KWM
Kingsview Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
160,767
+6,226
| +4% | +$268K | 0.12% | 188 |
|
|
2025
Q1 | $6.36M | Sell |
154,541
-748
| -0.5% | -$30.8K | 0.12% | 179 |
|
|
2024
Q4 | $6.74M | Buy |
155,289
+947
| +0.6% | +$41.1K | 0.13% | 165 |
|
|
2024
Q3 | $6.6M | Buy |
154,342
+3,491
| +2% | +$149K | 0.14% | 159 |
|
|
2024
Q2 | $5.86M | Buy |
150,851
+76,005
| +102% | +$2.95M | 0.14% | 165 |
|
|
2024
Q1 | $2.92M | Buy |
74,846
+6,640
| +10% | +$259K | 0.07% | 252 |
|
|
2023
Q4 | $2.52M | Sell |
68,206
-7,926
| -10% | -$293K | 0.08% | 235 |
|
|
2023
Q3 | $2.18M | Sell |
76,132
-24,789
| -25% | -$709K | 0.08% | 263 |
|
|
2023
Q2 | $3.06M | Sell |
100,921
-63,066
| -38% | -$1.91M | 0.12% | 185 |
|
|
2023
Q1 | $5.59M | Buy |
163,987
+29,473
| +22% | +$1.01M | 0.23% | 94 |
|
|
2022
Q4 | $5.79M | Buy |
134,514
+155
| +0.1% | +$6.67K | 0.25% | 98 |
|
|
2022
Q3 | $5.85M | Buy |
134,359
+33,169
| +33% | +$1.44M | 0.28% | 89 |
|
|
2022
Q2 | $4.8M | Buy |
101,190
+21,615
| +27% | +$1.03M | 0.23% | 110 |
|
|
2022
Q1 | $4.51M | Sell |
79,575
-6,831
| -8% | -$387K | 0.2% | 119 |
|
|
2021
Q4 | $5.06M | Sell |
86,406
-18,987
| -18% | -$1.11M | 0.21% | 107 |
|
|
2021
Q3 | $6.18M | Sell |
105,393
-712
| -0.7% | -$41.8K | 0.29% | 77 |
|
|
2021
Q2 | $5.97M | Sell |
106,105
-1,172
| -1% | -$66K | 0.3% | 71 |
|
|
2021
Q1 | $6.34M | Buy |
107,277
+19,698
| +22% | +$1.16M | 0.36% | 62 |
|
|
2020
Q4 | $4.2M | Buy |
87,579
+621
| +0.7% | +$29.8K | 0.3% | 77 |
|
|
2020
Q3 | $3.31M | Sell |
86,958
-119
| -0.1% | -$4.53K | 0.3% | 84 |
|
|
2020
Q2 | $3.27M | Buy |
87,077
+816
| +0.9% | +$30.6K | 0.33% | 77 |
|
|
2020
Q1 | $2.66M | Buy |
86,261
+244
| +0.3% | +$7.52K | 0.36% | 81 |
|
|
2019
Q4 | $4.84M | Buy |
86,017
+4,794
| +6% | +$270K | 0.61% | 39 |
|
|
2019
Q3 | $4.34M | Buy |
81,223
+8,214
| +11% | +$438K | 0.68% | 39 |
|
|
2019
Q2 | $3.59M | Buy |
73,009
+7,176
| +11% | +$353K | 0.6% | 45 |
|
|
2019
Q1 | $3.06M | Buy |
65,833
+151
| +0.2% | +$7.03K | 0.47% | 54 |
|
|
2018
Q4 | $2.85M | Sell |
65,682
-51
| -0.1% | -$2.21K | 0.62% | 45 |
|
|
2018
Q3 | $3.19M | Hold |
65,733
| – | – | 0.65% | 39 |
|
|
2018
Q2 | $3.32M | Sell |
65,733
-80
| -0.1% | -$4.04K | 0.79% | 30 |
|
|
2018
Q1 | $3.43M | Buy |
+65,813
| New | +$3.43M | 0.85% | 27 |
|