Kestra Private Wealth 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 | $3.97M | Buy |
92,241
+6,364
| +7% | +$274K | 0.06% | 317 |
|
|
2025
Q1 | $3.53M | Buy |
85,877
+4,553
| +6% | +$187K | 0.06% | 325 |
|
|
2024
Q4 | $3.53M | Buy |
81,324
+4,725
| +6% | +$205K | 0.06% | 305 |
|
|
2024
Q3 | $3.28M | Buy |
76,599
+2,840
| +4% | +$121K | 0.06% | 308 |
|
|
2024
Q2 | $2.87M | Buy |
73,759
+4,392
| +6% | +$171K | 0.06% | 309 |
|
|
2024
Q1 | $2.7M | Sell |
69,367
-4,942
| -7% | -$193K | 0.06% | 306 |
|
|
2023
Q4 | $2.74M | Sell |
74,309
-6,184
| -8% | -$228K | 0.07% | 287 |
|
|
2023
Q3 | $2.3M | Buy |
80,493
+1,461
| +2% | +$41.8K | 0.07% | 279 |
|
|
2023
Q2 | $2.4M | Buy |
79,032
+265
| +0.3% | +$8.04K | 0.08% | 260 |
|
|
2023
Q1 | $2.69M | Buy |
78,767
+19,009
| +32% | +$648K | 0.11% | 207 |
|
|
2022
Q4 | $2.57M | Buy |
59,758
+21,137
| +55% | +$910K | 0.13% | 181 |
|
|
2022
Q3 | $1.68M | Buy |
38,621
+447
| +1% | +$19.5K | 0.1% | 231 |
|
|
2022
Q2 | $1.81M | Buy |
38,174
+5,091
| +15% | +$242K | 0.1% | 236 |
|
|
2022
Q1 | $1.88M | Sell |
33,083
-2,217
| -6% | -$126K | 0.09% | 232 |
|
|
2021
Q4 | $2.07M | Buy |
35,300
+4,658
| +15% | +$273K | 0.1% | 217 |
|
|
2021
Q3 | $1.8M | Buy |
30,642
+6,092
| +25% | +$357K | 0.1% | 224 |
|
|
2021
Q2 | $1.36M | Sell |
24,550
-1,001
| -4% | -$55.6K | 0.08% | 266 |
|
|
2021
Q1 | $1.49M | Buy |
25,551
+167
| +0.7% | +$9.74K | 0.1% | 219 |
|
|
2020
Q4 | $1.2M | Sell |
25,384
-397
| -2% | -$18.8K | 0.09% | 233 |
|
|
2020
Q3 | $981K | Buy |
+25,781
| New | +$981K | 0.09% | 243 |
|