Kovack 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
Q1 | – | Sell |
-6,468
| Closed | -$281K | – | 633 |
|
|
2024
Q4 | $281K | Sell |
6,468
-327
| -5% | -$14.2K | 0.03% | 467 |
|
|
2024
Q3 | $291K | Sell |
6,795
-1,501
| -18% | -$64.2K | 0.03% | 444 |
|
|
2024
Q2 | $322K | Sell |
8,296
-954
| -10% | -$37.1K | 0.04% | 404 |
|
|
2024
Q1 | $361K | Sell |
9,250
-113
| -1% | -$4.41K | 0.04% | 317 |
|
|
2023
Q4 | $346K | Buy |
9,363
+361
| +4% | +$13.3K | 0.04% | 386 |
|
|
2023
Q3 | $258K | Buy |
9,002
+463
| +5% | +$13.2K | 0.04% | 426 |
|
|
2023
Q2 | $259K | Buy |
8,539
+516
| +6% | +$15.7K | 0.03% | 449 |
|
|
2023
Q1 | $274K | Sell |
8,023
-919
| -10% | -$31.3K | 0.04% | 430 |
|
|
2022
Q4 | $385K | Sell |
8,942
-227
| -2% | -$9.77K | 0.06% | 338 |
|
|
2022
Q3 | $399K | Buy |
9,169
+134
| +1% | +$5.83K | 0.06% | 336 |
|
|
2022
Q2 | $429K | Buy |
9,035
+1,091
| +14% | +$51.8K | 0.06% | 360 |
|
|
2022
Q1 | $450K | Buy |
7,944
+3,604
| +83% | +$204K | 0.05% | 413 |
|
|
2021
Q4 | $254K | Buy |
4,340
+481
| +12% | +$28.2K | 0.02% | 578 |
|
|
2021
Q3 | $226K | Buy |
3,859
+134
| +4% | +$7.85K | 0.02% | 621 |
|
|
2021
Q2 | $207K | Buy |
+3,725
| New | +$207K | 0.02% | 634 |
|
|
2020
Q2 | – | Sell |
-11,809
| Closed | -$364K | – | 506 |
|
|
2020
Q1 | $364K | Sell |
11,809
-11,358
| -49% | -$350K | 0.08% | 249 |
|
|
2019
Q4 | $1.31M | Buy |
23,167
+3,483
| +18% | +$196K | 0.23% | 104 |
|
|
2019
Q3 | $1.05M | Sell |
19,684
-406
| -2% | -$21.7K | 0.22% | 120 |
|
|
2019
Q2 | $987K | Buy |
20,090
+10,472
| +109% | +$514K | 0.23% | 112 |
|
|
2019
Q1 | $448K | Sell |
9,618
-106
| -1% | -$4.94K | 0.11% | 213 |
|
|
2018
Q4 | $421K | Sell |
9,724
-164
| -2% | -$7.1K | 0.12% | 190 |
|
|
2018
Q3 | $480K | Buy |
9,888
+319
| +3% | +$15.5K | 0.12% | 200 |
|
|
2018
Q2 | $483K | Buy |
+9,569
| New | +$483K | 0.13% | 182 |
|