CIM Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $366K | Hold |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $479K | Sell |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $508K | Sell |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $508K | Hold |
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|
2019
Q3 | $482K | Sell |
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|
2019
Q2 | $491K | Buy |
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|
2019
Q1 | $449K | Hold |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $510K | Sell |
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|
2018
Q1 | $544K | Sell |
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|
2017
Q4 | $534K | Sell |
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|
2017
Q3 | $513K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $718K | Hold |
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|
2014
Q3 | $687K | Sell |
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|
2014
Q2 | $763K | Sell |
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|
2014
Q1 | $800K | Sell |
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|
2013
Q4 | $761K | Buy |
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|
2013
Q3 | $639K | Hold |
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|
2013
Q2 | $641K | Buy |
|