M. Kulyk & 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 | $224K | Hold |
5,210
| – | – | 0.05% | 98 |
|
2025
Q1 | $214K | Hold |
5,210
| – | – | 0.05% | 95 |
|
2024
Q4 | $226K | Sell |
5,210
-16
| -0.3% | -$694 | 0.05% | 97 |
|
2024
Q3 | $224K | Sell |
5,226
-26
| -0.5% | -$1.11K | 0.04% | 103 |
|
2024
Q2 | $204K | Hold |
5,252
| – | – | 0.05% | 104 |
|
2024
Q1 | $205K | Buy |
+5,252
| New | +$205K | 0.05% | 104 |
|
2023
Q1 | – | Sell |
-5,298
| Closed | -$228K | – | 108 |
|
2022
Q4 | $228K | Sell |
5,298
-12
| -0.2% | -$516 | 0.08% | 95 |
|
2022
Q3 | $231K | Hold |
5,310
| – | – | 0.08% | 92 |
|
2022
Q2 | $252K | Sell |
5,310
-20
| -0.4% | -$949 | 0.08% | 85 |
|
2022
Q1 | $302K | Hold |
5,330
| – | – | 0.08% | 82 |
|
2021
Q4 | $312K | Sell |
5,330
-9
| -0.2% | -$527 | 0.08% | 78 |
|
2021
Q3 | $313K | Sell |
5,339
-19
| -0.4% | -$1.11K | 0.1% | 58 |
|
2021
Q2 | $297K | Hold |
5,358
| – | – | 0.11% | 57 |
|
2021
Q1 | $312K | Buy |
+5,358
| New | +$312K | 0.12% | 60 |
|