Kingfisher Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,657
| Closed | -$220K | – | 175 |
|
|
2024
Q2 | $220K | Hold |
5,657
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $221K | Sell |
5,657
-1,082
| -16% | -$39.6K | 0.05% | 155 |
|
|
2023
Q4 | $249K | Sell |
6,739
-754
| -10% | -$23.7K | 0.06% | 148 |
|
|
2023
Q3 | $214K | Buy |
7,493
+38
| +0.5% | +$1.17K | 0.06% | 151 |
|
|
2023
Q2 | $226K | Buy |
7,455
+287
| +4% | +$8.91K | 0.06% | 156 |
|
|
2023
Q1 | $244K | Sell |
7,168
-826
| -10% | -$36.1K | 0.06% | 151 |
|
|
2022
Q4 | $344K | Sell |
7,994
-1,196
| -13% | -$52.5K | 0.09% | 133 |
|
|
2022
Q3 | $400K | Sell |
9,190
-29
| -0.3% | -$1.4K | 0.11% | 130 |
|
|
2022
Q2 | $437K | Buy |
9,219
+29
| +0.3% | +$1.43K | 0.12% | 126 |
|
|
2022
Q1 | $521K | Buy |
9,190
+673
| +8% | +$41.6K | 0.13% | 129 |
|
|
2021
Q4 | $499K | Buy |
8,517
+29
| +0.3% | +$1.77K | 0.12% | 141 |
|
|
2021
Q3 | $497K | Buy |
8,488
+29
| +0.3% | +$1.62K | 0.13% | 134 |
|
|
2021
Q2 | $469K | Buy |
8,459
+25
| +0.3% | +$1.47K | 0.12% | 142 |
|
|
2021
Q1 | $492K | Sell |
8,434
-743
| -8% | -$40.7K | 0.14% | 140 |
|
|
2020
Q4 | $440K | Buy |
9,177
+39
| +0.4% | +$1.77K | 0.13% | 135 |
|
|
2020
Q3 | $348K | Sell |
9,138
-452
| -5% | -$17K | 0.13% | 130 |
|
|
2020
Q2 | $360K | Buy |
9,590
+549
| +6% | +$19.8K | 0.16% | 119 |
|
|
2020
Q1 | $279K | Sell |
9,041
-873
| -9% | -$41.3K | 0.14% | 125 |
|
|
2019
Q4 | $558K | Buy |
9,914
+40
| +0.4% | +$2.17K | 0.26% | 105 |
|
|
2019
Q3 | $527K | Buy |
9,874
+46
| +0.5% | +$2.28K | 0.31% | 97 |
|
|
2019
Q2 | $483K | Buy |
9,828
+41
| +0.4% | +$2.01K | 0.3% | 87 |
|
|
2019
Q1 | $455K | Sell |
9,787
-1,150
| -11% | -$56.1K | 0.29% | 88 |
|
|
2018
Q4 | $474K | Buy |
10,937
+2
| +0% | +$96 | 0.34% | 86 |
|
|
2018
Q3 | $531K | Buy |
10,935
+13
| +0.1% | +$667 | 0.29% | 87 |
|
|
2018
Q2 | $551K | Sell |
10,922
-616
| -5% | -$32.7K | 0.35% | 88 |
|
|
2018
Q1 | $600K | Buy |
11,538
+113
| +1% | +$6.09K | 0.38% | 85 |
|
|
2017
Q4 | $568K | Buy |
11,425
+72
| +0.6% | +$3.48K | 0.36% | 85 |
|
|
2017
Q3 | $533K | Buy |
11,353
+78
| +0.7% | +$3.59K | 0.35% | 84 |
|
|
2017
Q2 | $512K | Buy |
+11,275
| New | +$490K | 0.35% | 85 |
|
|
2017
Q1 | – | Sell |
-4,913
| Closed | -$231K | – | 121 |
|
|
2016
Q4 | $231K | Buy |
+4,913
| New | +$209K | 0.17% | 113 |
|
|
2016
Q1 | – | Sell |
-4,913
| Closed | -$186K | – | 245 |
|
|
2015
Q4 | $186K | Buy |
+4,913
| New | +$185K | 0.11% | 124 |
|
|
2014
Q3 | – | Sell |
-5,099
| Closed | -$201K | – | 157 |
|
|
2014
Q2 | $201K | Hold |
5,099
| – | – | 0.1% | 139 |
|
|
2014
Q1 | $205K | Sell |
5,099
-1,814
| -26% | -$69.4K | 0.11% | 142 |
|
|
2013
Q4 | $258K | Buy |
+6,913
| New | +$239K | 0.14% | 124 |
|
|
2013
Q3 | – | Sell |
-6,287
| Closed | -$213K | – | 142 |
|
|
2013
Q2 | $213K | Buy |
+6,287
| New | +$201K | 0.12% | 127 |
|
Other funds holding TFC
Kingfisher Capital's TFC Position: Q3 2024 in Review
Kingfisher Capital sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 5,657 shares — an estimated $220K sold.
Kingfisher Capital first reported a position in TFC in Q2 2013 and held it in 35 quarters. The position peaked at $600K in Q1 2018. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.
- Kingfisher Capital reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
- Kingfisher Capital sold 5,657 Truist Financial shares in Q3 2024, an estimated $220K.
- Kingfisher Capital first reported a position in Truist Financial in Q2 2013 and held it in 35 quarters.
- Kingfisher Capital's Truist Financial position peaked at $600K in Q1 2018.
- 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.
Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.