Live Oak 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 | $528K | Sell |
12,274
-110
| -0.9% | -$4.73K | 0.08% | 129 |
|
|
2025
Q1 | $510K | Sell |
12,384
-2,691
| -18% | -$111K | 0.08% | 127 |
|
|
2024
Q4 | $654K | Sell |
15,075
-335
| -2% | -$14.5K | 0.11% | 108 |
|
|
2024
Q3 | $659K | Buy |
15,410
+1,306
| +9% | +$55.9K | 0.11% | 104 |
|
|
2024
Q2 | $548K | Buy |
14,104
+2,745
| +24% | +$107K | 0.09% | 114 |
|
|
2024
Q1 | $443K | Sell |
11,359
-60
| -0.5% | -$2.34K | 0.08% | 117 |
|
|
2023
Q4 | $422K | Sell |
11,419
-950
| -8% | -$35.1K | 0.08% | 114 |
|
|
2023
Q3 | $354K | Sell |
12,369
-1,097
| -8% | -$31.4K | 0.08% | 113 |
|
|
2023
Q2 | $409K | Sell |
13,466
-236
| -2% | -$7.16K | 0.08% | 111 |
|
|
2023
Q1 | $467K | Buy |
13,702
+3,250
| +31% | +$111K | 0.1% | 109 |
|
|
2022
Q4 | $450K | Sell |
10,452
-123
| -1% | -$5.29K | 0.09% | 117 |
|
|
2022
Q3 | $460K | Hold |
10,575
| – | – | 0.1% | 118 |
|
|
2022
Q2 | $502K | Sell |
10,575
-204
| -2% | -$9.68K | 0.11% | 121 |
|
|
2022
Q1 | $611K | Sell |
10,779
-190
| -2% | -$10.8K | 0.12% | 113 |
|
|
2021
Q4 | $642K | Sell |
10,969
-6,247
| -36% | -$366K | 0.12% | 110 |
|
|
2021
Q3 | $1.01M | Buy |
17,216
+8,221
| +91% | +$482K | 0.21% | 91 |
|
|
2021
Q2 | $499K | Hold |
8,995
| – | – | 0.11% | 113 |
|
|
2021
Q1 | $525K | Sell |
8,995
-13,222
| -60% | -$772K | 0.13% | 106 |
|
|
2020
Q4 | $1.07M | Buy |
22,217
+10,542
| +90% | +$505K | 0.3% | 69 |
|
|
2020
Q3 | $444K | Sell |
11,675
-1,111
| -9% | -$42.3K | 0.15% | 91 |
|
|
2020
Q2 | $480K | Buy |
12,786
+5,221
| +69% | +$196K | 0.17% | 87 |
|
|
2020
Q1 | $233K | Buy |
7,565
+2,063
| +37% | +$63.5K | 0.24% | 65 |
|
|
2019
Q4 | $310K | Buy |
+5,502
| New | +$310K | 0.3% | 57 |
|