CPSAC
Chas P. Smith & Associates (CPS)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
24,027
+296
| +1% | +$12.7K | 0.06% | 71 |
|
|
2025
Q1 | $977K | Sell |
23,731
-2,198
| -8% | -$90.4K | 0.06% | 74 |
|
|
2024
Q4 | $1.12M | Sell |
25,929
-1,293
| -5% | -$56.1K | 0.06% | 66 |
|
|
2024
Q3 | $1.16M | Buy |
27,222
+307
| +1% | +$13.1K | 0.07% | 67 |
|
|
2024
Q2 | $1.05M | Buy |
26,915
+9
| +0% | +$350 | 0.06% | 67 |
|
|
2024
Q1 | $1.05M | Buy |
26,906
+4,643
| +21% | +$181K | 0.06% | 65 |
|
|
2023
Q4 | $822K | Buy |
22,263
+10,554
| +90% | +$390K | 0.05% | 58 |
|
|
2023
Q3 | $335K | Sell |
11,709
-35
| -0.3% | -$1K | 0.02% | 89 |
|
|
2023
Q2 | $356K | Sell |
11,744
-190
| -2% | -$5.76K | 0.02% | 92 |
|
|
2023
Q1 | $407K | Buy |
11,934
+206
| +2% | +$7.03K | 0.03% | 80 |
|
|
2022
Q4 | $505K | Buy |
11,728
+6
| +0.1% | +$258 | 0.04% | 70 |
|
|
2022
Q3 | $510K | Sell |
11,722
-736
| -6% | -$32K | 0.04% | 63 |
|
|
2022
Q2 | $591K | Buy |
12,458
+606
| +5% | +$28.7K | 0.04% | 66 |
|
|
2022
Q1 | $672K | Buy |
11,852
+4
| +0% | +$227 | 0.05% | 61 |
|
|
2021
Q4 | $694K | Buy |
11,848
+4
| +0% | +$234 | 0.05% | 64 |
|
|
2021
Q3 | $695K | Buy |
11,844
+5
| +0% | +$293 | 0.05% | 62 |
|
|
2021
Q2 | $657K | Buy |
11,839
+4
| +0% | +$222 | 0.05% | 67 |
|
|
2021
Q1 | $690K | Buy |
11,835
+4
| +0% | +$233 | 0.06% | 57 |
|
|
2020
Q4 | $567K | Buy |
11,831
+4
| +0% | +$192 | 0.06% | 61 |
|
|
2020
Q3 | $450K | Buy |
11,827
+6
| +0.1% | +$228 | 0.05% | 62 |
|
|
2020
Q2 | $444K | Sell |
11,821
-253
| -2% | -$9.5K | 0.05% | 64 |
|
|
2020
Q1 | $372K | Sell |
12,074
-1,473
| -11% | -$45.4K | 0.05% | 64 |
|
|
2019
Q4 | $763K | Buy |
13,547
+8,193
| +153% | +$461K | 0.08% | 56 |
|
|
2019
Q3 | $286K | Buy |
+5,354
| New | +$286K | 0.03% | 82 |
|