OHWA
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Oak Hill Wealth Advisors’s Truist Financial TFC Stock Holding History

Oak Hill Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$629K Sell
13,844
-677
-5% -$30.7K 0.13% 84
2025
Q1 		$598K Sell
14,521
-18
-0.1% -$741 0.14% 76
2024
Q4 		$631K Buy
+14,539
New +$631K 0.15% 68