Klingman & Associates’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
Q3 | $621K | Buy |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $494K | Hold |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $329K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $75K | Hold |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $76K | Hold |
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|
2015
Q3 | $71K | Hold |
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|
2015
Q2 | $81K | Hold |
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|
2015
Q1 | $78K | Hold |
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|
2014
Q4 | $77K | Buy |
|