CIA
Cascade Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-277
| Closed | -$9.45K | – | 210 |
|
|
2023
Q1 | $9.45K | Buy |
+277
| New | +$9.45K | 0.01% | 213 |
|
|
2022
Q3 | – | Sell |
-277
| Closed | -$13.1K | – | 204 |
|
|
2022
Q2 | $13.1K | Hold |
277
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $15.7K | Hold |
277
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $16.2K | Hold |
277
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $16.2K | Hold |
277
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $15.4K | Hold |
277
| – | – | 0.01% | 217 |
|
|
2021
Q1 | $16.2K | Hold |
277
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $13.3K | Hold |
277
| – | – | 0.01% | 218 |
|
|
2020
Q3 | $10.5K | Hold |
277
| – | – | 0.01% | 220 |
|
|
2020
Q2 | $10.4K | Hold |
277
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $8.54K | Hold |
277
| – | – | 0.01% | 209 |
|
|
2019
Q4 | $15.6K | Hold |
277
| – | – | 0.01% | 203 |
|
|
2019
Q3 | $14.8K | Hold |
277
| – | – | 0.01% | 209 |
|
|
2019
Q2 | $13.6K | Hold |
277
| – | – | 0.01% | 198 |
|
|
2019
Q1 | $12.9K | Hold |
277
| – | – | 0.01% | 188 |
|
|
2018
Q4 | $12K | Hold |
277
| – | – | 0.01% | 188 |
|
|
2018
Q3 | $13.4K | Hold |
277
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $14K | Hold |
277
| – | – | 0.01% | 171 |
|
|
2018
Q1 | $14.4K | Hold |
277
| – | – | 0.01% | 169 |
|
|
2017
Q4 | $13.8K | Buy |
+277
| New | +$13.8K | 0.01% | 164 |
|