KG&L Capital Management’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 | $839K | Sell |
19,509
-6,070
| -24% | -$261K | 0.25% | 85 |
|
|
2025
Q1 | $1.05M | Buy |
25,579
+2,950
| +13% | +$121K | 0.34% | 67 |
|
|
2024
Q4 | $982K | Sell |
22,629
-300
| -1% | -$13K | 0.32% | 71 |
|
|
2024
Q3 | $981K | Hold |
22,929
| – | – | 0.32% | 71 |
|
|
2024
Q2 | $891K | Sell |
22,929
-1,990
| -8% | -$77.3K | 0.31% | 72 |
|
|
2024
Q1 | $971K | Sell |
24,919
-2,035
| -8% | -$79.3K | 0.39% | 57 |
|
|
2023
Q4 | $995K | Sell |
26,954
-1,347
| -5% | -$49.7K | 0.42% | 52 |
|
|
2023
Q3 | $810K | Buy |
28,301
+5,202
| +23% | +$149K | 0.39% | 55 |
|
|
2023
Q2 | $701K | Buy |
+23,099
| New | +$701K | 0.34% | 65 |
|
|
2020
Q1 | – | Sell |
-4,921
| Closed | -$277K | – | 98 |
|
|
2019
Q4 | $277K | Sell |
4,921
-1,171
| -19% | -$65.9K | 0.23% | 83 |
|
|
2019
Q3 | $325K | Sell |
6,092
-1,367
| -18% | -$72.9K | 0.29% | 69 |
|
|
2019
Q2 | $366K | Buy |
7,459
+439
| +6% | +$21.5K | 0.35% | 65 |
|
|
2019
Q1 | $328K | Sell |
7,020
-1,205
| -15% | -$56.3K | 0.33% | 67 |
|
|
2018
Q4 | $358K | Buy |
+8,225
| New | +$358K | 0.4% | 68 |
|