KCM Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,100
| Closed | -$203K | – | 375 |
|
|
2023
Q3 | $203K | Sell |
7,100
-2,964
| -29% | -$84.8K | 0.01% | 358 |
|
|
2023
Q2 | $305K | Sell |
10,064
-1,846
| -15% | -$56K | 0.01% | 329 |
|
|
2023
Q1 | $406K | Buy |
11,910
+28
| +0.2% | +$955 | 0.02% | 293 |
|
|
2022
Q4 | $511K | Buy |
11,882
+4,957
| +72% | +$213K | 0.02% | 263 |
|
|
2022
Q3 | $302K | Buy |
6,925
+2,134
| +45% | +$93.1K | 0.01% | 308 |
|
|
2022
Q2 | $227K | Buy |
4,791
+995
| +26% | +$47.1K | 0.01% | 363 |
|
|
2022
Q1 | $215K | Buy |
+3,796
| New | +$215K | 0.01% | 395 |
|
|
2018
Q2 | – | Sell |
-3,983
| Closed | -$207K | – | 540 |
|
|
2018
Q1 | $207K | Buy |
+3,983
| New | +$207K | 0.01% | 502 |
|