Kayne Anderson Rudnick 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 | $4.69K | Buy |
108
+14
| +15% | +$607 | ﹤0.01% | 770 |
|
|
2025
Q1 | $3.91K | Sell |
94
-336
| -78% | -$14K | ﹤0.01% | 748 |
|
|
2024
Q4 | $18.7K | Buy |
430
+336
| +357% | +$14.6K | ﹤0.01% | 636 |
|
|
2024
Q3 | $4.06K | Sell |
94
-25
| -21% | -$1.08K | ﹤0.01% | 743 |
|
|
2024
Q2 | $4.66K | Buy |
119
+25
| +27% | +$979 | ﹤0.01% | 689 |
|
|
2024
Q1 | $3.7K | Sell |
94
-1
| -1% | -$39 | ﹤0.01% | 696 |
|
|
2023
Q4 | $3.54K | Buy |
95
+94
| +9,400% | +$3.51K | ﹤0.01% | 693 |
|
|
2023
Q3 | $29 | Hold |
1
| – | – | ﹤0.01% | 879 |
|
|
2023
Q2 | $30 | Hold |
1
| – | – | ﹤0.01% | 875 |
|
|
2023
Q1 | $34 | Buy |
+1
| New | +$34 | ﹤0.01% | 778 |
|
|
2021
Q1 | – | Sell |
-70
| Closed | -$3K | – | 717 |
|
|
2020
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 527 |
|
|
2020
Q3 | – | Sell |
-7,555
| Closed | -$284K | – | 580 |
|
|
2020
Q2 | $284K | Buy |
7,555
+87
| +1% | +$3.27K | ﹤0.01% | 348 |
|
|
2020
Q1 | $230K | Buy |
7,468
+37
| +0.5% | +$1.14K | ﹤0.01% | 345 |
|
|
2019
Q4 | $419K | Buy |
+7,431
| New | +$419K | ﹤0.01% | 332 |
|