IIM
INTECH Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
42,725
-2,181
| -5% | -$93.8K | 0.02% | 815 |
|
|
2025
Q1 | $1.85M | Hold |
44,906
| – | – | 0.02% | 801 |
|
|
2024
Q4 | $1.95M | Buy |
44,906
+25,516
| +132% | +$1.11M | 0.02% | 719 |
|
|
2024
Q3 | $829K | Buy |
19,390
+4,975
| +35% | +$213K | 0.01% | 917 |
|
|
2024
Q2 | $560K | Buy |
14,415
+5,585
| +63% | +$217K | 0.01% | 777 |
|
|
2024
Q1 | $344K | Buy |
+8,830
| New | +$344K | ﹤0.01% | 586 |
|
|
2023
Q3 | – | Sell |
-19,177
| Closed | -$582K | – | 768 |
|
|
2023
Q2 | $582K | Sell |
19,177
-98,133
| -84% | -$2.98M | 0.01% | 569 |
|
|
2023
Q1 | $4M | Sell |
117,310
-25,189
| -18% | -$859K | 0.03% | 397 |
|
|
2022
Q4 | $6.13M | Sell |
142,499
-192,285
| -57% | -$8.27M | 0.05% | 352 |
|
|
2022
Q3 | $14.6M | Buy |
334,784
+159,050
| +91% | +$6.93M | 0.11% | 233 |
|
|
2022
Q2 | $8.34M | Buy |
+175,734
| New | +$8.34M | 0.05% | 307 |
|