CI
CX Institutional’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
9,464
+1,290
| +16% | +$55.5K | 0.01% | 423 |
|
|
2025
Q1 | $336K | Sell |
8,174
-132
| -2% | -$5.43K | 0.01% | 457 |
|
|
2024
Q4 | $360K | Sell |
8,306
-428
| -5% | -$18.6K | 0.01% | 403 |
|
|
2024
Q3 | $374K | Buy |
8,734
+684
| +8% | +$29.3K | 0.02% | 426 |
|
|
2024
Q2 | $313K | Buy |
8,050
+263
| +3% | +$10.2K | 0.01% | 454 |
|
|
2024
Q1 | $304K | Buy |
7,787
+56
| +0.7% | +$2.18K | 0.01% | 453 |
|
|
2023
Q4 | $285K | Buy |
+7,731
| New | +$285K | 0.02% | 419 |
|
|
2022
Q3 | – | Sell |
-2,556
| Closed | -$121K | – | 1064 |
|
|
2022
Q2 | $121K | Sell |
2,556
-1,041
| -29% | -$49.3K | 0.01% | 520 |
|
|
2022
Q1 | $204K | Buy |
+3,597
| New | +$204K | 0.02% | 360 |
|
|
2021
Q4 | – | Sell |
-3,065
| Closed | -$180K | – | 836 |
|
|
2021
Q3 | $180K | Buy |
3,065
+904
| +42% | +$53.1K | 0.01% | 364 |
|
|
2021
Q2 | $120K | Sell |
2,161
-151
| -7% | -$8.39K | 0.01% | 410 |
|
|
2021
Q1 | $135K | Buy |
2,312
+336
| +17% | +$19.6K | 0.01% | 346 |
|
|
2020
Q4 | $94K | Sell |
1,976
-6
| -0.3% | -$285 | 0.01% | 369 |
|
|
2020
Q3 | $75K | Sell |
1,982
-53,009
| -96% | -$2.01M | 0.01% | 345 |
|
|
2020
Q2 | $2.08M | Buy |
54,991
+11,118
| +25% | +$420K | 0.27% | 92 |
|
|
2020
Q1 | $1.35M | Sell |
43,873
-24,456
| -36% | -$754K | 0.22% | 113 |
|
|
2019
Q4 | $3.85M | Sell |
68,329
-24,718
| -27% | -$1.39M | 0.67% | 37 |
|
|
2019
Q3 | $4.97M | Sell |
93,047
-5,412
| -5% | -$289K | 0.8% | 34 |
|
|
2019
Q2 | $4.84M | Sell |
98,459
-35,694
| -27% | -$1.75M | 0.77% | 30 |
|
|
2019
Q1 | $6.24M | Buy |
134,153
+134,109
| +304,793% | +$6.24M | 1.1% | 32 |
|
|
2018
Q4 | $2K | Sell |
44
-26,862
| -100% | -$1.22M | ﹤0.01% | 464 |
|
|
2018
Q3 | $1.31M | Buy |
+26,906
| New | +$1.31M | 0.43% | 74 |
|