ZIM
Zacks Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Buy |
624,256
+2,721
| +0.4% | +$117K | 0.23% | 112 |
|
|
2025
Q1 | $25.6M | Buy |
621,535
+21,824
| +4% | +$898K | 0.24% | 108 |
|
|
2024
Q4 | $26M | Sell |
599,711
-27,566
| -4% | -$1.2M | 0.24% | 105 |
|
|
2024
Q3 | $26.8M | Buy |
627,277
+77,800
| +14% | +$3.33M | 0.23% | 113 |
|
|
2024
Q2 | $21.3M | Buy |
549,477
+41,549
| +8% | +$1.61M | 0.24% | 103 |
|
|
2024
Q1 | $19.8M | Buy |
507,928
+147,263
| +41% | +$5.74M | 0.21% | 116 |
|
|
2023
Q4 | $13.3M | Buy |
360,665
+180,945
| +101% | +$6.68M | 0.16% | 128 |
|
|
2023
Q3 | $5.14M | Sell |
179,720
-3,407
| -2% | -$97.5K | 0.07% | 179 |
|
|
2023
Q2 | $5.56M | Buy |
183,127
+165,718
| +952% | +$5.03M | 0.07% | 176 |
|
|
2023
Q1 | $594K | Sell |
17,409
-909,700
| -98% | -$31M | 0.01% | 430 |
|
|
2022
Q4 | $39.9M | Sell |
927,109
-1,738
| -0.2% | -$74.8K | 0.56% | 52 |
|
|
2022
Q3 | $40.4M | Buy |
928,847
+29,687
| +3% | +$1.29M | 0.65% | 48 |
|
|
2022
Q2 | $42.6M | Buy |
899,160
+46,677
| +5% | +$2.21M | 0.65% | 51 |
|
|
2022
Q1 | $48.3M | Buy |
852,483
+51,809
| +6% | +$2.94M | 0.67% | 46 |
|
|
2021
Q4 | $46.9M | Buy |
800,674
+15,240
| +2% | +$892K | 0.66% | 47 |
|
|
2021
Q3 | $46.1M | Buy |
785,434
+16,505
| +2% | +$968K | 0.73% | 43 |
|
|
2021
Q2 | $42.7M | Buy |
768,929
+10,950
| +1% | +$608K | 0.69% | 47 |
|
|
2021
Q1 | $44.2M | Buy |
+757,979
| New | +$44.2M | 0.79% | 42 |
|
|
2019
Q2 | – | Sell |
-706,884
| Closed | -$32.9M | – | 613 |
|
|
2019
Q1 | $32.9M | Buy |
706,884
+45,268
| +7% | +$2.11M | 0.71% | 49 |
|
|
2018
Q4 | $28.7M | Sell |
661,616
-63,103
| -9% | -$2.73M | 0.69% | 51 |
|
|
2018
Q3 | $35.2M | Sell |
724,719
-2,698
| -0.4% | -$131K | 0.73% | 44 |
|
|
2018
Q2 | $36.7M | Buy |
727,417
+5,805
| +0.8% | +$293K | 0.8% | 40 |
|
|
2018
Q1 | $37.6M | Buy |
+721,612
| New | +$37.6M | 0.83% | 40 |
|
|
2017
Q2 | – | Sell |
-4,714
| Closed | -$211K | – | 683 |
|
|
2017
Q1 | $211K | Sell |
4,714
-885
| -16% | -$39.6K | 0.01% | 574 |
|
|
2016
Q4 | $263K | Sell |
5,599
-587
| -9% | -$27.6K | 0.01% | 533 |
|
|
2016
Q3 | $233K | Sell |
6,186
-253
| -4% | -$9.53K | 0.01% | 543 |
|
|
2016
Q2 | $229K | Sell |
6,439
-907
| -12% | -$32.3K | 0.01% | 534 |
|
|
2016
Q1 | $244K | Sell |
7,346
-542
| -7% | -$18K | 0.01% | 529 |
|
|
2015
Q4 | $298K | Sell |
7,888
-974
| -11% | -$36.8K | 0.01% | 469 |
|
|
2015
Q3 | $315K | Sell |
8,862
-1,423
| -14% | -$50.6K | 0.01% | 502 |
|
|
2015
Q2 | $415K | Sell |
10,285
-1,909
| -16% | -$77K | 0.01% | 471 |
|
|
2015
Q1 | $475K | Sell |
12,194
-628,450
| -98% | -$24.5M | 0.02% | 434 |
|
|
2014
Q4 | $24.9M | Buy |
640,644
+38,150
| +6% | +$1.48M | 0.81% | 37 |
|
|
2014
Q3 | $22.4M | Buy |
602,494
+40,334
| +7% | +$1.5M | 0.78% | 35 |
|
|
2014
Q2 | $22.2M | Buy |
562,160
+28,502
| +5% | +$1.12M | 0.79% | 35 |
|
|
2014
Q1 | $21.4M | Buy |
533,658
+42,511
| +9% | +$1.71M | 0.79% | 31 |
|
|
2013
Q4 | $18.3M | Buy |
491,147
+32,594
| +7% | +$1.22M | 0.72% | 34 |
|
|
2013
Q3 | $15.5M | Buy |
458,553
+30,915
| +7% | +$1.04M | 0.67% | 38 |
|
|
2013
Q2 | $14.5M | Buy |
+427,638
| New | +$14.5M | 0.66% | 34 |
|