KLCM 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 | $14.6M | Sell |
340,018
-10,800
| -3% | -$464K | 1.55% | 19 |
|
|
2025
Q1 | $14.4M | Buy |
350,818
+2,350
| +0.7% | +$96.7K | 1.69% | 21 |
|
|
2024
Q4 | $15.1M | Sell |
348,468
-5,108
| -1% | -$222K | 1.75% | 19 |
|
|
2024
Q3 | $15.1M | Buy |
+353,576
| New | +$15.1M | 1.79% | 15 |
|
|
2015
Q3 | – | Sell |
-5,140
| Closed | -$207K | – | 123 |
|
|
2015
Q2 | $207K | Buy |
+5,140
| New | +$207K | 0.05% | 112 |
|