McKinley Carter Wealth Services’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 | $537K | Sell |
12,493
-7,164
| -36% | -$308K | 0.03% | 208 |
|
|
2025
Q1 | $809K | Buy |
19,657
+305
| +2% | +$12.6K | 0.05% | 170 |
|
|
2024
Q4 | $840K | Sell |
19,352
-1,058
| -5% | -$45.9K | 0.05% | 167 |
|
|
2024
Q3 | $873K | Sell |
20,410
-6
| -0% | -$257 | 0.05% | 171 |
|
|
2024
Q2 | $793K | Sell |
20,416
-2,322
| -10% | -$90.2K | 0.05% | 173 |
|
|
2024
Q1 | $886K | Buy |
22,738
+14,836
| +188% | +$578K | 0.06% | 161 |
|
|
2023
Q4 | $292K | Sell |
7,902
-2,176
| -22% | -$80.3K | 0.02% | 251 |
|
|
2023
Q3 | $288K | Buy |
10,078
+7
| +0.1% | +$200 | 0.02% | 249 |
|
|
2023
Q2 | $306K | Buy |
10,071
+7
| +0.1% | +$212 | 0.02% | 248 |
|
|
2023
Q1 | $343K | Sell |
10,064
-3,511
| -26% | -$120K | 0.03% | 241 |
|
|
2022
Q4 | $584K | Buy |
13,575
+4,205
| +45% | +$181K | 0.05% | 186 |
|
|
2022
Q3 | $408K | Sell |
9,370
-1,688
| -15% | -$73.5K | 0.04% | 206 |
|
|
2022
Q2 | $524K | Buy |
11,058
+6,941
| +169% | +$329K | 0.05% | 192 |
|
|
2022
Q1 | $233K | Sell |
4,117
-2,913
| -41% | -$165K | 0.02% | 267 |
|
|
2021
Q4 | $412K | Buy |
+7,030
| New | +$412K | 0.03% | 211 |
|
|
2020
Q1 | – | Sell |
-4,843
| Closed | -$273K | – | 176 |
|
|
2019
Q4 | $273K | Buy |
+4,843
| New | +$273K | 0.06% | 141 |
|
|
2018
Q2 | – | Sell |
-960
| Closed | -$50K | – | 353 |
|
|
2018
Q1 | $50K | Buy |
+960
| New | +$50K | 0.02% | 260 |
|