CBIZ Investment Advisory Services’s Truist Financial TFC Stock Holding History

CBIZ Investment Advisory Services’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.4K	Sell
2025 Q2	$33.5K	Buy
2025 Q1	$10.6K	Buy
2024 Q4	$7.7K	Sell
2024 Q3	$7.97K	Buy
2024 Q2	$7.17K	Buy
2024 Q1	$6.01K	Buy
2020 Q2	–	Hold
2020 Q1	–	Hold