CIM Investment Management’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 | $352K | Sell |
8,187
-40
| -0.5% | -$1.72K | 0.07% | 201 |
|
|
2025
Q1 | $339K | Sell |
8,227
-4
| -0% | -$165 | 0.08% | 160 |
|
|
2024
Q4 | $357K | Buy |
8,231
+31
| +0.4% | +$1.35K | 0.1% | 161 |
|
|
2024
Q3 | $351K | Sell |
8,200
-163
| -2% | -$6.97K | 0.1% | 164 |
|
|
2024
Q2 | $325K | Sell |
8,363
-53
| -0.6% | -$2.06K | 0.1% | 174 |
|
|
2024
Q1 | $328K | Hold |
8,416
| – | – | 0.1% | 200 |
|
|
2023
Q4 | $311K | Hold |
8,416
| – | – | 0.1% | 194 |
|
|
2023
Q3 | $241K | Sell |
8,416
-224
| -3% | -$6.41K | 0.09% | 219 |
|
|
2023
Q2 | $262K | Buy |
8,640
+26
| +0.3% | +$789 | 0.09% | 211 |
|
|
2023
Q1 | $294K | Buy |
8,614
+460
| +6% | +$15.7K | 0.11% | 194 |
|
|
2022
Q4 | $351K | Sell |
8,154
-241
| -3% | -$10.4K | 0.14% | 152 |
|
|
2022
Q3 | $366K | Hold |
8,395
| – | – | 0.16% | 128 |
|
|
2022
Q2 | $398K | Sell |
8,395
-52
| -0.6% | -$2.47K | 0.17% | 132 |
|
|
2022
Q1 | $479K | Sell |
8,447
-11
| -0.1% | -$624 | 0.16% | 127 |
|
|
2021
Q4 | $495K | Sell |
8,458
-198
| -2% | -$11.6K | 0.15% | 150 |
|
|
2021
Q3 | $508K | Sell |
8,656
-58
| -0.7% | -$3.4K | 0.16% | 134 |
|
|
2021
Q2 | $484K | Sell |
8,714
-46
| -0.5% | -$2.56K | 0.15% | 144 |
|
|
2021
Q1 | $511K | Sell |
8,760
-371
| -4% | -$21.6K | 0.16% | 131 |
|
|
2020
Q4 | $438K | Sell |
9,131
-160
| -2% | -$7.68K | 0.14% | 148 |
|
|
2020
Q3 | $354K | Sell |
9,291
-112
| -1% | -$4.27K | 0.13% | 146 |
|
|
2020
Q2 | $353K | Hold |
9,403
| – | – | 0.14% | 140 |
|
|
2020
Q1 | $290K | Buy |
9,403
+376
| +4% | +$11.6K | 0.14% | 135 |
|
|
2019
Q4 | $508K | Hold |
9,027
| – | – | 0.2% | 114 |
|
|
2019
Q3 | $482K | Sell |
9,027
-969
| -10% | -$51.7K | 0.18% | 133 |
|
|
2019
Q2 | $491K | Buy |
9,996
+348
| +4% | +$17.1K | 0.18% | 133 |
|
|
2019
Q1 | $449K | Hold |
9,648
| – | – | 0.17% | 151 |
|
|
2018
Q4 | $418K | Sell |
9,648
-460
| -5% | -$19.9K | 0.18% | 134 |
|
|
2018
Q3 | $491K | Sell |
10,108
-5
| -0% | -$243 | 0.18% | 158 |
|
|
2018
Q2 | $510K | Sell |
10,113
-331
| -3% | -$16.7K | 0.18% | 156 |
|
|
2018
Q1 | $544K | Sell |
10,444
-299
| -3% | -$15.6K | 0.19% | 151 |
|
|
2017
Q4 | $534K | Sell |
10,743
-191
| -2% | -$9.49K | 0.18% | 153 |
|
|
2017
Q3 | $513K | Buy |
+10,934
| New | +$513K | 0.19% | 158 |
|
|
2015
Q1 | – | Sell |
-18,459
| Closed | -$718K | – | 290 |
|
|
2014
Q4 | $718K | Hold |
18,459
| – | – | 0.33% | 123 |
|
|
2014
Q3 | $687K | Sell |
18,459
-901
| -5% | -$33.5K | 0.35% | 123 |
|
|
2014
Q2 | $763K | Sell |
19,360
-554
| -3% | -$21.8K | 0.38% | 117 |
|
|
2014
Q1 | $800K | Sell |
19,914
-488
| -2% | -$19.6K | 0.37% | 106 |
|
|
2013
Q4 | $761K | Buy |
20,402
+1,470
| +8% | +$54.8K | 0.39% | 117 |
|
|
2013
Q3 | $639K | Hold |
18,932
| – | – | 0.38% | 114 |
|
|
2013
Q2 | $641K | Buy |
+18,932
| New | +$641K | 0.38% | 103 |
|