Koshinski Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
13,504
+1,382
| +11% | +$59.4K | 0.04% | 367 |
|
|
2025
Q1 | $499K | Buy |
12,122
+1,297
| +12% | +$53.4K | 0.04% | 375 |
|
|
2024
Q4 | $470M | Buy |
10,825
+225
| +2% | +$9.76M | 0.04% | 387 |
|
|
2024
Q3 | $453K | Sell |
10,600
-1,572
| -13% | -$67.2K | 0.04% | 399 |
|
|
2024
Q2 | $474K | Buy |
12,172
+820
| +7% | +$31.9K | 0.04% | 357 |
|
|
2024
Q1 | $443K | Buy |
+11,352
| New | +$443K | 0.05% | 343 |
|
|
2023
Q4 | – | Sell |
-13,220
| Closed | -$378K | – | 633 |
|
|
2023
Q3 | $378K | Buy |
13,220
+1,487
| +13% | +$42.5K | 0.04% | 386 |
|
|
2023
Q2 | $356K | Sell |
11,733
-2,996
| -20% | -$90.9K | 0.04% | 420 |
|
|
2023
Q1 | $502K | Buy |
14,729
+843
| +6% | +$28.7K | 0.05% | 326 |
|
|
2022
Q4 | $598K | Buy |
13,886
+1,261
| +10% | +$54.3K | 0.06% | 322 |
|
|
2022
Q3 | $550K | Buy |
12,625
+542
| +4% | +$23.6K | 0.07% | 302 |
|
|
2022
Q2 | $573K | Sell |
12,083
-567
| -4% | -$26.9K | 0.06% | 338 |
|
|
2022
Q1 | $717K | Buy |
12,650
+3,233
| +34% | +$183K | 0.06% | 313 |
|
|
2021
Q4 | $551K | Sell |
9,417
-437
| -4% | -$25.6K | 0.04% | 385 |
|
|
2021
Q3 | $578K | Buy |
9,854
+963
| +11% | +$56.5K | 0.05% | 370 |
|
|
2021
Q2 | $493K | Sell |
8,891
-180
| -2% | -$9.98K | 0.06% | 335 |
|
|
2021
Q1 | $529K | Sell |
9,071
-378
| -4% | -$22K | 0.06% | 351 |
|
|
2020
Q4 | $453K | Buy |
9,449
+522
| +6% | +$25K | 0.06% | 339 |
|
|
2020
Q3 | $388 | Buy |
8,927
+3,477
| +64% | +$151 | 0.05% | 347 |
|
|
2020
Q2 | $205K | Sell |
5,450
-1,221
| -18% | -$45.9K | 0.03% | 458 |
|
|
2020
Q1 | $206K | Buy |
6,671
+875
| +15% | +$27K | 0.04% | 419 |
|
|
2019
Q4 | $327K | Buy |
+5,796
| New | +$327K | 0.06% | 392 |
|
|
2018
Q1 | – | Sell |
-8,985
| Closed | -$447K | – | 419 |
|
|
2017
Q4 | $447K | Buy |
8,985
+423
| +5% | +$21K | 0.11% | 271 |
|
|
2017
Q3 | $402K | Buy |
8,562
+501
| +6% | +$23.5K | 0.13% | 236 |
|
|
2017
Q2 | $366K | Sell |
8,061
-498
| -6% | -$22.6K | 0.13% | 234 |
|
|
2017
Q1 | $383K | Buy |
8,559
+692
| +9% | +$31K | 0.15% | 201 |
|
|
2016
Q4 | $370K | Buy |
7,867
+501
| +7% | +$23.6K | 0.18% | 181 |
|
|
2016
Q3 | $278K | Buy |
7,366
+1
| +0% | +$38 | 0.14% | 227 |
|
|
2016
Q2 | $262K | Buy |
7,365
+1
| +0% | +$36 | 0.14% | 219 |
|
|
2016
Q1 | $245K | Buy |
7,364
+2
| +0% | +$67 | 0.16% | 187 |
|
|
2015
Q4 | $278K | Sell |
7,362
-8,499
| -54% | -$321K | 0.19% | 156 |
|
|
2015
Q3 | $688K | Buy |
15,861
+8,918
| +128% | +$387K | 0.44% | 61 |
|
|
2015
Q2 | $280K | Sell |
6,943
-125
| -2% | -$5.04K | 0.18% | 167 |
|
|
2015
Q1 | $276K | Buy |
7,068
+2
| +0% | +$78 | 0.18% | 169 |
|
|
2014
Q4 | $275K | Buy |
+7,066
| New | +$275K | 0.16% | 174 |
|