CKW Financial Group’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 |
-2,600
| Closed | -$108K | – | 251 |
|
|
2024
Q3 | $108K | Sell |
2,600
-200
| -7% | -$8.31K | 0.01% | 87 |
|
|
2024
Q2 | $110K | Hold |
2,800
| – | – | 0.01% | 83 |
|
|
2024
Q1 | $107K | Hold |
2,800
| – | – | 0.01% | 88 |
|
|
2023
Q4 | $103K | Hold |
2,800
| – | – | 0.01% | 85 |
|
|
2023
Q3 | $80K | Buy |
2,800
+1,600
| +133% | +$45.7K | 0.01% | 98 |
|
|
2023
Q2 | $36K | Buy |
1,200
+200
| +20% | +$6K | 0.01% | 141 |
|
|
2023
Q1 | $34K | Hold |
1,000
| – | – | 0.01% | 129 |
|
|
2022
Q4 | $43K | Hold |
1,000
| – | – | 0.01% | 120 |
|
|
2022
Q3 | $44K | Hold |
1,000
| – | – | 0.01% | 119 |
|
|
2022
Q2 | $48K | Hold |
1,000
| – | – | 0.01% | 114 |
|
|
2022
Q1 | $55K | Buy |
1,000
+200
| +25% | +$11K | 0.01% | 118 |
|
|
2021
Q4 | $50K | Hold |
800
| – | – | 0.01% | 122 |
|
|
2021
Q3 | $48K | Hold |
800
| – | – | 0.01% | 122 |
|
|
2021
Q2 | $45K | Hold |
800
| – | – | 0.01% | 131 |
|
|
2021
Q1 | $47K | Sell |
800
-500
| -38% | -$29.4K | 0.01% | 108 |
|
|
2020
Q4 | $62K | Sell |
1,300
-300
| -19% | -$14.3K | 0.01% | 91 |
|
|
2020
Q3 | $62K | Hold |
1,600
| – | – | 0.01% | 84 |
|
|
2020
Q2 | $58K | Buy |
1,600
+100
| +7% | +$3.63K | 0.01% | 77 |
|
|
2020
Q1 | $43K | Buy |
1,500
+100
| +7% | +$2.87K | 0.01% | 87 |
|
|
2019
Q4 | $79K | Hold |
1,400
| – | – | 0.01% | 75 |
|
|
2019
Q3 | $73K | Buy |
1,400
+400
| +40% | +$20.9K | 0.01% | 78 |
|
|
2019
Q2 | $49K | Hold |
1,000
| – | – | 0.01% | 95 |
|
|
2019
Q1 | $47K | Hold |
1,000
| – | – | 0.01% | 101 |
|
|
2018
Q4 | $43K | Sell |
1,000
-200
| -17% | -$8.6K | 0.01% | 101 |
|
|
2018
Q3 | $58K | Hold |
1,200
| – | – | 0.01% | 92 |
|
|
2018
Q2 | $61K | Sell |
1,200
-28
| -2% | -$1.42K | 0.01% | 90 |
|
|
2018
Q1 | $63K | Buy |
1,228
+28
| +2% | +$1.44K | 0.01% | 74 |
|
|
2017
Q4 | $60K | Hold |
1,200
| – | – | 0.01% | 80 |
|
|
2017
Q3 | $56K | Hold |
1,200
| – | – | 0.01% | 84 |
|
|
2017
Q2 | $55K | Sell |
1,200
-200
| -14% | -$9.17K | 0.01% | 88 |
|
|
2017
Q1 | $63K | Hold |
1,400
| – | – | 0.02% | 81 |
|
|
2016
Q4 | $66K | Hold |
1,400
| – | – | 0.02% | 79 |
|
|
2016
Q3 | $53K | Hold |
1,400
| – | – | 0.02% | 89 |
|
|
2016
Q2 | $50K | Hold |
1,400
| – | – | 0.02% | 87 |
|
|
2016
Q1 | $47K | Hold |
1,400
| – | – | 0.02% | 81 |
|
|
2015
Q4 | $53K | Hold |
1,400
| – | – | 0.02% | 77 |
|
|
2015
Q3 | $50K | Sell |
1,400
-444
| -24% | -$15.9K | 0.02% | 73 |
|
|
2015
Q2 | $74K | Hold |
1,844
| – | – | 0.03% | 82 |
|
|
2015
Q1 | $71K | Buy |
1,844
+148
| +9% | +$5.7K | 0.03% | 83 |
|
|
2014
Q4 | $66K | Buy |
1,696
+342
| +25% | +$13.3K | 0.03% | 85 |
|
|
2014
Q3 | $50K | Sell |
1,354
-100
| -7% | -$3.69K | 0.02% | 106 |
|
|
2014
Q2 | $58K | Hold |
1,454
| – | – | 0.03% | 90 |
|
|
2014
Q1 | $59K | Hold |
1,454
| – | – | 0.03% | 86 |
|
|
2013
Q4 | $54K | Buy |
+1,454
| New | +$54K | 0.03% | 92 |
|