0.12% | 153 |
|
2024
Q4 | $2.85M | Buy |
65,696
+6,693
| +11% | +$290K | 0.12% | 158 |
|
2024
Q3 | $2.52M | Sell |
59,003
-3,152
| -5% | -$135K | 0.11% | 163 |
|
2024
Q2 | $2.41M | Buy |
62,155
+1,566
| +3% | +$60.8K | 0.11% | 169 |
|
2024
Q1 | $2.36M | Buy |
60,589
+3,767
| +7% | +$147K | 0.11% | 171 |
|
2023
Q4 | $2.1M | Sell |
56,822
-3,679
| -6% | -$136K | 0.11% | 168 |
|
2023
Q3 | $1.73M | Sell |
60,501
-100,351
| -62% | -$2.87M | 0.1% | 182 |
|
2023
Q2 | $4.88M | Buy |
160,852
+79,802
| +98% | +$2.42M | 0.29% | 91 |
|
2023
Q1 | $2.76M | Buy |
81,050
+12,587
| +18% | +$429K | 0.18% | 126 |
|
2022
Q4 | $2.95M | Buy |
68,463
+3,387
| +5% | +$146K | 0.21% | 110 |
|
2022
Q3 | $2.83M | Buy |
65,076
+22,051
| +51% | +$960K | 0.23% | 103 |
|
2022
Q2 | $2.04M | Buy |
43,025
+2,677
| +7% | +$127K | 0.16% | 121 |
|
2022
Q1 | $2.29M | Buy |
40,348
+4,141
| +11% | +$235K | 0.15% | 124 |
|
2021
Q4 | $2.17M | Buy |
36,207
+1,895
| +6% | +$113K | 0.14% | 132 |
|
2021
Q3 | $2.02M | Buy |
34,312
+5,672
| +20% | +$334K | 0.14% | 133 |
|
2021
Q2 | $1.6M | Buy |
28,640
+5,448
| +23% | +$303K | 0.13% | 151 |
|
2021
Q1 | $1.35M | Buy |
23,192
+6,199
| +36% | +$361K | 0.11% | 161 |
|
2020
Q4 | $814K | Buy |
16,993
+10,580
| +165% | +$507K | 0.09% | 181 |
|
2020
Q3 | $244K | Sell |
6,413
-1,569
| -20% | -$59.7K | 0.06% | 165 |
|
2020
Q2 | $299K | Sell |
7,982
-307
| -4% | -$11.5K | 0.09% | 133 |
|
2020
Q1 | $255K | Sell |
8,289
-29
| -0.3% | -$892 | 0.1% | 127 |
|
2019
Q4 | $468K | Buy |
+8,318
| New | +$468K | 0.14% | 98 |
|