IAIM
International Assets Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
22,420
-2,623
| -10% | -$113K | 0.08% | 243 |
|
|
2025
Q1 | $1.03M | Sell |
25,043
-2,278
| -8% | -$93.7K | 0.09% | 228 |
|
|
2024
Q4 | $1.18M | Buy |
+27,321
| New | +$1.18M | 0.1% | 192 |
|
|
2024
Q3 | – | Sell |
-43,191
| Closed | -$1.68M | – | 2580 |
|
|
2024
Q2 | $1.68M | Sell |
43,191
-2,505
| -5% | -$97.3K | 0.16% | 125 |
|
|
2024
Q1 | $1.75M | Buy |
45,696
+17,376
| +61% | +$667K | 0.18% | 115 |
|
|
2023
Q4 | $1.05M | Sell |
28,320
-1,902
| -6% | -$70.2K | 0.13% | 168 |
|
|
2023
Q3 | $831K | Buy |
+30,222
| New | +$831K | 0.11% | 170 |
|
|
2023
Q1 | – | Sell |
-8,911
| Closed | -$344K | – | 1357 |
|
|
2022
Q4 | $344K | Buy |
+8,911
| New | +$344K | 0.04% | 429 |
|
|
2022
Q1 | – | Sell |
-4,375
| Closed | -$220K | – | 582 |
|
|
2021
Q4 | $220K | Buy |
+4,375
| New | +$220K | 0.04% | 435 |
|
|
2021
Q2 | – | Sell |
-2,561
| Closed | -$97K | – | 1756 |
|
|
2021
Q1 | $97K | Hold |
2,561
| – | – | 0.01% | 723 |
|
|
2020
Q4 | $97K | Buy |
+2,561
| New | +$97K | 0.02% | 606 |
|
|
2020
Q3 | – | Sell |
-15,675
| Closed | -$431K | – | 443 |
|
|
2020
Q2 | $431K | Sell |
15,675
-488
| -3% | -$13.4K | 0.1% | 188 |
|
|
2020
Q1 | $404K | Buy |
+16,163
| New | +$404K | 0.12% | 160 |
|