BOK Financial Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48K | Sell |
81
-827
| -91% | -$35.6K | ﹤0.01% | 399 |
|
|
2025
Q1 | $37.4K | Buy |
908
+658
| +263% | +$27.1K | ﹤0.01% | 283 |
|
|
2024
Q4 | $10.8K | Buy |
250
+157
| +169% | +$6.81K | ﹤0.01% | 363 |
|
|
2024
Q3 | $3.98K | Sell |
93
-644
| -87% | -$27.5K | ﹤0.01% | 449 |
|
|
2024
Q2 | $28.6K | Buy |
+737
| New | +$28.6K | ﹤0.01% | 314 |
|
|
2023
Q1 | – | Sell |
-370
| Closed | -$15.9K | – | 482 |
|
|
2022
Q4 | $15.9K | Hold |
370
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $16K | Sell |
370
-505
| -58% | -$21.8K | ﹤0.01% | 313 |
|
|
2022
Q2 | $42K | Sell |
875
-5,542
| -86% | -$266K | ﹤0.01% | 257 |
|
|
2022
Q1 | $364K | Buy |
6,417
+1,480
| +30% | +$84K | 0.03% | 207 |
|
|
2021
Q4 | $289K | Buy |
4,937
+255
| +5% | +$14.9K | 0.02% | 233 |
|
|
2021
Q3 | $275K | Buy |
4,682
+371
| +9% | +$21.8K | 0.02% | 205 |
|
|
2021
Q2 | $239K | Buy |
4,311
+855
| +25% | +$47.4K | 0.02% | 200 |
|
|
2021
Q1 | $202K | Buy |
+3,456
| New | +$202K | 0.02% | 189 |
|