CIBC Private Wealth Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
48,373
-118,797
| -71% | -$5.11M | ﹤0.01% | 544 |
|
|
2025
Q1 | $5.84M | Sell |
167,170
-3,541
| -2% | -$124K | 0.01% | 379 |
|
|
2024
Q4 | $7.5M | Buy |
170,711
+14,340
| +9% | +$630K | 0.01% | 365 |
|
|
2024
Q3 | $6.69M | Sell |
156,371
-200
| -0.1% | -$8.55K | 0.01% | 387 |
|
|
2024
Q2 | $5.99M | Buy |
156,571
+1,930
| +1% | +$73.8K | 0.01% | 382 |
|
|
2024
Q1 | $5.93M | Buy |
154,641
+5,706
| +4% | +$219K | 0.01% | 386 |
|
|
2023
Q4 | $5.5M | Sell |
148,935
-9,774
| -6% | -$361K | 0.01% | 373 |
|
|
2023
Q3 | $4.54M | Buy |
158,709
+25,466
| +19% | +$729K | 0.01% | 391 |
|
|
2023
Q2 | $4.04M | Sell |
133,243
-7,791
| -6% | -$236K | 0.01% | 422 |
|
|
2023
Q1 | $5.15M | Sell |
141,034
-333
| -0.2% | -$12.2K | 0.01% | 391 |
|
|
2022
Q4 | $5.42M | Sell |
141,367
-9,622
| -6% | -$369K | 0.02% | 325 |
|
|
2022
Q3 | $6.57M | Sell |
150,989
-2,036
| -1% | -$88.6K | 0.02% | 345 |
|
|
2022
Q2 | $7.26M | Sell |
153,025
-20,268
| -12% | -$961K | 0.02% | 338 |
|
|
2022
Q1 | $9.83M | Buy |
173,293
+12,257
| +8% | +$695K | 0.02% | 327 |
|
|
2021
Q4 | $9.43M | Buy |
161,036
+4,379
| +3% | +$256K | 0.02% | 334 |
|
|
2021
Q3 | $9.19M | Sell |
156,657
-342,543
| -69% | -$20.1M | 0.02% | 336 |
|
|
2021
Q2 | $27.7M | Sell |
499,200
-414,667
| -45% | -$23M | 0.06% | 214 |
|
|
2021
Q1 | $53.3M | Buy |
913,867
+787,186
| +621% | +$45.9M | 0.13% | 144 |
|
|
2020
Q4 | $6.07M | Sell |
126,681
-7,586
| -6% | -$364K | 0.02% | 369 |
|
|
2020
Q3 | $5.11M | Sell |
134,267
-17,062
| -11% | -$649K | 0.02% | 361 |
|
|
2020
Q2 | $5.68M | Sell |
151,329
-2,138
| -1% | -$80.3K | 0.03% | 288 |
|
|
2020
Q1 | $4.73M | Sell |
153,467
-8,296
| -5% | -$256K | 0.02% | 322 |
|
|
2019
Q4 | $9.11M | Buy |
161,763
+13,838
| +9% | +$779K | 0.03% | 302 |
|
|
2019
Q3 | $7.89M | Buy |
147,925
+1,887
| +1% | +$101K | 0.03% | 306 |
|
|
2019
Q2 | $7.18M | Sell |
146,038
-2,993
| -2% | -$147K | 0.03% | 330 |
|
|
2019
Q1 | $6.93M | Sell |
149,031
-32,134
| -18% | -$1.5M | 0.03% | 329 |
|
|
2018
Q4 | $7.85M | Sell |
181,165
-5,990
| -3% | -$259K | 0.04% | 286 |
|
|
2018
Q3 | $9.09M | Sell |
187,155
-18,782
| -9% | -$912K | 0.03% | 308 |
|
|
2018
Q2 | $10.4M | Buy |
205,937
+12,145
| +6% | +$613K | 0.04% | 284 |
|
|
2018
Q1 | $10.1M | Buy |
193,792
+10,467
| +6% | +$545K | 0.04% | 287 |
|
|
2017
Q4 | $9.12M | Buy |
183,325
+15,171
| +9% | +$754K | 0.04% | 294 |
|
|
2017
Q3 | $7.89M | Buy |
168,154
+26,154
| +18% | +$1.23M | 0.04% | 300 |
|
|
2017
Q2 | $6.45M | Sell |
142,000
-1,024
| -0.7% | -$46.5K | 0.04% | 261 |
|
|
2017
Q1 | $6.39M | Buy |
143,024
+5,459
| +4% | +$244K | 0.04% | 262 |
|
|
2016
Q4 | $6.47M | Sell |
137,565
-928
| -0.7% | -$43.6K | 0.04% | 257 |
|
|
2016
Q3 | $5.22M | Sell |
138,493
-600
| -0.4% | -$22.6K | 0.04% | 277 |
|
|
2016
Q2 | $4.95M | Sell |
139,093
-5,639
| -4% | -$201K | 0.04% | 274 |
|
|
2016
Q1 | $4.82M | Sell |
144,732
-16,215
| -10% | -$539K | 0.04% | 272 |
|
|
2015
Q4 | $6.09M | Buy |
160,947
+5,352
| +3% | +$202K | 0.05% | 249 |
|
|
2015
Q3 | $5.54M | Buy |
155,595
+1,840
| +1% | +$65.5K | 0.05% | 260 |
|
|
2015
Q2 | $6.2M | Sell |
153,755
-1,044
| -0.7% | -$42.1K | 0.05% | 268 |
|
|
2015
Q1 | $6.04M | Buy |
154,799
+1,612
| +1% | +$62.8K | 0.04% | 269 |
|
|
2014
Q4 | $5.96M | Buy |
153,187
+1,050
| +0.7% | +$40.8K | 0.05% | 261 |
|
|
2014
Q3 | $5.66M | Buy |
152,137
+74
| +0% | +$2.75K | 0.04% | 268 |
|
|
2014
Q2 | $6M | Buy |
152,063
+1,448
| +1% | +$57.1K | 0.05% | 253 |
|
|
2014
Q1 | $6.13M | Buy |
+150,615
| New | +$6.13M | 0.05% | 246 |
|