Key Financial Inc’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 | $7.48K | Hold |
174
| – | – | ﹤0.01% | 933 |
|
|
2025
Q1 | $7.16K | Hold |
174
| – | – | ﹤0.01% | 904 |
|
|
2024
Q4 | $7.55K | Hold |
174
| – | – | ﹤0.01% | 882 |
|
|
2024
Q3 | $7.44K | Buy |
174
+18
| +12% | +$770 | ﹤0.01% | 867 |
|
|
2024
Q2 | $6.06K | Hold |
156
| – | – | ﹤0.01% | 903 |
|
|
2024
Q1 | $6.08K | Hold |
156
| – | – | ﹤0.01% | 889 |
|
|
2023
Q4 | $5.76K | Sell |
156
-162
| -51% | -$5.98K | ﹤0.01% | 882 |
|
|
2023
Q3 | $9.1K | Sell |
318
-176
| -36% | -$5.04K | ﹤0.01% | 744 |
|
|
2023
Q2 | $15K | Buy |
494
+176
| +55% | +$5.34K | 0.01% | 645 |
|
|
2023
Q1 | $10.8K | Hold |
318
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $13.8K | Hold |
318
| – | – | 0.01% | 562 |
|
|
2022
Q3 | $14K | Buy |
318
+162
| +104% | +$7.13K | 0.01% | 567 |
|
|
2022
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 701 |
|
|
2022
Q1 | $9K | Hold |
156
| – | – | ﹤0.01% | 673 |
|
|
2021
Q4 | $9K | Hold |
156
| – | – | ﹤0.01% | 617 |
|
|
2021
Q3 | $9K | Buy |
156
+58
| +59% | +$3.35K | 0.01% | 609 |
|
|
2021
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $6K | Hold |
98
| – | – | ﹤0.01% | 578 |
|
|
2020
Q4 | $5K | Buy |
+98
| New | +$5K | ﹤0.01% | 564 |
|
|
2020
Q2 | – | Sell |
-187
| Closed | -$6K | – | 569 |
|
|
2020
Q1 | $6K | Buy |
+187
| New | +$6K | 0.01% | 494 |
|