Kingsview Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
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|
2025
Q1 | $6.36M | Sell |
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|
2024
Q4 | $6.74M | Buy |
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|
2024
Q3 | $6.6M | Buy |
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|
2024
Q2 | $5.86M | Buy |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $2.52M | Sell |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $5.59M | Buy |
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|
2022
Q4 | $5.79M | Buy |
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|
2022
Q3 | $5.85M | Buy |
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|
2022
Q2 | $4.8M | Buy |
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|
2022
Q1 | $4.51M | Sell |
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|
2021
Q4 | $5.06M | Sell |
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|
2021
Q3 | $6.18M | Sell |
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|
2021
Q2 | $5.97M | Sell |
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|
2021
Q1 | $6.33M | Buy |
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|
2020
Q4 | $4.2M | Buy |
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|
2020
Q3 | $3.31M | Sell |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $2.66M | Buy |
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|
2019
Q4 | $4.84M | Buy |
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|
2019
Q3 | $4.33M | Buy |
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|
2019
Q2 | $3.59M | Buy |
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|
2019
Q1 | $3.06M | Buy |
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|
2018
Q4 | $2.85M | Sell |
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|
2018
Q3 | $3.19M | Hold |
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|
2018
Q2 | $3.32M | Sell |
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|
2018
Q1 | $3.42M | Buy |
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