Verus Financial Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,360
| Closed | -$240K | – | 105 |
|
|
2023
Q2 | $240K | Buy |
+7,360
| New | +$240K | 0.03% | 93 |
|
|
2023
Q1 | – | Sell |
-7,274
| Closed | -$359K | – | 104 |
|
|
2022
Q4 | $359K | Sell |
7,274
-806
| -10% | -$39.8K | 0.05% | 66 |
|
|
2022
Q3 | $350K | Sell |
8,080
-831
| -9% | -$36K | 0.05% | 67 |
|
|
2022
Q2 | $431K | Buy |
8,911
+762
| +9% | +$36.9K | 0.06% | 57 |
|
|
2022
Q1 | $429K | Sell |
8,149
-291
| -3% | -$15.3K | 0.06% | 59 |
|
|
2021
Q4 | $494K | Sell |
8,440
-382
| -4% | -$22.4K | 0.07% | 53 |
|
|
2021
Q3 | $545K | Buy |
8,822
+317
| +4% | +$19.6K | 0.08% | 51 |
|
|
2021
Q2 | $460K | Sell |
8,505
-659
| -7% | -$35.6K | 0.07% | 52 |
|
|
2021
Q1 | $545K | Buy |
9,164
+842
| +10% | +$50.1K | 0.09% | 43 |
|
|
2020
Q4 | $399K | Buy |
8,322
+1,111
| +15% | +$53.3K | 0.07% | 54 |
|
|
2020
Q3 | $274K | Sell |
7,211
-567
| -7% | -$21.5K | 0.1% | 125 |
|
|
2020
Q2 | $292K | Buy |
7,778
+4
| +0.1% | +$150 | 0.06% | 57 |
|
|
2020
Q1 | $240K | Sell |
7,774
-626
| -7% | -$19.3K | 0.07% | 61 |
|
|
2019
Q4 | $473K | Buy |
8,400
+3,038
| +57% | +$171K | 0.14% | 40 |
|
|
2019
Q3 | $286K | Sell |
5,362
-1,053
| -16% | -$56.2K | 0.09% | 49 |
|
|
2019
Q2 | $315K | Sell |
6,415
-116
| -2% | -$5.7K | 0.11% | 40 |
|
|
2019
Q1 | $304K | Sell |
6,531
-540
| -8% | -$25.1K | 0.11% | 37 |
|
|
2018
Q4 | $343K | Hold |
7,071
| – | – | 0.12% | 34 |
|
|
2018
Q3 | $343K | Sell |
7,071
-527
| -7% | -$25.6K | 0.12% | 34 |
|
|
2018
Q2 | $383K | Sell |
7,598
-390
| -5% | -$19.7K | 0.14% | 27 |
|
|
2018
Q1 | $416K | Buy |
7,988
+12
| +0.2% | +$625 | 0.16% | 28 |
|
|
2017
Q4 | $397K | Buy |
7,976
+10
| +0.1% | +$498 | 0.15% | 33 |
|
|
2017
Q3 | $374K | Buy |
7,966
+12
| +0.2% | +$563 | 0.14% | 31 |
|
|
2017
Q2 | $361K | Buy |
7,954
+12
| +0.2% | +$545 | 0.15% | 31 |
|
|
2017
Q1 | $355K | Buy |
7,942
+809
| +11% | +$36.2K | 0.15% | 32 |
|
|
2016
Q4 | $335K | Buy |
7,133
+14
| +0.2% | +$658 | 0.15% | 31 |
|
|
2016
Q3 | $269K | Sell |
7,119
-673
| -9% | -$25.4K | 0.12% | 35 |
|
|
2016
Q2 | $277K | Sell |
7,792
-102
| -1% | -$3.63K | 0.12% | 36 |
|
|
2016
Q1 | $263K | Sell |
7,894
-343
| -4% | -$11.4K | 0.12% | 37 |
|
|
2015
Q4 | $311K | Buy |
8,237
+16
| +0.2% | +$604 | 0.15% | 34 |
|
|
2015
Q3 | $293K | Buy |
8,221
+17
| +0.2% | +$606 | 0.16% | 31 |
|
|
2015
Q2 | $331K | Buy |
8,204
+15
| +0.2% | +$605 | 0.17% | 26 |
|
|
2015
Q1 | $319K | Sell |
8,189
-246
| -3% | -$9.58K | 0.16% | 27 |
|
|
2014
Q4 | $328K | Sell |
8,435
-768
| -8% | -$29.9K | 0.18% | 28 |
|
|
2014
Q3 | $342K | Sell |
9,203
-221
| -2% | -$8.21K | 0.19% | 29 |
|
|
2014
Q2 | $372K | Sell |
9,424
-269
| -3% | -$10.6K | 0.21% | 25 |
|
|
2014
Q1 | $389K | Buy |
9,693
+29
| +0.3% | +$1.16K | 0.22% | 28 |
|
|
2013
Q4 | $361K | Buy |
9,664
+34
| +0.4% | +$1.27K | 0.19% | 28 |
|
|
2013
Q3 | $325K | Buy |
9,630
+384
| +4% | +$13K | 0.18% | 26 |
|
|
2013
Q2 | $313K | Buy |
+9,246
| New | +$313K | 0.18% | 26 |
|