CRI
Commonwealth Retirement Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Sell |
21,235
-56,799
| -73% | -$2.44M | 0.35% | 74 |
|
|
2025
Q1 | $3.21M | Buy |
78,034
+48
| +0.1% | +$1.98K | 1.31% | 22 |
|
|
2024
Q4 | $3.38M | Sell |
77,986
-323
| -0.4% | -$14K | 1.39% | 20 |
|
|
2024
Q3 | $3.35M | Buy |
78,309
+4,300
| +6% | +$184K | 1.4% | 20 |
|
|
2024
Q2 | $2.88M | Buy |
74,009
+5,677
| +8% | +$221K | 1.32% | 21 |
|
|
2024
Q1 | $2.66M | Buy |
68,332
+798
| +1% | +$31.1K | 1.27% | 23 |
|
|
2023
Q4 | $2.49M | Buy |
67,534
+1,330
| +2% | +$49.1K | 1.32% | 23 |
|
|
2023
Q3 | $1.89M | Buy |
66,204
+2,456
| +4% | +$70.3K | 1.09% | 30 |
|
|
2023
Q2 | $1.93M | Buy |
+63,748
| New | +$1.93M | 1.08% | 32 |
|