Kestra Advisory Services’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 | $9.31M | Buy |
216,553
+9,965
| +5% | +$428K | 0.05% | 402 |
|
|
2025
Q1 | $8.5M | Buy |
206,588
+19,411
| +10% | +$799K | 0.04% | 396 |
|
|
2024
Q4 | $8.12M | Sell |
187,177
-10,124
| -5% | -$439K | 0.04% | 414 |
|
|
2024
Q3 | $8.44M | Sell |
197,301
-28,675
| -13% | -$1.23M | 0.05% | 414 |
|
|
2024
Q2 | $8.78M | Buy |
225,976
+13,312
| +6% | +$517K | 0.05% | 392 |
|
|
2024
Q1 | $8.29M | Buy |
212,664
+45,284
| +27% | +$1.77M | 0.06% | 363 |
|
|
2023
Q4 | $6.18M | Sell |
167,380
-7,760
| -4% | -$286K | 0.05% | 391 |
|
|
2023
Q3 | $5.01M | Buy |
175,140
+48,737
| +39% | +$1.39M | 0.05% | 385 |
|
|
2023
Q2 | $3.84M | Buy |
126,403
+24,314
| +24% | +$738K | 0.04% | 452 |
|
|
2023
Q1 | $3.48M | Sell |
102,089
-54,215
| -35% | -$1.85M | 0.04% | 460 |
|
|
2022
Q4 | $6.73M | Sell |
156,304
-147
| -0.1% | -$6.33K | 0.06% | 336 |
|
|
2022
Q3 | $6.81M | Buy |
156,451
+1,737
| +1% | +$75.6K | 0.07% | 293 |
|
|
2022
Q2 | $7.34M | Buy |
154,714
+35,791
| +30% | +$1.7M | 0.08% | 270 |
|
|
2022
Q1 | $6.74M | Sell |
118,923
-7,649
| -6% | -$434K | 0.07% | 301 |
|
|
2021
Q4 | $7.41M | Sell |
126,572
-10,368
| -8% | -$607K | 0.08% | 278 |
|
|
2021
Q3 | $8.03M | Buy |
136,940
+11,300
| +9% | +$663K | 0.08% | 275 |
|
|
2021
Q2 | $6.97M | Buy |
125,640
+11,203
| +10% | +$622K | 0.08% | 280 |
|
|
2021
Q1 | $6.67M | Buy |
114,437
+22,381
| +24% | +$1.31M | 0.08% | 265 |
|
|
2020
Q4 | $4.36M | Buy |
92,056
+25,341
| +38% | +$1.2M | 0.05% | 366 |
|
|
2020
Q3 | $2.54M | Buy |
+66,715
| New | +$2.54M | 0.05% | 369 |
|