IIM
Intact Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87M | Sell |
159,700
-38,500
| -19% | -$1.66M | 0.23% | 95 |
|
|
2025
Q1 | $8.16M | Hold |
198,200
| – | – | 0.28% | 84 |
|
|
2024
Q4 | $8.6M | Sell |
198,200
-6,760
| -3% | -$293K | 0.3% | 86 |
|
|
2024
Q3 | $8.77M | Buy |
204,960
+16,300
| +9% | +$697K | 0.29% | 87 |
|
|
2024
Q2 | $7.33M | Sell |
188,660
-9,340
| -5% | -$363K | 0.27% | 88 |
|
|
2024
Q1 | $7.72M | Sell |
198,000
-19,900
| -9% | -$776K | 0.3% | 77 |
|
|
2023
Q4 | $8.04M | Buy |
217,900
+400
| +0.2% | +$14.8K | 0.33% | 71 |
|
|
2023
Q3 | $6.22M | Buy |
217,500
+16,000
| +8% | +$458K | 0.27% | 81 |
|
|
2023
Q2 | $6.12M | Buy |
201,500
+41,400
| +26% | +$1.26M | 0.25% | 87 |
|
|
2023
Q1 | $5.46M | Buy |
160,100
+15,400
| +11% | +$525K | 0.22% | 99 |
|
|
2022
Q4 | $6.23M | Buy |
144,700
+53,000
| +58% | +$2.28M | 0.27% | 92 |
|
|
2022
Q3 | $3.99M | Hold |
91,700
| – | – | 0.13% | 127 |
|
|
2022
Q2 | $4.35M | Hold |
91,700
| – | – | 0.14% | 124 |
|
|
2022
Q1 | $5.2M | Sell |
91,700
-41,300
| -31% | -$2.34M | 0.13% | 126 |
|
|
2021
Q4 | $7.79M | Sell |
133,000
-31,000
| -19% | -$1.81M | 0.2% | 98 |
|
|
2021
Q3 | $9.61M | Sell |
164,000
-1,300
| -0.8% | -$76.2K | 0.27% | 78 |
|
|
2021
Q2 | $9.17M | Sell |
165,300
-4,300
| -3% | -$239K | 0.26% | 79 |
|
|
2021
Q1 | $9.89M | Buy |
169,600
+31,700
| +23% | +$1.85M | 0.3% | 73 |
|
|
2020
Q4 | $6.61M | Sell |
137,900
-14,100
| -9% | -$676K | 0.21% | 95 |
|
|
2020
Q3 | $5.78M | Hold |
152,000
| – | – | 0.2% | 94 |
|
|
2020
Q2 | $5.71M | Sell |
152,000
-3,800
| -2% | -$143K | 0.21% | 90 |
|
|
2020
Q1 | $4.81M | Buy |
155,800
+23,600
| +18% | +$728K | 0.21% | 94 |
|
|
2019
Q4 | $7.44M | Buy |
132,200
+48,600
| +58% | +$2.74M | 0.25% | 74 |
|
|
2019
Q3 | $4.46M | Hold |
83,600
| – | – | 0.16% | 108 |
|
|
2019
Q2 | $4.11M | Hold |
83,600
| – | – | 0.15% | 115 |
|
|
2019
Q1 | $3.89M | Sell |
83,600
-3,800
| -4% | -$177K | 0.14% | 118 |
|
|
2018
Q4 | $3.79M | Buy |
87,400
+12,500
| +17% | +$541K | 0.15% | 115 |
|
|
2018
Q3 | $3.64M | Hold |
74,900
| – | – | 0.13% | 128 |
|
|
2018
Q2 | $3.78M | Sell |
74,900
-20,900
| -22% | -$1.05M | 0.14% | 118 |
|
|
2018
Q1 | $4.99M | Buy |
+95,800
| New | +$4.99M | 0.19% | 93 |
|