BOK Financial Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $3.48K | Sell |
|
|||||
|
2025
Q1 | $37.4K | Buy |
|
|||||
|
2024
Q4 | $10.8K | Buy |
|
|||||
|
2024
Q3 | $3.98K | Sell |
|
|||||
|
2024
Q2 | $28.6K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $15.9K | Hold |
|
|||||
|
2022
Q3 | $16K | Sell |
|
|||||
|
2022
Q2 | $42K | Sell |
|
|||||
|
2022
Q1 | $364K | Buy |
|
|||||
|
2021
Q4 | $289K | Buy |
|
|||||
|
2021
Q3 | $275K | Buy |
|
|||||
|
2021
Q2 | $239K | Buy |
|
|||||
|
2021
Q1 | $202K | Buy |
|