WCA
Westover Capital Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
10,018
-448
| -4% | -$19.3K | 0.09% | 158 |
|
|
2025
Q1 | $431K | Sell |
10,466
-1,752
| -14% | -$72.1K | 0.1% | 159 |
|
|
2024
Q4 | $530K | Hold |
12,218
| – | – | 0.12% | 143 |
|
|
2024
Q3 | $523K | Buy |
12,218
+5,200
| +74% | +$222K | 0.1% | 144 |
|
|
2024
Q2 | $273K | Sell |
7,018
-45
| -0.6% | -$1.75K | 0.07% | 181 |
|
|
2024
Q1 | $275K | Hold |
7,063
| – | – | 0.08% | 151 |
|
|
2023
Q4 | $261K | Buy |
7,063
+4
| +0.1% | +$148 | 0.08% | 151 |
|
|
2023
Q3 | $202K | Sell |
7,059
-12,348
| -64% | -$353K | 0.07% | 173 |
|
|
2023
Q2 | $589K | Sell |
19,407
-12,328
| -39% | -$374K | 0.2% | 93 |
|
|
2023
Q1 | $1.08M | Buy |
31,735
+4,506
| +17% | +$154K | 0.4% | 64 |
|
|
2022
Q4 | $1.17M | Sell |
27,229
-60,033
| -69% | -$2.58M | 0.46% | 61 |
|
|
2022
Q3 | $3.8M | Sell |
87,262
-2,022
| -2% | -$88K | 1.45% | 19 |
|
|
2022
Q2 | $4.24M | Sell |
89,284
-19,250
| -18% | -$913K | 1.56% | 17 |
|
|
2022
Q1 | $6.15M | Sell |
108,534
-1,180
| -1% | -$66.9K | 1.92% | 12 |
|
|
2021
Q4 | $6.42M | Sell |
109,714
-3,595
| -3% | -$210K | 1.87% | 13 |
|
|
2021
Q3 | $6.65M | Buy |
113,309
+2,933
| +3% | +$172K | 2.08% | 10 |
|
|
2021
Q2 | $6.13M | Sell |
110,376
-2,217
| -2% | -$123K | 1.97% | 13 |
|
|
2021
Q1 | $6.57M | Buy |
112,593
+2,177
| +2% | +$127K | 2.26% | 9 |
|
|
2020
Q4 | $5.29M | Buy |
110,416
+7,924
| +8% | +$380K | 1.91% | 14 |
|
|
2020
Q3 | $3.9M | Buy |
102,492
+2,759
| +3% | +$105K | 1.6% | 21 |
|
|
2020
Q2 | $3.75M | Sell |
99,733
-200
| -0.2% | -$7.51K | 1.76% | 19 |
|
|
2020
Q1 | $3.08M | Buy |
99,933
+26,110
| +35% | +$805K | 1.67% | 20 |
|
|
2019
Q4 | $4.16M | Buy |
73,823
+742
| +1% | +$41.8K | 1.86% | 17 |
|
|
2019
Q3 | $3.9M | Buy |
73,081
+2,945
| +4% | +$157K | 1.84% | 18 |
|
|
2019
Q2 | $3.45M | Buy |
70,136
+21,105
| +43% | +$1.04M | 1.7% | 20 |
|
|
2019
Q1 | $2.28M | Buy |
49,031
+38,420
| +362% | +$1.79M | 1.18% | 35 |
|
|
2018
Q4 | $460K | Buy |
10,611
+130
| +1% | +$5.64K | 0.29% | 70 |
|
|
2018
Q3 | $509K | Sell |
10,481
-83
| -0.8% | -$4.03K | 0.26% | 80 |
|
|
2018
Q2 | $533K | Sell |
10,564
-1,600
| -13% | -$80.7K | 0.29% | 74 |
|
|
2018
Q1 | $633K | Sell |
12,164
-2,561
| -17% | -$133K | 0.34% | 70 |
|
|
2017
Q4 | $732K | Sell |
14,725
-2,762
| -16% | -$137K | 0.4% | 74 |
|
|
2017
Q3 | $821K | Sell |
17,487
-41,524
| -70% | -$1.95M | 0.48% | 56 |
|
|
2017
Q2 | $2.68M | Sell |
59,011
-5,291
| -8% | -$240K | 1.76% | 20 |
|
|
2017
Q1 | $2.87M | Buy |
64,302
+19,979
| +45% | +$893K | 1.92% | 19 |
|
|
2016
Q4 | $2.08M | Sell |
44,323
-691
| -2% | -$32.5K | 1.49% | 26 |
|
|
2016
Q3 | $1.7M | Buy |
45,014
+20,433
| +83% | +$771K | 1.26% | 29 |
|
|
2016
Q2 | $875K | Sell |
24,581
-4,914
| -17% | -$175K | 0.72% | 46 |
|
|
2016
Q1 | $981K | Buy |
29,495
+16,891
| +134% | +$562K | 0.83% | 41 |
|
|
2015
Q4 | $477K | Buy |
12,604
+142
| +1% | +$5.37K | 0.4% | 63 |
|
|
2015
Q3 | $444K | Buy |
12,462
+253
| +2% | +$9.01K | 0.38% | 65 |
|
|
2015
Q2 | $492K | Buy |
+12,209
| New | +$492K | 0.39% | 63 |
|