EOJOAM
E. Ohman J:or Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
50,884
-10,096
| -17% | -$434K | 0.05% | 167 |
|
|
2025
Q1 | $2.51M | Hold |
60,980
| – | – | 0.07% | 144 |
|
|
2024
Q4 | $2.65M | Buy |
60,980
+8,200
| +16% | +$356K | 0.06% | 136 |
|
|
2024
Q3 | $2.26M | Sell |
52,780
-6,020
| -10% | -$257K | 0.06% | 148 |
|
|
2024
Q2 | $2.28M | Buy |
58,800
+3,100
| +6% | +$120K | 0.06% | 143 |
|
|
2024
Q1 | $2.17M | Buy |
55,700
+34,200
| +159% | +$1.33M | 0.06% | 147 |
|
|
2023
Q4 | $794K | Hold |
21,500
| – | – | 0.03% | 259 |
|
|
2023
Q3 | $615K | Hold |
21,500
| – | – | 0.02% | 320 |
|
|
2023
Q2 | $653K | Sell |
21,500
-35,600
| -62% | -$1.08M | 0.02% | 319 |
|
|
2023
Q1 | $1.95M | Hold |
57,100
| – | – | 0.08% | 152 |
|
|
2022
Q4 | $2.46M | Sell |
57,100
-2,000
| -3% | -$86.1K | 0.11% | 119 |
|
|
2022
Q3 | $2.57M | Hold |
59,100
| – | – | 0.12% | 110 |
|
|
2022
Q2 | $2.8M | Sell |
59,100
-200
| -0.3% | -$9.49K | 0.12% | 106 |
|
|
2022
Q1 | $3.36M | Sell |
59,300
-3,800
| -6% | -$215K | 0.11% | 107 |
|
|
2021
Q4 | $3.69M | Buy |
63,100
+3,600
| +6% | +$211K | 0.11% | 115 |
|
|
2021
Q3 | $3.49M | Buy |
59,500
+2,500
| +4% | +$147K | 0.11% | 109 |
|
|
2021
Q2 | $3.16M | Buy |
57,000
+1,500
| +3% | +$83.3K | 0.1% | 125 |
|
|
2021
Q1 | $3.24M | Buy |
55,500
+28,000
| +102% | +$1.63M | 0.12% | 109 |
|
|
2020
Q4 | $1.32M | Buy |
+27,500
| New | +$1.32M | 0.05% | 195 |
|
|
2020
Q1 | – | Sell |
-36,040
| Closed | -$2.03M | – | 451 |
|
|
2019
Q4 | $2.03M | Buy |
+36,040
| New | +$2.03M | 0.11% | 119 |
|