Venturi Wealth Management’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 | $547K | Buy |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $137K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $240K | Buy |
|