Keystone Financial Group (Kentucky)’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 | $372K | Buy |
8,665
+2,022
| +30% | +$86.9K | 0.03% | 272 |
|
|
2025
Q1 | $273K | Sell |
6,643
-155
| -2% | -$6.38K | 0.03% | 315 |
|
|
2024
Q4 | $296K | Buy |
6,798
+22
| +0.3% | +$957 | 0.03% | 301 |
|
|
2024
Q3 | $290K | Buy |
6,776
+554
| +9% | +$23.7K | 0.04% | 285 |
|
|
2024
Q2 | $242K | Buy |
6,222
+134
| +2% | +$5.21K | 0.09% | 143 |
|
|
2024
Q1 | $237K | Buy |
+6,088
| New | +$237K | 0.03% | 295 |
|
|
2022
Q3 | – | Sell |
-4,658
| Closed | -$221K | – | 301 |
|
|
2022
Q2 | $221K | Buy |
4,658
+194
| +4% | +$9.2K | 0.04% | 256 |
|
|
2022
Q1 | $253K | Buy |
4,464
+1,000
| +29% | +$56.7K | 0.04% | 253 |
|
|
2021
Q4 | $203K | Hold |
3,464
| – | – | 0.03% | 292 |
|
|
2021
Q3 | $203K | Buy |
+3,464
| New | +$203K | 0.04% | 277 |
|
|
2020
Q1 | – | Sell |
-3,775
| Closed | -$213K | – | 246 |
|
|
2019
Q4 | $213K | Buy |
+3,775
| New | +$213K | 0.06% | 231 |
|