CKW Financial Group’s Truist Financial TFC Stock Holding History

CKW Financial Group’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,600	Closed	-$108K	–	251
2024 Q3	$108K	Sell	2,600 -200	-7%	-$8.45K	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%	+$49.2K	0.01%	98
2023 Q2	$36K	Buy	1,200 +200	+20%	+$6.21K	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%	+$12.4K	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%	-$27.4K	0.01%	108
2020 Q4	$62K	Sell	1,300 -300	-19%	-$13.6K	0.01%	91
2020 Q3	$62K	Hold	1,600	–	–	0.01%	84
2020 Q2	$58K	Buy	1,600 +100	+7%	+$3.6K	0.01%	77
2020 Q1	$43K	Buy	1,500 +100	+7%	+$4.73K	0.01%	87
2019 Q4	$79K	Hold	1,400	–	–	0.01%	75
2019 Q3	$73K	Buy	1,400 +400	+40%	+$19.8K	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%	-$9.6K	0.01%	101
2018 Q3	$58K	Hold	1,200	–	–	0.01%	92
2018 Q2	$61K	Sell	1,200 -28	-2%	-$1.49K	0.01%	90
2018 Q1	$63K	Buy	1,228 +28	+2%	+$1.51K	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%	-$8.68K	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%	-$17.1K	0.02%	73
2015 Q2	$74K	Hold	1,844	–	–	0.03%	82
2015 Q1	$71K	Buy	1,844 +148	+9%	+$5.58K	0.03%	83
2014 Q4	$66K	Buy	1,696 +342	+25%	+$12.9K	0.03%	85
2014 Q3	$50K	Sell	1,354 -100	-7%	-$3.78K	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	+$50.2K	0.03%	92

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CKW Financial Group's TFC Position: Q4 2024 in Review

CKW Financial Group sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 2,600 shares — an estimated $108K sold.

CKW Financial Group first reported a position in TFC in Q4 2013 and held it in 44 quarters. The position peaked at $110K in Q2 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

CKW Financial Group reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
CKW Financial Group sold 2,600 Truist Financial shares in Q4 2024, an estimated $108K.
CKW Financial Group first reported a position in Truist Financial in Q4 2013 and held it in 44 quarters.
CKW Financial Group's Truist Financial position peaked at $110K in Q2 2024.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on CKW Financial Group's 13F filing for Q4 2024, filed 22 Jan 2025.