CAM
Cidel Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
11,111
| – | – | 0.03% | 201 |
|
|
2025
Q1 | $457K | Hold |
11,111
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $482K | Sell |
11,111
-360
| -3% | -$15.6K | 0.03% | 190 |
|
|
2024
Q3 | $491K | Sell |
11,471
-652
| -5% | -$27.9K | 0.03% | 197 |
|
|
2024
Q2 | $471K | Hold |
12,123
| – | – | 0.04% | 191 |
|
|
2024
Q1 | $473K | Buy |
12,123
+1,093
| +10% | +$42.6K | 0.04% | 193 |
|
|
2023
Q4 | $407K | Buy |
+11,030
| New | +$407K | 0.02% | 211 |
|
|
2019
Q2 | – | Sell |
-7,177
| Closed | -$334K | – | 132 |
|
|
2019
Q1 | $334K | Hold |
7,177
| – | – | 0.02% | 101 |
|
|
2018
Q4 | $311K | Hold |
7,177
| – | – | 0.02% | 80 |
|
|
2018
Q3 | $348K | Hold |
7,177
| – | – | 0.02% | 81 |
|
|
2018
Q2 | $362K | Buy |
+7,177
| New | +$362K | 0.02% | 79 |
|