Klingman & Associates’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 | $580K | Buy |
13,503
+1,747
| +15% | +$75.1K | 0.03% | 156 |
|
|
2025
Q1 | $484K | Buy |
11,756
+248
| +2% | +$10.2K | 0.03% | 160 |
|
|
2024
Q4 | $499K | Sell |
11,508
-39
| -0.3% | -$1.69K | 0.03% | 151 |
|
|
2024
Q3 | $494K | Hold |
11,547
| – | – | 0.03% | 158 |
|
|
2024
Q2 | $449K | Buy |
11,547
+290
| +3% | +$11.3K | 0.03% | 146 |
|
|
2024
Q1 | $439K | Buy |
11,257
+45
| +0.4% | +$1.75K | 0.03% | 154 |
|
|
2023
Q4 | $414K | Buy |
11,212
+661
| +6% | +$24.4K | 0.03% | 151 |
|
|
2023
Q3 | $302K | Sell |
10,551
-303
| -3% | -$8.67K | 0.02% | 177 |
|
|
2023
Q2 | $329K | Buy |
+10,854
| New | +$329K | 0.03% | 164 |
|
|
2022
Q3 | – | Sell |
-4,360
| Closed | -$207K | – | 200 |
|
|
2022
Q2 | $207K | Sell |
4,360
-74
| -2% | -$3.51K | 0.02% | 184 |
|
|
2022
Q1 | $251K | Buy |
4,434
+74
| +2% | +$4.19K | 0.02% | 177 |
|
|
2021
Q4 | $255K | Sell |
4,360
-27
| -0.6% | -$1.58K | 0.02% | 157 |
|
|
2021
Q3 | $257K | Sell |
4,387
-112
| -2% | -$6.56K | 0.02% | 145 |
|
|
2021
Q2 | $250K | Sell |
4,499
-1,786
| -28% | -$99.2K | 0.02% | 142 |
|
|
2021
Q1 | $367K | Buy |
6,285
+1,777
| +39% | +$104K | 0.04% | 115 |
|
|
2020
Q4 | $216K | Buy |
+4,508
| New | +$216K | 0.02% | 147 |
|
|
2020
Q1 | – | Sell |
-3,735
| Closed | -$210K | – | 138 |
|
|
2019
Q4 | $210K | Buy |
+3,735
| New | +$210K | 0.03% | 131 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$75K | – | 293 |
|
|
2016
Q3 | $75K | Hold |
2,000
| – | – | 0.02% | 157 |
|
|
2016
Q2 | $71K | Hold |
2,000
| – | – | 0.02% | 164 |
|
|
2016
Q1 | $67K | Hold |
2,000
| – | – | 0.02% | 175 |
|
|
2015
Q4 | $76K | Hold |
2,000
| – | – | 0.03% | 187 |
|
|
2015
Q3 | $71K | Hold |
2,000
| – | – | 0.03% | 188 |
|
|
2015
Q2 | $81K | Hold |
2,000
| – | – | 0.03% | 151 |
|
|
2015
Q1 | $78K | Hold |
2,000
| – | – | 0.03% | 145 |
|
|
2014
Q4 | $77K | Buy |
+2,000
| New | +$77K | 0.03% | 147 |
|