Kingswood Wealth Advisors’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 | $696K | Buy |
16,185
+357
| +2% | +$15.3K | 0.05% | 337 |
|
|
2025
Q1 | $651K | Buy |
15,828
+1,238
| +8% | +$50.9K | 0.06% | 335 |
|
|
2024
Q4 | $633K | Sell |
14,590
-1,954
| -12% | -$84.8K | 0.05% | 373 |
|
|
2024
Q3 | $708K | Sell |
16,544
-4,032
| -20% | -$172K | 0.05% | 369 |
|
|
2024
Q2 | $799K | Buy |
20,576
+8,626
| +72% | +$335K | 0.07% | 279 |
|
|
2024
Q1 | $466K | Sell |
11,950
-108
| -0.9% | -$4.21K | 0.05% | 369 |
|
|
2023
Q4 | $445K | Buy |
+12,058
| New | +$445K | 0.05% | 374 |
|