American Assets Investment Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.5M Hold
2025
Q1
$15.8M Hold
2024
Q4
$16.7M Hold
2024
Q3
$16.4M Hold
2024
Q2
$14.9M Hold
2024
Q1
$15M Hold
2023
Q4
$14.2M Hold
2023
Q3
$11M Buy
2023
Q2
$10.7M Hold
2023
Q1
$12.1M Hold
2022
Q4
$15.2M Hold
2022
Q3
$15.4M Hold
2022
Q2
$16.8M Hold
2022
Q1
$20.1M Hold
2021
Q4
$20.7M Hold
2021
Q3
$20.8M Buy
2021
Q2
$19.1M Hold
2021
Q1
$20.1M Hold
2020
Q4
$16.5M Buy
2020
Q3
$8.33M Buy
2020
Q2
$5.07M Buy
2020
Q1
$599K Hold
2019
Q4
$1.09M Buy