Venturi Wealth Management’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 | $500K | Sell |
11,641
-5,868
| -34% | -$252K | 0.02% | 325 |
|
|
2025
Q1 | $720K | Buy |
17,509
+710
| +4% | +$29.2K | 0.04% | 258 |
|
|
2024
Q4 | $729K | Buy |
16,799
+6,570
| +64% | +$285K | 0.04% | 255 |
|
|
2024
Q3 | $437K | Buy |
10,229
+599
| +6% | +$25.6K | 0.02% | 319 |
|
|
2024
Q2 | $374K | Buy |
9,630
+488
| +5% | +$19K | 0.02% | 318 |
|
|
2024
Q1 | $356K | Buy |
9,142
+1,750
| +24% | +$68.2K | 0.02% | 297 |
|
|
2023
Q4 | $273K | Buy |
7,392
+3,572
| +94% | +$132K | 0.02% | 324 |
|
|
2023
Q3 | $109K | Sell |
3,820
-700
| -15% | -$20K | 0.01% | 393 |
|
|
2023
Q2 | $137K | Buy |
+4,520
| New | +$137K | 0.01% | 340 |
|
|
2016
Q2 | – | Sell |
-7,200
| Closed | -$240K | – | 145 |
|
|
2016
Q1 | $240K | Buy |
+7,200
| New | +$240K | 0.09% | 122 |
|