Virtue Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,140
| Closed | -$220K | – | 295 |
|
|
2024
Q3 | $220K | Sell |
5,140
-82
| -2% | -$3.51K | 0.04% | 243 |
|
|
2024
Q2 | $231K | Buy |
+5,222
| New | +$231K | 0.04% | 332 |
|
|
2023
Q1 | – | Sell |
-15,272
| Closed | -$657K | – | 431 |
|
|
2022
Q4 | $657K | Buy |
+15,272
| New | +$657K | 0.1% | 148 |
|
|
2022
Q2 | – | Sell |
-12,601
| Closed | -$714K | – | 397 |
|
|
2022
Q1 | $714K | Buy |
12,601
+2,698
| +27% | +$153K | 0.11% | 224 |
|
|
2021
Q4 | $580K | Sell |
9,903
-591
| -6% | -$34.6K | 0.09% | 254 |
|
|
2021
Q3 | $615K | Sell |
10,494
-27
| -0.3% | -$1.58K | 0.11% | 217 |
|
|
2021
Q2 | $584K | Sell |
10,521
-11
| -0.1% | -$611 | 0.12% | 213 |
|
|
2021
Q1 | $614K | Buy |
+10,532
| New | +$614K | 0.14% | 183 |
|
|
2018
Q4 | – | Sell |
-28,544
| Closed | -$1.39M | – | 217 |
|
|
2018
Q3 | $1.39M | Buy |
28,544
+16,357
| +134% | +$794K | 0.29% | 93 |
|
|
2018
Q2 | $615K | Buy |
12,187
+2,803
| +30% | +$141K | 0.3% | 98 |
|
|
2018
Q1 | $502K | Buy |
9,384
+2,700
| +40% | +$144K | 0.26% | 117 |
|
|
2017
Q4 | $332K | Buy |
+6,684
| New | +$332K | 0.19% | 139 |
|