Oak Harbor Wealth Partners’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 | $2.29M | Buy |
53,326
+5,593
| +12% | +$240K | 0.62% | 39 |
|
|
2025
Q1 | $1.96M | Buy |
47,733
+10,302
| +28% | +$424K | 0.56% | 43 |
|
|
2024
Q4 | $1.62M | Sell |
37,431
-1,226
| -3% | -$53.2K | 0.47% | 57 |
|
|
2024
Q3 | $1.65M | Sell |
38,657
-220
| -0.6% | -$9.41K | 0.47% | 56 |
|
|
2024
Q2 | $1.51M | Buy |
38,877
+16
| +0% | +$622 | 0.47% | 57 |
|
|
2024
Q1 | $1.51M | Sell |
38,861
-630
| -2% | -$24.6K | 0.47% | 58 |
|
|
2023
Q4 | $1.46M | Sell |
39,491
-1,644
| -4% | -$60.7K | 0.49% | 57 |
|
|
2023
Q3 | $1.18M | Sell |
41,135
-3,212
| -7% | -$91.9K | 0.42% | 66 |
|
|
2023
Q2 | $1.35M | Buy |
44,347
+4,246
| +11% | +$129K | 0.46% | 60 |
|
|
2023
Q1 | $1.37M | Sell |
40,101
-130
| -0.3% | -$4.43K | 0.5% | 62 |
|
|
2022
Q4 | $1.73M | Buy |
40,231
+4,027
| +11% | +$173K | 0.66% | 44 |
|
|
2022
Q3 | $1.58M | Buy |
36,204
+1,737
| +5% | +$75.6K | 0.62% | 45 |
|
|
2022
Q2 | $1.64M | Buy |
34,467
+1,205
| +4% | +$57.2K | 0.65% | 45 |
|
|
2022
Q1 | $1.89M | Sell |
33,262
-657
| -2% | -$37.3K | 0.62% | 44 |
|
|
2021
Q4 | $1.99M | Buy |
+33,919
| New | +$1.99M | 0.68% | 40 |
|