AOWM
Alpha Omega Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
161,228
+196
| +0.1% | +$8.43K | 1.24% | 19 |
|
|
2025
Q1 | $6.63M | Sell |
161,032
-9,320
| -5% | -$384K | 1.27% | 21 |
|
|
2024
Q4 | $7.39M | Sell |
170,352
-1,055
| -0.6% | -$45.8K | 1.4% | 17 |
|
|
2024
Q3 | $7.33M | Sell |
171,407
-8,277
| -5% | -$354K | 1.35% | 17 |
|
|
2024
Q2 | $6.98M | Buy |
179,684
+1,146
| +0.6% | +$44.5K | 1.33% | 16 |
|
|
2024
Q1 | $6.96M | Buy |
178,538
+3,627
| +2% | +$141K | 1.29% | 17 |
|
|
2023
Q4 | $6.46M | Sell |
174,911
-51,393
| -23% | -$1.9M | 1.07% | 19 |
|
|
2023
Q3 | $6.47M | Buy |
226,304
+4,656
| +2% | +$133K | 1.12% | 16 |
|
|
2023
Q2 | $6.73M | Buy |
221,648
+33,090
| +18% | +$1M | 1.14% | 15 |
|
|
2023
Q1 | $6.43M | Buy |
188,558
+19,805
| +12% | +$675K | 1.11% | 17 |
|
|
2022
Q4 | $7.26M | Buy |
168,753
+8,519
| +5% | +$367K | 1.29% | 15 |
|
|
2022
Q3 | $6.98M | Sell |
160,234
-5,862
| -4% | -$255K | 1.33% | 13 |
|
|
2022
Q2 | $7.88M | Buy |
166,096
+21,251
| +15% | +$1.01M | 1.41% | 12 |
|
|
2022
Q1 | $8.21M | Buy |
144,845
+1,866
| +1% | +$106K | 1.3% | 13 |
|
|
2021
Q4 | $9.55M | Buy |
142,979
+5,968
| +4% | +$398K | 1.47% | 10 |
|
|
2021
Q3 | $8.04M | Buy |
137,011
+728
| +0.5% | +$42.7K | 1.31% | 12 |
|
|
2021
Q2 | $7.56M | Sell |
136,283
-4,762
| -3% | -$264K | 1.24% | 14 |
|
|
2021
Q1 | $8.23M | Buy |
141,045
+5,855
| +4% | +$341K | 1.44% | 11 |
|
|
2020
Q4 | $6.48M | Buy |
135,190
+244
| +0.2% | +$11.7K | 1.1% | 11 |
|
|
2020
Q3 | $5.14M | Buy |
134,946
+50,425
| +60% | +$1.92M | 0.72% | 14 |
|
|
2020
Q2 | $3.17M | Sell |
84,521
-6,458
| -7% | -$243K | 0.48% | 43 |
|
|
2020
Q1 | $2.81M | Sell |
90,979
-8,308
| -8% | -$256K | 0.52% | 37 |
|
|
2019
Q4 | $5.59M | Buy |
99,287
+14,936
| +18% | +$841K | 0.9% | 15 |
|
|
2019
Q3 | $4.63M | Buy |
84,351
+29,444
| +54% | +$1.62M | 0.75% | 20 |
|
|
2019
Q2 | $2.7M | Buy |
54,907
+1,399
| +3% | +$68.7K | 1.15% | 38 |
|
|
2019
Q1 | $2.49M | Buy |
53,508
+9,987
| +23% | +$465K | 1.12% | 38 |
|
|
2018
Q4 | $1.89M | Sell |
43,521
-10,512
| -19% | -$455K | 0.95% | 35 |
|
|
2018
Q3 | $2.62M | Sell |
54,033
-100
| -0.2% | -$4.85K | 1.18% | 36 |
|
|
2018
Q2 | $2.73M | Buy |
54,133
+1,748
| +3% | +$88.2K | 1.34% | 34 |
|
|
2018
Q1 | $2.73M | Buy |
52,385
+36,703
| +234% | +$1.91M | 1.37% | 31 |
|
|
2017
Q4 | $780K | Sell |
15,682
-1,660
| -10% | -$82.6K | 0.38% | 62 |
|
|
2017
Q3 | $814K | Buy |
17,342
+681
| +4% | +$32K | 0.41% | 60 |
|
|
2017
Q2 | $757K | Sell |
16,661
-850
| -5% | -$38.6K | 0.39% | 63 |
|
|
2017
Q1 | $783K | Hold |
17,511
| – | – | 0.42% | 60 |
|
|
2016
Q4 | $823K | Buy |
17,511
+6,642
| +61% | +$312K | 0.43% | 58 |
|
|
2016
Q3 | $410K | Hold |
10,869
| – | – | 0.33% | 48 |
|
|
2016
Q2 | $387K | Hold |
10,869
| – | – | 0.33% | 49 |
|
|
2016
Q1 | $362K | Hold |
10,869
| – | – | 0.3% | 50 |
|
|
2015
Q4 | $411K | Buy |
+10,869
| New | +$411K | 0.36% | 45 |
|