Cambridge Investment Research Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
372,423
+18,733
| +5% | +$805K | 0.05% | 391 |
|
|
2025
Q1 | $14.6M | Buy |
353,690
+13,886
| +4% | +$571K | 0.05% | 383 |
|
|
2024
Q4 | $14.7M | Buy |
339,804
+16,494
| +5% | +$716K | 0.05% | 367 |
|
|
2024
Q3 | $13.8M | Sell |
323,310
-30,813
| -9% | -$1.32M | 0.05% | 389 |
|
|
2024
Q2 | $13.8M | Sell |
354,123
-6,453
| -2% | -$251K | 0.05% | 370 |
|
|
2024
Q1 | $14.1M | Sell |
360,576
-17,184
| -5% | -$670K | 0.05% | 344 |
|
|
2023
Q4 | $13.9M | Buy |
377,760
+32,983
| +10% | +$1.22M | 0.06% | 309 |
|
|
2023
Q3 | $9.86M | Buy |
344,777
+33,405
| +11% | +$956K | 0.05% | 385 |
|
|
2023
Q2 | $9.45M | Buy |
311,372
+29,906
| +11% | +$908K | 0.04% | 403 |
|
|
2023
Q1 | $9.6M | Buy |
281,466
+17,779
| +7% | +$606K | 0.05% | 382 |
|
|
2022
Q4 | $11.3M | Buy |
263,687
+688
| +0.3% | +$29.6K | 0.06% | 330 |
|
|
2022
Q3 | $11.5M | Buy |
262,999
+12,951
| +5% | +$564K | 0.06% | 291 |
|
|
2022
Q2 | $11.9M | Sell |
250,048
-56,324
| -18% | -$2.67M | 0.06% | 296 |
|
|
2022
Q1 | $17.4M | Buy |
306,372
+16,666
| +6% | +$945K | 0.08% | 247 |
|
|
2021
Q4 | $17M | Buy |
289,706
+12,473
| +4% | +$730K | 0.08% | 244 |
|
|
2021
Q3 | $16.3M | Buy |
277,233
+74,877
| +37% | +$4.39M | 0.08% | 244 |
|
|
2021
Q2 | $11.2M | Buy |
202,356
+5,318
| +3% | +$295K | 0.05% | 334 |
|
|
2021
Q1 | $11.5M | Buy |
197,038
+907
| +0.5% | +$52.9K | 0.06% | 295 |
|
|
2020
Q4 | $9.4M | Sell |
196,131
-22,079
| -10% | -$1.06M | 0.06% | 320 |
|
|
2020
Q3 | $8.3M | Buy |
218,210
+37,683
| +21% | +$1.43M | 0.06% | 317 |
|
|
2020
Q2 | $6.78M | Buy |
180,527
+4,133
| +2% | +$155K | 0.05% | 342 |
|
|
2020
Q1 | $5.44M | Buy |
176,394
+2,513
| +1% | +$77.5K | 0.05% | 343 |
|
|
2019
Q4 | $9.79M | Buy |
173,881
+47,629
| +38% | +$2.68M | 0.08% | 250 |
|
|
2019
Q3 | $6.74M | Sell |
126,252
-29,884
| -19% | -$1.59M | 0.06% | 313 |
|
|
2019
Q2 | $7.67M | Buy |
156,136
+7,270
| +5% | +$357K | 0.07% | 270 |
|
|
2019
Q1 | $6.93M | Buy |
148,866
+31,021
| +26% | +$1.44M | 0.07% | 275 |
|
|
2018
Q4 | $5.11M | Buy |
117,845
+18,073
| +18% | +$783K | 0.06% | 319 |
|
|
2018
Q3 | $4.84M | Buy |
99,772
+13,376
| +15% | +$649K | 0.05% | 382 |
|
|
2018
Q2 | $4.36M | Sell |
86,396
-18,785
| -18% | -$948K | 0.05% | 379 |
|
|
2018
Q1 | $5.47M | Buy |
105,181
+26,152
| +33% | +$1.36M | 0.06% | 299 |
|
|
2017
Q4 | $3.93M | Buy |
79,029
+9,112
| +13% | +$453K | 0.05% | 371 |
|
|
2017
Q3 | $3.28M | Sell |
69,917
-5,254
| -7% | -$247K | 0.04% | 379 |
|
|
2017
Q2 | $3.41M | Buy |
+75,171
| New | +$3.41M | 0.05% | 343 |
|
|
2016
Q4 | – | Sell |
-146,678
| Closed | -$5.53M | – | 1806 |
|
|
2016
Q3 | $5.53M | Buy |
+146,678
| New | +$5.53M | 0.1% | 178 |
|
|
2016
Q2 | – | Sell |
-136,526
| Closed | -$4.54M | – | 1673 |
|
|
2016
Q1 | $4.54M | Buy |
136,526
+725
| +0.5% | +$24.1K | 0.1% | 185 |
|
|
2015
Q4 | $5.14M | Buy |
+135,801
| New | +$5.14M | 0.12% | 156 |
|
|
2015
Q3 | – | Sell |
-121,289
| Closed | -$4.89M | – | 1577 |
|
|
2015
Q2 | $4.89M | Buy |
121,289
+3,691
| +3% | +$149K | 0.14% | 153 |
|
|
2015
Q1 | $4.59M | Sell |
117,598
-1,019
| -0.9% | -$39.7K | 0.13% | 159 |
|
|
2014
Q4 | $4.61M | Sell |
118,617
-4,339
| -4% | -$169K | 0.14% | 141 |
|
|
2014
Q3 | $4.58M | Buy |
122,956
+7,301
| +6% | +$272K | 0.13% | 156 |
|
|
2014
Q2 | $4.56M | Sell |
115,655
-633
| -0.5% | -$25K | 0.16% | 128 |
|
|
2014
Q1 | $4.67M | Sell |
116,288
-2,549
| -2% | -$102K | 0.18% | 118 |
|
|
2013
Q4 | $4.44M | Buy |
118,837
+5,768
| +5% | +$215K | 0.18% | 116 |
|
|
2013
Q3 | $3.82M | Buy |
113,069
+49,484
| +78% | +$1.67M | 0.17% | 126 |
|
|
2013
Q2 | $2.15M | Buy |
+63,585
| New | +$2.15M | 0.11% | 185 |
|