Westover Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $3.8M | Sell |
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|
2022
Q2 | $4.24M | Sell |
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|
2022
Q1 | $6.15M | Sell |
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|
2021
Q4 | $6.42M | Sell |
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|
2021
Q3 | $6.65M | Buy |
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|
2021
Q2 | $6.13M | Sell |
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|
2021
Q1 | $6.57M | Buy |
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|
2020
Q4 | $5.29M | Buy |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | $3.75M | Sell |
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|
2020
Q1 | $3.08M | Buy |
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|
2019
Q4 | $4.16M | Buy |
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|
2019
Q3 | $3.9M | Buy |
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|
2019
Q2 | $3.45M | Buy |
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|
2019
Q1 | $2.28M | Buy |
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|
2018
Q4 | $460K | Buy |
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|
2018
Q3 | $509K | Sell |
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|
2018
Q2 | $533K | Sell |
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|
2018
Q1 | $633K | Sell |
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|
2017
Q4 | $732K | Sell |
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|
2017
Q3 | $821K | Sell |
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|
2017
Q2 | $2.68M | Sell |
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|
2017
Q1 | $2.87M | Buy |
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|
2016
Q4 | $2.08M | Sell |
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|
2016
Q3 | $1.7M | Buy |
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|
2016
Q2 | $875K | Sell |
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|
2016
Q1 | $981K | Buy |
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|
2015
Q4 | $477K | Buy |
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|
2015
Q3 | $444K | Buy |
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|
2015
Q2 | $492K | Buy |
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