CIR
Clear Investment Research’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
2,360
| – | – | 0.13% | 86 |
|
|
2025
Q1 | $97.1K | Hold |
2,360
| – | – | 0.13% | 79 |
|
|
2024
Q4 | $102K | Sell |
2,360
-121
| -5% | -$5.25K | 0.13% | 79 |
|
|
2024
Q3 | $106K | Hold |
2,481
| – | – | 0.14% | 77 |
|
|
2024
Q2 | $96.4K | Hold |
2,481
| – | – | 0.13% | 75 |
|
|
2024
Q1 | $96.7K | Hold |
2,481
| – | – | 0.13% | 75 |
|
|
2023
Q4 | $91.6K | Sell |
2,481
-196
| -7% | -$7.24K | 0.13% | 79 |
|
|
2023
Q3 | $76.6K | Hold |
2,677
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $81.2K | Hold |
2,677
| – | – | 0.14% | 70 |
|
|
2023
Q1 | $91.3K | Hold |
2,677
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $115K | Sell |
2,677
-160
| -6% | -$6.87K | 0.22% | 58 |
|
|
2022
Q3 | $124K | Hold |
2,837
| – | – | 0.26% | 51 |
|
|
2022
Q2 | $135K | Hold |
2,837
| – | – | 0.3% | 54 |
|
|
2022
Q1 | $161K | Hold |
2,837
| – | – | 0.32% | 55 |
|
|
2021
Q4 | $166K | Sell |
2,837
-163
| -5% | -$9.54K | 0.25% | 56 |
|
|
2021
Q3 | $176K | Hold |
3,000
| – | – | 0.29% | 53 |
|
|
2021
Q2 | $167K | Hold |
3,000
| – | – | 0.28% | 53 |
|
|
2021
Q1 | $175K | Hold |
3,000
| – | – | 0.32% | 43 |
|
|
2020
Q4 | $144K | Hold |
3,000
| – | – | 0.26% | 50 |
|
|
2020
Q3 | $114K | Hold |
3,000
| – | – | 0.23% | 53 |
|
|
2020
Q2 | $113K | Hold |
3,000
| – | – | 0.24% | 50 |
|
|
2020
Q1 | $93K | Hold |
3,000
| – | – | 0.23% | 51 |
|
|
2019
Q4 | $169K | Sell |
3,000
-7
| -0.2% | -$394 | 0.35% | 41 |
|
|
2019
Q3 | $160K | Hold |
3,007
| – | – | 0.34% | 43 |
|
|
2019
Q2 | $148K | Buy |
3,007
+3,000
| +42,857% | +$148K | 0.24% | 43 |
|
|
2019
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 363 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 364 |
|
|
2018
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 369 |
|