Oak Thistle LLC’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 | – | Sell |
-24,474
| Closed | -$1.01M | – | 596 |
|
|
2025
Q1 | $1.01M | Buy |
+24,474
| New | +$1.01M | 0.2% | 184 |
|
|
2024
Q4 | – | Sell |
-10,904
| Closed | -$466K | – | 548 |
|
|
2024
Q3 | $466K | Buy |
+10,904
| New | +$466K | 0.15% | 255 |
|
|
2024
Q1 | – | Sell |
-14,935
| Closed | -$551K | – | 501 |
|
|
2023
Q4 | $551K | Buy |
+14,935
| New | +$551K | 0.16% | 264 |
|
|
2023
Q3 | – | Sell |
-30,786
| Closed | -$934K | – | 607 |
|
|
2023
Q2 | $934K | Buy |
+30,786
| New | +$934K | 0.49% | 45 |
|
|
2022
Q2 | – | Sell |
-22,784
| Closed | -$1.29M | – | 401 |
|
|
2022
Q1 | $1.29M | Buy |
22,784
+14,579
| +178% | +$827K | 0.68% | 8 |
|
|
2021
Q4 | $481K | Buy |
+8,205
| New | +$481K | 0.37% | 108 |
|