CWM
CIBC World Markets’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Buy |
164,791
+5,536
| +3% | +$238K | 0.04% | 272 |
|
|
2025
Q1 | $6.55M | Sell |
159,255
-81,597
| -34% | -$3.36M | 0.05% | 247 |
|
|
2024
Q4 | $10.4M | Sell |
240,852
-18,508
| -7% | -$803K | 0.06% | 223 |
|
|
2024
Q3 | $11.1M | Sell |
259,360
-132,854
| -34% | -$5.68M | 0.08% | 184 |
|
|
2024
Q2 | $15.2M | Sell |
392,214
-6,967
| -2% | -$271K | 0.1% | 142 |
|
|
2024
Q1 | $15.6M | Sell |
399,181
-237,609
| -37% | -$9.26M | 0.1% | 142 |
|
|
2023
Q4 | $23.5M | Buy |
636,790
+207,865
| +48% | +$7.67M | 0.13% | 125 |
|
|
2023
Q3 | $12.3M | Buy |
428,925
+157,295
| +58% | +$4.5M | 0.12% | 129 |
|
|
2023
Q2 | $8.24M | Buy |
271,630
+97,336
| +56% | +$2.95M | 0.07% | 196 |
|
|
2023
Q1 | $5.94M | Sell |
174,294
-658,419
| -79% | -$22.5M | 0.1% | 164 |
|
|
2022
Q4 | $35.8M | Buy |
832,713
+613,672
| +280% | +$26.4M | 0.24% | 70 |
|
|
2022
Q3 | $9.54M | Sell |
219,041
-80,768
| -27% | -$3.52M | 0.13% | 92 |
|
|
2022
Q2 | $14.2M | Sell |
299,809
-13,408
| -4% | -$636K | 0.13% | 103 |
|
|
2022
Q1 | $17.8M | Buy |
313,217
+25,569
| +9% | +$1.45M | 0.14% | 111 |
|
|
2021
Q4 | $16.8M | Sell |
287,648
-64,987
| -18% | -$3.81M | 0.09% | 136 |
|
|
2021
Q3 | $20.7M | Buy |
352,635
+10,064
| +3% | +$590K | 0.14% | 109 |
|
|
2021
Q2 | $19M | Sell |
342,571
-492,825
| -59% | -$27.4M | 0.13% | 104 |
|
|
2021
Q1 | $48.7M | Sell |
835,396
-250,889
| -23% | -$14.6M | 0.3% | 60 |
|
|
2020
Q4 | $52.1M | Buy |
1,086,285
+612,914
| +129% | +$29.4M | 0.26% | 80 |
|
|
2020
Q3 | $18M | Buy |
473,371
+46,136
| +11% | +$1.76M | 0.18% | 119 |
|
|
2020
Q2 | $16M | Buy |
427,235
+55,528
| +15% | +$2.09M | 0.17% | 114 |
|
|
2020
Q1 | $11.5M | Buy |
371,707
+213,121
| +134% | +$6.57M | 0.15% | 137 |
|
|
2019
Q4 | $8.93M | Buy |
158,586
+71,328
| +82% | +$4.02M | 0.06% | 260 |
|
|
2019
Q3 | $4.66M | Sell |
87,258
-45,846
| -34% | -$2.45M | 0.04% | 291 |
|
|
2019
Q2 | $6.54M | Buy |
133,104
+31,980
| +32% | +$1.57M | 0.05% | 301 |
|
|
2019
Q1 | $4.71M | Sell |
101,124
-6,467
| -6% | -$301K | 0.04% | 292 |
|
|
2018
Q4 | $4.66M | Buy |
107,591
+5,528
| +5% | +$239K | 0.04% | 300 |
|
|
2018
Q3 | $4.95M | Sell |
102,063
-8,082
| -7% | -$392K | 0.04% | 316 |
|
|
2018
Q2 | $5.56M | Buy |
110,145
+9,374
| +9% | +$473K | 0.05% | 273 |
|
|
2018
Q1 | $5.24M | Sell |
100,771
-58,769
| -37% | -$3.06M | 0.06% | 252 |
|
|
2017
Q4 | $7.93M | Buy |
159,540
+41,833
| +36% | +$2.08M | 0.06% | 215 |
|
|
2017
Q3 | $5.53M | Buy |
117,707
+3,044
| +3% | +$143K | 0.05% | 240 |
|
|
2017
Q2 | $5.21M | Buy |
114,663
+30,229
| +36% | +$1.37M | 0.06% | 262 |
|
|
2017
Q1 | $3.77M | Buy |
84,434
+28,774
| +52% | +$1.29M | 0.03% | 248 |
|
|
2016
Q4 | $2.62M | Buy |
+55,660
| New | +$2.62M | 0.03% | 241 |
|