CBIZ Investment Advisory Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Buy |
780
+521
| +201% | +$22.4K | ﹤0.01% | 173 |
|
|
2025
Q1 | $10.6K | Buy |
259
+82
| +46% | +$3.37K | ﹤0.01% | 308 |
|
|
2024
Q4 | $7.7K | Sell |
177
-9
| -5% | -$391 | ﹤0.01% | 298 |
|
|
2024
Q3 | $7.97K | Buy |
186
+2
| +1% | +$86 | ﹤0.01% | 275 |
|
|
2024
Q2 | $7.17K | Buy |
184
+30
| +19% | +$1.17K | ﹤0.01% | 274 |
|
|
2024
Q1 | $6.01K | Buy |
+154
| New | +$6.01K | ﹤0.01% | 279 |
|
|
2020
Q2 | – | Hold |
0
| – | -$15K | – | 195 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 124 |
|