CI Investments Inc’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 | $379K | Buy |
8,820
+1,904
| +28% | +$81.8K | ﹤0.01% | 577 |
|
|
2025
Q1 | $285K | Sell |
6,916
-445
| -6% | -$18.3K | ﹤0.01% | 638 |
|
|
2024
Q4 | $319K | Buy |
7,361
+1,822
| +33% | +$79K | ﹤0.01% | 607 |
|
|
2024
Q3 | $237K | Buy |
5,539
+130
| +2% | +$5.56K | ﹤0.01% | 611 |
|
|
2024
Q2 | $210K | Sell |
5,409
-587
| -10% | -$22.8K | ﹤0.01% | 618 |
|
|
2024
Q1 | $234K | Buy |
5,996
+2,287
| +62% | +$89.3K | ﹤0.01% | 649 |
|
|
2023
Q4 | $137K | Sell |
3,709
-159
| -4% | -$5.87K | ﹤0.01% | 763 |
|
|
2023
Q3 | $111K | Buy |
3,868
+171
| +5% | +$4.91K | ﹤0.01% | 808 |
|
|
2023
Q2 | $112K | Buy |
3,697
+206
| +6% | +$6.24K | ﹤0.01% | 760 |
|
|
2023
Q1 | $119K | Sell |
3,491
-236
| -6% | -$8.05K | ﹤0.01% | 700 |
|
|
2022
Q4 | $160K | Buy |
3,727
+1,951
| +110% | +$83.8K | ﹤0.01% | 645 |
|
|
2022
Q3 | $77K | Buy |
1,776
+1,614
| +996% | +$70K | ﹤0.01% | 740 |
|
|
2022
Q2 | $8K | Sell |
162
-4
| -2% | -$198 | ﹤0.01% | 1052 |
|
|
2022
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q4 | $10K | Hold |
166
| – | – | ﹤0.01% | 1088 |
|
|
2021
Q3 | $10K | Buy |
+166
| New | +$10K | ﹤0.01% | 1050 |
|