VCA
Verdence Capital Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
101,380
+9,046
| +10% | +$389K | 0.3% | 83 |
|
|
2025
Q1 | $3.8M | Buy |
92,334
+5,187
| +6% | +$213K | 0.29% | 88 |
|
|
2024
Q4 | $3.78M | Sell |
87,147
-1,107
| -1% | -$48K | 0.3% | 82 |
|
|
2024
Q3 | $3.77M | Sell |
88,254
-14,556
| -14% | -$623K | 0.3% | 81 |
|
|
2024
Q2 | $3.99M | Sell |
102,810
-6,466
| -6% | -$251K | 0.36% | 67 |
|
|
2024
Q1 | $4.26M | Buy |
109,276
+20,524
| +23% | +$800K | 0.39% | 61 |
|
|
2023
Q4 | $3.28M | Buy |
88,752
+15,646
| +21% | +$578K | 0.32% | 81 |
|
|
2023
Q3 | $2.09M | Buy |
73,106
+11,310
| +18% | +$324K | 0.23% | 117 |
|
|
2023
Q2 | $1.88M | Buy |
61,796
+1,718
| +3% | +$52.1K | 0.22% | 118 |
|
|
2023
Q1 | $2.05M | Buy |
60,078
+3,585
| +6% | +$122K | 0.25% | 107 |
|
|
2022
Q4 | $2.43M | Sell |
56,493
-12,131
| -18% | -$522K | 0.3% | 82 |
|
|
2022
Q3 | $2.99M | Buy |
68,624
+770
| +1% | +$33.5K | 0.41% | 68 |
|
|
2022
Q2 | $3.22M | Buy |
67,854
+3,597
| +6% | +$171K | 0.42% | 59 |
|
|
2022
Q1 | $3.64M | Sell |
64,257
-3,921
| -6% | -$222K | 0.41% | 61 |
|
|
2021
Q4 | $3.99M | Buy |
68,178
+483
| +0.7% | +$28.3K | 0.47% | 53 |
|
|
2021
Q3 | $3.97M | Buy |
67,695
+4,426
| +7% | +$260K | 0.52% | 46 |
|
|
2021
Q2 | $3.51M | Sell |
63,269
-461
| -0.7% | -$25.6K | 0.49% | 47 |
|
|
2021
Q1 | $3.72M | Buy |
63,730
+7,626
| +14% | +$445K | 0.63% | 36 |
|
|
2020
Q4 | $2.69M | Sell |
56,104
-3,515
| -6% | -$168K | 0.51% | 45 |
|
|
2020
Q3 | $2.27M | Sell |
59,619
-50,010
| -46% | -$1.9M | 0.52% | 50 |
|
|
2020
Q2 | $4.12M | Buy |
109,629
+57
| +0.1% | +$2.14K | 1.01% | 23 |
|
|
2020
Q1 | $3.38M | Buy |
109,572
+799
| +0.7% | +$24.6K | 1.01% | 21 |
|
|
2019
Q4 | $6.13M | Buy |
108,773
+56,939
| +110% | +$3.21M | 1.5% | 9 |
|
|
2019
Q3 | $2.77M | Sell |
51,834
-15,124
| -23% | -$807K | 0.78% | 35 |
|
|
2019
Q2 | $3.29M | Sell |
66,958
-61
| -0.1% | -$3K | 0.95% | 27 |
|
|
2019
Q1 | $3.12M | Buy |
67,019
+432
| +0.6% | +$20.1K | 0.84% | 34 |
|
|
2018
Q4 | $2.89M | Buy |
66,587
+1,933
| +3% | +$83.8K | 0.81% | 34 |
|
|
2018
Q3 | $3.14M | Buy |
64,654
+13,453
| +26% | +$653K | 0.78% | 36 |
|
|
2018
Q2 | $2.58M | Sell |
51,201
-2,525
| -5% | -$127K | 0.63% | 48 |
|
|
2018
Q1 | $2.8M | Buy |
53,726
+1,729
| +3% | +$90K | 0.67% | 41 |
|
|
2017
Q4 | $2.59M | Buy |
+51,997
| New | +$2.59M | 0.62% | 43 |
|