KCPG
Kavar Capital Partners Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
63,331
-190
| -0.3% | -$8.17K | 0.39% | 64 |
|
|
2025
Q1 | $2.61M | Sell |
63,521
-550
| -0.9% | -$22.6K | 0.44% | 61 |
|
|
2024
Q4 | $2.78M | Sell |
64,071
-2,139
| -3% | -$92.8K | 0.47% | 57 |
|
|
2024
Q3 | $2.83M | Sell |
66,210
-4,675
| -7% | -$200K | 0.45% | 59 |
|
|
2024
Q2 | $2.75M | Buy |
70,885
+2,187
| +3% | +$85K | 0.5% | 56 |
|
|
2024
Q1 | $2.68M | Sell |
68,698
-65,002
| -49% | -$2.53M | 0.49% | 58 |
|
|
2023
Q4 | $4.94M | Buy |
133,700
+48,375
| +57% | +$1.79M | 0.55% | 51 |
|
|
2023
Q3 | $2.44M | Sell |
85,325
-587
| -0.7% | -$16.8K | 0.53% | 57 |
|
|
2023
Q2 | $2.61M | Sell |
85,912
-5,252
| -6% | -$159K | 0.56% | 57 |
|
|
2023
Q1 | $3.11M | Buy |
91,164
+3,215
| +4% | +$110K | 0.67% | 51 |
|
|
2022
Q4 | $3.78M | Buy |
87,949
+9,388
| +12% | +$404K | 0.87% | 38 |
|
|
2022
Q3 | $3.42M | Buy |
78,561
+475
| +0.6% | +$20.7K | 0.87% | 39 |
|
|
2022
Q2 | $3.7M | Buy |
78,086
+2,915
| +4% | +$138K | 0.86% | 40 |
|
|
2022
Q1 | $4.26M | Buy |
75,171
+1,756
| +2% | +$99.6K | 0.92% | 35 |
|
|
2021
Q4 | $4.3M | Buy |
73,415
+736
| +1% | +$43.1K | 0.89% | 33 |
|
|
2021
Q3 | $4.26M | Buy |
72,679
+1,033
| +1% | +$60.6K | 0.97% | 32 |
|
|
2021
Q2 | $3.98M | Buy |
71,646
+1,061
| +2% | +$58.9K | 0.96% | 33 |
|
|
2021
Q1 | $4.12M | Sell |
70,585
-1,163
| -2% | -$67.8K | 1.11% | 30 |
|
|
2020
Q4 | $3.44M | Buy |
71,748
+5,712
| +9% | +$274K | 0.99% | 31 |
|
|
2020
Q3 | $2.51M | Buy |
66,036
+3,376
| +5% | +$128K | 0.85% | 39 |
|
|
2020
Q2 | $2.35M | Sell |
62,660
-825
| -1% | -$31K | 0.9% | 37 |
|
|
2020
Q1 | $1.96M | Buy |
63,485
+4,744
| +8% | +$146K | 0.94% | 34 |
|
|
2019
Q4 | $3.31M | Buy |
58,741
+2,440
| +4% | +$137K | 1.22% | 27 |
|
|
2019
Q3 | $3.01M | Buy |
56,301
+694
| +1% | +$37K | 1.17% | 29 |
|
|
2019
Q2 | $2.73M | Buy |
55,607
+1,789
| +3% | +$87.9K | 1.07% | 34 |
|
|
2019
Q1 | $2.5M | Buy |
53,818
+885
| +2% | +$41.2K | 1.12% | 31 |
|
|
2018
Q4 | $2.29M | Buy |
52,933
+886
| +2% | +$38.4K | 1.24% | 31 |
|
|
2018
Q3 | $2.53M | Sell |
52,047
-40
| -0.1% | -$1.94K | 1.25% | 32 |
|
|
2018
Q2 | $2.63M | Buy |
52,087
+156
| +0.3% | +$7.87K | 1.32% | 28 |
|
|
2018
Q1 | $2.7M | Buy |
51,931
+252
| +0.5% | +$13.1K | 1.41% | 23 |
|
|
2017
Q4 | $2.57M | Buy |
51,679
+479
| +0.9% | +$23.8K | 1.36% | 33 |
|
|
2017
Q3 | $2.4M | Sell |
51,200
-369
| -0.7% | -$17.3K | 1.32% | 34 |
|
|
2017
Q2 | $2.34M | Sell |
51,569
-419
| -0.8% | -$19K | 1.27% | 29 |
|
|
2017
Q1 | $2.32M | Sell |
51,988
-474
| -0.9% | -$21.2K | 1.29% | 28 |
|
|
2016
Q4 | $2.47M | Sell |
52,462
-71
| -0.1% | -$3.34K | 1.56% | 24 |
|
|
2016
Q3 | $1.98M | Buy |
52,533
+813
| +2% | +$30.7K | 1.28% | 31 |
|
|
2016
Q2 | $1.84M | Buy |
+51,720
| New | +$1.84M | 1.19% | 33 |
|
|
2016
Q1 | – | Sell |
-4,168
| Closed | -$157K | – | 359 |
|
|
2015
Q4 | $157K | Buy |
4,168
+29
| +0.7% | +$1.09K | 0.1% | 111 |
|
|
2015
Q3 | $147K | Buy |
4,139
+31
| +0.8% | +$1.1K | 0.1% | 116 |
|
|
2015
Q2 | $165K | Buy |
+4,108
| New | +$165K | 0.11% | 122 |
|
|
2014
Q2 | – | Sell |
-3,978
| Closed | -$159K | – | 405 |
|
|
2014
Q1 | $159K | Buy |
3,978
+24
| +0.6% | +$959 | 0.13% | 137 |
|
|
2013
Q4 | $147K | Buy |
+3,954
| New | +$147K | 0.13% | 129 |
|