CIA
Concurrent Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
144,441
+336
| +0.2% | +$14.4K | 0.12% | 182 |
|
|
2025
Q1 | $5.93M | Buy |
144,105
+11,805
| +9% | +$486K | 0.14% | 150 |
|
|
2024
Q4 | $5.74M | Sell |
132,300
-1,075
| -0.8% | -$46.6K | 0.15% | 139 |
|
|
2024
Q3 | $5.7M | Buy |
133,375
+3,297
| +3% | +$141K | 0.17% | 128 |
|
|
2024
Q2 | $5.05M | Buy |
130,078
+93,203
| +253% | +$3.62M | 0.17% | 136 |
|
|
2024
Q1 | $1.44M | Buy |
36,875
+6,826
| +23% | +$266K | 0.06% | 303 |
|
|
2023
Q4 | $1.11M | Buy |
+30,049
| New | +$1.11M | 0.05% | 317 |
|