CFIA
Cantor Fitzgerald Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
437,087
+1,437
| +0.3% | +$61.8K | 1.33% | 19 |
|
|
2025
Q1 | $17.9M | Buy |
435,650
+19,286
| +5% | +$794K | 1.3% | 20 |
|
|
2024
Q4 | $18.1M | Buy |
416,364
+3,735
| +0.9% | +$162K | 1.25% | 25 |
|
|
2024
Q3 | $17.6M | Sell |
412,629
-473
| -0.1% | -$20.2K | 1.2% | 29 |
|
|
2024
Q2 | $16M | Sell |
413,102
-9,561
| -2% | -$371K | 1.24% | 32 |
|
|
2024
Q1 | $16.5M | Sell |
422,663
-4,824
| -1% | -$188K | 1.22% | 31 |
|
|
2023
Q4 | $15.8M | Buy |
+427,487
| New | +$15.8M | 1.22% | 32 |
|
|
2022
Q1 | $22.2M | Buy |
392,288
+191,769
| +96% | +$10.9M | 0.99% | 42 |
|
|
2021
Q4 | $11.7M | Buy |
200,519
+16
| +0% | +$937 | 0.71% | 37 |
|
|
2021
Q3 | $11.8M | Buy |
200,503
+953
| +0.5% | +$55.9K | 0.87% | 34 |
|
|
2021
Q2 | $11.1M | Buy |
+199,550
| New | +$11.1M | 0.81% | 35 |
|