KP
Keel Point’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
14,445
+2,232
| +18% | +$96K | 0.04% | 251 |
|
|
2025
Q1 | $503K | Sell |
12,213
-313
| -2% | -$12.9K | 0.04% | 252 |
|
|
2024
Q4 | $543K | Buy |
12,526
+409
| +3% | +$17.7K | 0.04% | 220 |
|
|
2024
Q3 | $518K | Sell |
12,117
-245
| -2% | -$10.5K | 0.04% | 231 |
|
|
2024
Q2 | $515K | Buy |
12,362
+287
| +2% | +$12K | 0.05% | 220 |
|
|
2024
Q1 | $471K | Buy |
12,075
+162
| +1% | +$6.32K | 0.05% | 214 |
|
|
2023
Q4 | $440K | Buy |
11,913
+1,201
| +11% | +$44.3K | 0.05% | 200 |
|
|
2023
Q3 | $306K | Sell |
10,712
-276
| -3% | -$7.9K | 0.04% | 235 |
|
|
2023
Q2 | $333K | Buy |
10,988
+622
| +6% | +$18.9K | 0.04% | 234 |
|
|
2023
Q1 | $353K | Sell |
10,366
-1,069
| -9% | -$36.5K | 0.05% | 203 |
|
|
2022
Q4 | $492K | Buy |
11,435
+298
| +3% | +$12.8K | 0.08% | 163 |
|
|
2022
Q3 | $485K | Buy |
11,137
+149
| +1% | +$6.49K | 0.08% | 141 |
|
|
2022
Q2 | $559K | Sell |
10,988
-533
| -5% | -$27.1K | 0.09% | 131 |
|
|
2022
Q1 | $653K | Buy |
+11,521
| New | +$653K | 0.1% | 126 |
|
|
2020
Q1 | – | Sell |
-6,369
| Closed | -$359K | – | 196 |
|
|
2019
Q4 | $359K | Buy |
+6,369
| New | +$359K | 0.04% | 141 |
|