CAM
Councilmark Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
6,692
+42
| +0.6% | +$1.81K | 0.18% | 72 |
|
|
2025
Q1 | $274K | Hold |
6,650
| – | – | 0.18% | 72 |
|
|
2024
Q4 | $288K | Hold |
6,650
| – | – | 0.19% | 71 |
|
|
2024
Q3 | $284K | Hold |
6,650
| – | – | 0.19% | 72 |
|
|
2024
Q2 | $258K | Hold |
6,650
| – | – | 0.18% | 74 |
|
|
2024
Q1 | $259K | Buy |
+6,650
| New | +$259K | 0.19% | 74 |
|