CIAS
Capital Investment Advisory Services’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
94,544
-4,994
| -5% | -$215K | 0.33% | 73 |
|
|
2025
Q1 | $4.1M | Sell |
99,538
-150,896
| -60% | -$6.21M | 0.37% | 65 |
|
|
2024
Q4 | $10.9M | Buy |
250,434
+1,832
| +0.7% | +$79.5K | 1.05% | 17 |
|
|
2024
Q3 | $10.6M | Sell |
248,602
-4,924
| -2% | -$211K | 1.01% | 18 |
|
|
2024
Q2 | $9.85M | Sell |
253,526
-936
| -0.4% | -$36.4K | 1.02% | 19 |
|
|
2024
Q1 | $9.92M | Sell |
254,462
-20,365
| -7% | -$794K | 1.06% | 16 |
|
|
2023
Q4 | $10.1M | Sell |
274,827
-10,932
| -4% | -$404K | 0.94% | 20 |
|
|
2023
Q3 | $8.18M | Sell |
285,759
-2,138
| -0.7% | -$61.2K | 0.8% | 19 |
|
|
2023
Q2 | $8.74M | Buy |
287,897
+48,124
| +20% | +$1.46M | 0.86% | 19 |
|
|
2023
Q1 | $8.18M | Buy |
239,773
+35,221
| +17% | +$1.2M | 0.97% | 16 |
|
|
2022
Q4 | $8.8M | Buy |
204,552
+10,280
| +5% | +$442K | 1.04% | 17 |
|
|
2022
Q3 | $8.46M | Buy |
194,272
+152,215
| +362% | +$6.63M | 1.1% | 16 |
|
|
2022
Q2 | $2M | Buy |
42,057
+13,104
| +45% | +$622K | 0.24% | 83 |
|
|
2022
Q1 | $1.64M | Sell |
28,953
-3,211
| -10% | -$182K | 0.18% | 114 |
|
|
2021
Q4 | $1.88M | Sell |
32,164
-2,439
| -7% | -$143K | 0.22% | 97 |
|
|
2021
Q3 | $2.03M | Buy |
34,603
+343
| +1% | +$20.1K | 0.26% | 79 |
|
|
2021
Q2 | $1.9M | Sell |
34,260
-3,718
| -10% | -$206K | 0.24% | 87 |
|
|
2021
Q1 | $2.22M | Sell |
37,978
-1,959
| -5% | -$114K | 0.31% | 76 |
|
|
2020
Q4 | $1.91M | Buy |
39,937
+3,478
| +10% | +$167K | 0.28% | 84 |
|
|
2020
Q3 | $1.39M | Buy |
36,459
+11,477
| +46% | +$437K | 0.26% | 87 |
|
|
2020
Q2 | $938K | Buy |
24,982
+361
| +1% | +$13.6K | 0.19% | 116 |
|
|
2020
Q1 | $759K | Buy |
24,621
+491
| +2% | +$15.1K | 0.19% | 116 |
|
|
2019
Q4 | $1.36M | Buy |
24,130
+2,858
| +13% | +$161K | 0.36% | 62 |
|
|
2019
Q3 | $1.14M | Sell |
21,272
-939
| -4% | -$50.1K | 0.32% | 63 |
|
|
2019
Q2 | $1.12M | Buy |
22,211
+746
| +3% | +$37.6K | 0.34% | 60 |
|
|
2019
Q1 | $999K | Buy |
21,465
+674
| +3% | +$31.4K | 0.37% | 49 |
|
|
2018
Q4 | $901K | Buy |
20,791
+169
| +0.8% | +$7.32K | 0.38% | 51 |
|
|
2018
Q3 | $1M | Buy |
20,622
+606
| +3% | +$29.4K | 0.47% | 52 |
|
|
2018
Q2 | $1.01M | Buy |
20,016
+1,085
| +6% | +$54.7K | 0.51% | 48 |
|
|
2018
Q1 | $985K | Buy |
18,931
+1,322
| +8% | +$68.8K | 0.55% | 36 |
|
|
2017
Q4 | $876K | Buy |
17,609
+3
| +0% | +$149 | 0.51% | 42 |
|
|
2017
Q3 | $826K | Buy |
17,606
+561
| +3% | +$26.3K | 0.51% | 46 |
|
|
2017
Q2 | $774K | Buy |
17,045
+2,287
| +15% | +$104K | 0.51% | 49 |
|
|
2017
Q1 | $660K | Buy |
14,758
+262
| +2% | +$11.7K | 0.48% | 58 |
|
|
2016
Q4 | $682K | Buy |
+14,496
| New | +$682K | 0.59% | 48 |
|