UCMOK
United Capital Management of KS’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
129,105
+3,485
| +3% | +$150K | 0.87% | 42 |
|
|
2025
Q1 | $5.17M | Buy |
125,620
+3,381
| +3% | +$139K | 1.07% | 35 |
|
|
2024
Q4 | $5.3M | Buy |
122,239
+11,078
| +10% | +$481K | 0.96% | 35 |
|
|
2024
Q3 | $4.75M | Buy |
111,161
+2,244
| +2% | +$96K | 1.03% | 36 |
|
|
2024
Q2 | $4.23M | Buy |
108,917
+1,078
| +1% | +$41.9K | 0.93% | 35 |
|
|
2024
Q1 | $4.2M | Buy |
107,839
+3,934
| +4% | +$153K | 0.96% | 39 |
|
|
2023
Q4 | $3.84M | Buy |
103,905
+940
| +0.9% | +$34.7K | 1.16% | 35 |
|
|
2023
Q3 | $2.95M | Buy |
102,965
+2,004
| +2% | +$57.3K | 1% | 39 |
|
|
2023
Q2 | $3.06M | Buy |
100,961
+40,841
| +68% | +$1.24M | 0.98% | 38 |
|
|
2023
Q1 | $2.05M | Buy |
60,120
+5,705
| +10% | +$195K | 0.76% | 47 |
|
|
2022
Q4 | $2.34M | Buy |
54,415
+4,771
| +10% | +$205K | 0.97% | 40 |
|
|
2022
Q3 | $2.16M | Buy |
49,644
+1,152
| +2% | +$50.1K | 1.01% | 41 |
|
|
2022
Q2 | $2.3M | Buy |
48,492
+2,829
| +6% | +$134K | 1.08% | 44 |
|
|
2022
Q1 | $2.59M | Buy |
45,663
+1,658
| +4% | +$94K | 1% | 45 |
|
|
2021
Q4 | $2.58M | Buy |
+44,005
| New | +$2.58M | 0.96% | 47 |
|