Kavar Capital Partners Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.43M Sell
52,826
-2,032
-4% -$100K 0.3% 69
2025
Q4
$2.7M Sell
54,858
-2,110
-4% -$97.2K 0.37% 61
2025
Q3
$2.6M Sell
56,968
-6,363
-10% -$287K 0.35% 65
2025
Q2
$2.72M Sell
63,331
-190
-0.3% -$7.43K 0.39% 64
2025
Q1
$2.61M Sell
63,521
-550
-0.9% -$24.5K 0.44% 61
2024
Q4
$2.78M Sell
64,071
-2,139
-3% -$95.5K 0.47% 57
2024
Q3
$2.83M Sell
66,210
-4,675
-7% -$197K 0.45% 59
2024
Q2
$2.75M Buy
70,885
+2,187
+3% +$82.6K 0.5% 56
2024
Q1
$2.68M Sell
68,698
-65,002
-49% -$2.38M 0.49% 58
2023
Q4
$4.94M Buy
133,700
+48,375
+57% +$1.52M 0.55% 51
2023
Q3
$2.44M Sell
85,325
-587
-0.7% -$18.1K 0.53% 57
2023
Q2
$2.61M Sell
85,912
-5,252
-6% -$163K 0.56% 57
2023
Q1
$3.11M Buy
91,164
+3,215
+4% +$140K 0.67% 51
2022
Q4
$3.78M Buy
87,949
+9,388
+12% +$412K 0.87% 38
2022
Q3
$3.42M Buy
78,561
+475
+0.6% +$22.9K 0.87% 39
2022
Q2
$3.7M Buy
78,086
+2,915
+4% +$144K 0.86% 40
2022
Q1
$4.26M Buy
75,171
+1,756
+2% +$108K 0.92% 35
2021
Q4
$4.3M Buy
73,415
+736
+1% +$45K 0.89% 33
2021
Q3
$4.26M Buy
72,679
+1,033
+1% +$57.7K 0.97% 32
2021
Q2
$3.98M Buy
71,646
+1,061
+2% +$62.3K 0.96% 33
2021
Q1
$4.12M Sell
70,585
-1,163
-2% -$63.7K 1.11% 30
2020
Q4
$3.44M Buy
71,748
+5,712
+9% +$259K 0.99% 31
2020
Q3
$2.51M Buy
66,036
+3,376
+5% +$127K 0.85% 39
2020
Q2
$2.35M Sell
62,660
-825
-1% -$29.7K 0.9% 37
2020
Q1
$1.96M Buy
63,485
+4,744
+8% +$224K 0.94% 34
2019
Q4
$3.31M Buy
58,741
+2,440
+4% +$132K 1.22% 27
2019
Q3
$3M Buy
56,301
+694
+1% +$34.4K 1.17% 29
2019
Q2
$2.73M Buy
55,607
+1,789
+3% +$87.6K 1.07% 34
2019
Q1
$2.5M Buy
53,818
+885
+2% +$43.2K 1.12% 31
2018
Q4
$2.29M Buy
52,933
+886
+2% +$42.5K 1.24% 31
2018
Q3
$2.53M Sell
52,047
-40
-0.1% -$2.05K 1.25% 32
2018
Q2
$2.63M Buy
52,087
+156
+0.3% +$8.29K 1.32% 28
2018
Q1
$2.7M Buy
51,931
+252
+0.5% +$13.6K 1.41% 23
2017
Q4
$2.57M Buy
51,679
+479
+0.9% +$23.1K 1.36% 33
2017
Q3
$2.4M Sell
51,200
-369
-0.7% -$17K 1.32% 34
2017
Q2
$2.34M Sell
51,569
-419
-0.8% -$18.2K 1.27% 29
2017
Q1
$2.32M Sell
51,988
-474
-0.9% -$22.1K 1.29% 28
2016
Q4
$2.47M Sell
52,462
-71
-0.1% -$3.02K 1.56% 24
2016
Q3
$1.98M Buy
52,533
+813
+2% +$30.3K 1.28% 31
2016
Q2
$1.84M Buy
+51,720
New +$1.81M 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% +$1.2K 0.1% 116
2015
Q2
$165K Buy
+4,108
New +$163K 0.11% 122
2014
Q2
Sell
-3,978
Closed -$159K 405
2014
Q1
$159K Buy
3,978
+24
+0.6% +$919 0.13% 137
2013
Q4
$147K Buy
+3,954
New +$137K 0.13% 129

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