Verity & Verity’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 | $11.5M | Sell |
268,192
-94,759
| -26% | -$4.07M | 0.99% | 49 |
|
2025
Q1 | $14.9M | Sell |
362,951
-62,584
| -15% | -$2.58M | 1.31% | 37 |
|
2024
Q4 | $18.5M | Buy |
425,535
+37,396
| +10% | +$1.62M | 1.68% | 21 |
|
2024
Q3 | $16.6M | Buy |
388,139
+4,534
| +1% | +$194K | 1.63% | 26 |
|
2024
Q2 | $14.9M | Buy |
383,605
+5,330
| +1% | +$207K | 1.62% | 26 |
|
2024
Q1 | $14.7M | Sell |
378,275
-13,315
| -3% | -$519K | 1.64% | 23 |
|
2023
Q4 | $14.5M | Buy |
391,590
+14,589
| +4% | +$539K | 1.66% | 23 |
|
2023
Q3 | $10.8M | Buy |
377,001
+352,907
| +1,465% | +$10.1M | 1.35% | 33 |
|
2023
Q2 | $731K | Sell |
24,094
-334,973
| -93% | -$10.2M | 0.09% | 69 |
|
2023
Q1 | $12.2M | Buy |
359,067
+81,432
| +29% | +$2.78M | 1.56% | 28 |
|
2022
Q4 | $11.9M | Buy |
277,635
+14,316
| +5% | +$616K | 1.56% | 25 |
|
2022
Q3 | $11.5M | Buy |
263,319
+9,966
| +4% | +$434K | 1.85% | 22 |
|
2022
Q2 | $12M | Buy |
253,353
+8,976
| +4% | +$426K | 1.84% | 19 |
|
2022
Q1 | $13.9M | Buy |
244,377
+3,928
| +2% | +$223K | 1.92% | 19 |
|
2021
Q4 | $14.1M | Buy |
240,449
+628
| +0.3% | +$36.8K | 2.01% | 15 |
|
2021
Q3 | $15.6M | Buy |
239,821
+2,615
| +1% | +$170K | 2.34% | 8 |
|
2021
Q2 | $13.2M | Sell |
237,206
-825
| -0.3% | -$45.8K | 2.08% | 12 |
|
2021
Q1 | $12.6M | Buy |
238,031
+5,700
| +2% | +$301K | 2.03% | 13 |
|
2020
Q4 | $11.8M | Buy |
232,331
+4,532
| +2% | +$231K | 2.24% | 8 |
|
2020
Q3 | $9.39M | Buy |
227,799
+11,064
| +5% | +$456K | 2.07% | 14 |
|
2020
Q2 | $7.72M | Buy |
216,735
+23,972
| +12% | +$854K | 1.84% | 19 |
|
2020
Q1 | $5.95M | Sell |
192,763
-13,760
| -7% | -$424K | 1.68% | 25 |
|
2019
Q4 | $11.6M | Sell |
206,523
-829
| -0.4% | -$46.7K | 2.26% | 8 |
|
2019
Q3 | $10.6M | Buy |
207,352
+2,595
| +1% | +$132K | 2.24% | 12 |
|
2019
Q2 | $10.1M | Buy |
204,757
+1,512
| +0.7% | +$74.3K | 2.19% | 14 |
|
2019
Q1 | $9.46M | Buy |
203,245
+8,993
| +5% | +$418K | 2.17% | 11 |
|
2018
Q4 | $8.42M | Buy |
194,252
+4,705
| +2% | +$204K | 2.25% | 9 |
|
2018
Q3 | $9.2M | Buy |
189,547
+1,516
| +0.8% | +$73.6K | 2.22% | 14 |
|
2018
Q2 | $9.48M | Buy |
188,031
+2,727
| +1% | +$138K | 2.46% | 7 |
|
2018
Q1 | $9.64M | Buy |
185,304
+3,831
| +2% | +$199K | 2.59% | 6 |
|
2017
Q4 | $9.02M | Buy |
181,473
+3,191
| +2% | +$159K | 2.43% | 12 |
|
2017
Q3 | $8.37M | Buy |
178,282
+3,236
| +2% | +$152K | 2.44% | 10 |
|
2017
Q2 | $7.95M | Sell |
175,046
-7
| -0% | -$318 | 2.44% | 10 |
|
2017
Q1 | $7.83M | Buy |
175,053
+3,521
| +2% | +$157K | 2.43% | 11 |
|
2016
Q4 | $8.07M | Buy |
171,532
+49,681
| +41% | +$2.34M | 2.8% | 3 |
|
2016
Q3 | $4.6M | Buy |
121,851
+9,507
| +8% | +$359K | 1.69% | 28 |
|
2016
Q2 | $4M | Buy |
112,344
+8,953
| +9% | +$319K | 1.54% | 35 |
|
2016
Q1 | $3.44M | Buy |
103,391
+8,259
| +9% | +$275K | 1.46% | 42 |
|
2015
Q4 | $3.6M | Buy |
95,132
+5,754
| +6% | +$218K | 1.63% | 35 |
|
2015
Q3 | $3.18M | Buy |
89,378
+5,557
| +7% | +$198K | 1.56% | 39 |
|
2015
Q2 | $3.38M | Buy |
83,821
+1,313
| +2% | +$52.9K | 1.63% | 38 |
|
2015
Q1 | $3.22M | Buy |
82,508
+4,050
| +5% | +$158K | 1.48% | 41 |
|
2014
Q4 | $3.05M | Buy |
78,458
+311
| +0.4% | +$12.1K | 1.45% | 41 |
|
2014
Q3 | $2.91M | Sell |
78,147
-2,044
| -3% | -$76.1K | 1.46% | 44 |
|
2014
Q2 | $3.16M | Buy |
80,191
+928
| +1% | +$36.6K | 1.62% | 38 |
|
2014
Q1 | $3.18M | Buy |
79,263
+593
| +0.8% | +$23.8K | 1.73% | 35 |
|
2013
Q4 | $2.94M | Buy |
78,670
+15,570
| +25% | +$581K | 1.62% | 36 |
|
2013
Q3 | $2.13M | Buy |
63,100
+1,517
| +2% | +$51.2K | 1.22% | 47 |
|
2013
Q2 | $2.09M | Buy |
+61,583
| New | +$2.09M | 1.28% | 44 |
|