Luther King Capital Management (LKCM)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
122,979
+73,823
| +150% | +$3.17M | 0.02% | 240 |
|
|
2025
Q1 | $2.02M | Sell |
49,156
-21
| -0% | -$864 | 0.01% | 322 |
|
|
2024
Q4 | $2.13M | Sell |
49,177
-16,816
| -25% | -$729K | 0.01% | 316 |
|
|
2024
Q3 | $2.82M | Buy |
65,993
+197
| +0.3% | +$8.43K | 0.01% | 289 |
|
|
2024
Q2 | $2.56M | Sell |
65,796
-2,280
| -3% | -$88.6K | 0.01% | 290 |
|
|
2024
Q1 | $2.65M | Sell |
68,076
-628
| -0.9% | -$24.5K | 0.01% | 295 |
|
|
2023
Q4 | $2.54M | Sell |
68,704
-7,313
| -10% | -$270K | 0.01% | 295 |
|
|
2023
Q3 | $2.17M | Sell |
76,017
-3,423
| -4% | -$97.9K | 0.01% | 308 |
|
|
2023
Q2 | $2.41M | Sell |
79,440
-457,826
| -85% | -$13.9M | 0.01% | 303 |
|
|
2023
Q1 | $18.3M | Sell |
537,266
-403,656
| -43% | -$13.8M | 0.1% | 120 |
|
|
2022
Q4 | $40.5M | Sell |
940,922
-144,524
| -13% | -$6.22M | 0.22% | 94 |
|
|
2022
Q3 | $47.3M | Sell |
1,085,446
-116,073
| -10% | -$5.05M | 0.28% | 86 |
|
|
2022
Q2 | $57M | Sell |
1,201,519
-37,639
| -3% | -$1.79M | 0.32% | 82 |
|
|
2022
Q1 | $70.3M | Buy |
1,239,158
+8,622
| +0.7% | +$489K | 0.34% | 77 |
|
|
2021
Q4 | $72M | Buy |
1,230,536
+16,504
| +1% | +$966K | 0.33% | 78 |
|
|
2021
Q3 | $71.2M | Sell |
1,214,032
-9,634
| -0.8% | -$565K | 0.35% | 77 |
|
|
2021
Q2 | $67.9M | Sell |
1,223,666
-28,849
| -2% | -$1.6M | 0.33% | 80 |
|
|
2021
Q1 | $73M | Buy |
1,252,515
+1,501
| +0.1% | +$87.5K | 0.39% | 72 |
|
|
2020
Q4 | $60M | Buy |
1,251,014
+2,441
| +0.2% | +$117K | 0.34% | 76 |
|
|
2020
Q3 | $47.5M | Sell |
1,248,573
-13,320
| -1% | -$507K | 0.3% | 78 |
|
|
2020
Q2 | $47.4M | Sell |
1,261,893
-62,987
| -5% | -$2.37M | 0.33% | 75 |
|
|
2020
Q1 | $40.9M | Sell |
1,324,880
-180,668
| -12% | -$5.57M | 0.35% | 73 |
|
|
2019
Q4 | $84.8M | Buy |
1,505,548
+1,499,348
| +24,183% | +$84.4M | 0.57% | 56 |
|
|
2019
Q3 | $331K | Sell |
6,200
-500
| -7% | -$26.7K | ﹤0.01% | 455 |
|
|
2019
Q2 | $329K | Buy |
6,700
+500
| +8% | +$24.6K | ﹤0.01% | 447 |
|
|
2019
Q1 | $288K | Sell |
6,200
-72
| -1% | -$3.35K | ﹤0.01% | 463 |
|
|
2018
Q4 | $272K | Buy |
6,272
+72
| +1% | +$3.12K | ﹤0.01% | 462 |
|
|
2018
Q3 | $301K | Buy |
+6,200
| New | +$301K | ﹤0.01% | 469 |
|
|
2017
Q2 | – | Sell |
-4,969
| Closed | -$222K | – | 518 |
|
|
2017
Q1 | $222K | Buy |
+4,969
| New | +$222K | ﹤0.01% | 491 |
|