GW&K Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $86K | Buy |
1,991
+632
| +47% | +$27.3K | ﹤0.01% | 439 |
|
2025
Q1 | $56K | Sell |
1,359
-1
| -0.1% | -$41 | ﹤0.01% | 473 |
|
2024
Q4 | $59K | Buy |
1,360
+12
| +0.9% | +$521 | ﹤0.01% | 453 |
|
2024
Q3 | $58K | Buy |
1,348
+72
| +6% | +$3.1K | ﹤0.01% | 450 |
|
2024
Q2 | $50K | Buy |
1,276
+106
| +9% | +$4.15K | ﹤0.01% | 444 |
|
2024
Q1 | $46K | Sell |
1,170
-178
| -13% | -$7K | ﹤0.01% | 440 |
|
2023
Q4 | $50K | Sell |
1,348
-128
| -9% | -$4.75K | ﹤0.01% | 408 |
|
2023
Q3 | $42K | Buy |
1,476
+34
| +2% | +$967 | ﹤0.01% | 408 |
|
2023
Q2 | $44K | Buy |
1,442
+541
| +60% | +$16.5K | ﹤0.01% | 391 |
|
2023
Q1 | $31K | Buy |
+901
| New | +$31K | ﹤0.01% | 365 |
|
2022
Q3 | – | Sell |
-175
| Closed | -$8K | – | 776 |
|
2022
Q2 | $8K | Buy |
175
+82
| +88% | +$3.75K | ﹤0.01% | 503 |
|
2022
Q1 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 555 |
|