Verum 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 | $465K | Buy |
10,818
+52
| +0.5% | +$2.24K | 0.11% | 103 |
|
|
2025
Q1 | $443K | Buy |
10,766
+201
| +2% | +$8.27K | 0.12% | 94 |
|
|
2024
Q4 | $458K | Buy |
10,565
+39
| +0.4% | +$1.69K | 0.13% | 97 |
|
|
2024
Q3 | $450K | Sell |
10,526
-47
| -0.4% | -$2.01K | 0.13% | 96 |
|
|
2024
Q2 | $411K | Buy |
10,573
+261
| +3% | +$10.1K | 0.13% | 95 |
|
|
2024
Q1 | $402K | Buy |
10,312
+11
| +0.1% | +$429 | 0.14% | 94 |
|
|
2023
Q4 | $380K | Sell |
10,301
-1,047
| -9% | -$38.7K | 0.15% | 91 |
|
|
2023
Q3 | $325K | Sell |
11,348
-348
| -3% | -$9.96K | 0.15% | 96 |
|
|
2023
Q2 | $355K | Buy |
11,696
+1,410
| +14% | +$42.8K | 0.32% | 63 |
|
|
2023
Q1 | $351K | Sell |
10,286
-1,339
| -12% | -$45.7K | 0.37% | 46 |
|
|
2022
Q4 | $500K | Buy |
+11,625
| New | +$500K | 0.61% | 42 |
|