Oakbrook Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,011
| Closed | -$902K | – | 467 |
|
|
2019
Q4 | $902K | Sell |
16,011
-4,439
| -22% | -$250K | 0.18% | 144 |
|
|
2019
Q3 | $1.09M | Sell |
20,450
-4,800
| -19% | -$256K | 0.07% | 218 |
|
|
2019
Q2 | $1.24M | Sell |
25,250
-960
| -4% | -$47.2K | 0.07% | 219 |
|
|
2019
Q1 | $1.22M | Buy |
+26,210
| New | +$1.22M | 0.07% | 213 |
|
|
2018
Q3 | – | Sell |
-29,745
| Closed | -$1.5M | – | 688 |
|
|
2018
Q2 | $1.5M | Sell |
29,745
-30,795
| -51% | -$1.55M | 0.09% | 151 |
|
|
2018
Q1 | $3.15M | Buy |
+60,540
| New | +$3.15M | 0.2% | 84 |
|
|
2017
Q3 | – | Sell |
-39,400
| Closed | -$1.79M | – | 589 |
|
|
2017
Q2 | $1.79M | Sell |
39,400
-44,350
| -53% | -$2.01M | 0.12% | 140 |
|
|
2017
Q1 | $3.74M | Buy |
83,750
+41,100
| +96% | +$1.84M | 0.24% | 77 |
|
|
2016
Q4 | $2.01M | Sell |
42,650
-6,550
| -13% | -$308K | 0.13% | 134 |
|
|
2016
Q3 | $1.86M | Sell |
49,200
-10,100
| -17% | -$381K | 0.11% | 154 |
|
|
2016
Q2 | $2.11M | Buy |
+59,300
| New | +$2.11M | 0.12% | 162 |
|
|
2016
Q1 | – | Sell |
-49,150
| Closed | -$1.86M | – | 564 |
|
|
2015
Q4 | $1.86M | Buy |
+49,150
| New | +$1.86M | 0.12% | 150 |
|
|
2014
Q2 | – | Sell |
-5,850
| Closed | -$235K | – | 643 |
|
|
2014
Q1 | $235K | Sell |
5,850
-4,100
| -41% | -$165K | 0.01% | 542 |
|
|
2013
Q4 | $371K | Sell |
9,950
-137,550
| -93% | -$5.13M | 0.01% | 453 |
|
|
2013
Q3 | $4.98M | Sell |
147,500
-3,250
| -2% | -$110K | 0.15% | 159 |
|
|
2013
Q2 | $5.11M | Buy |
+150,750
| New | +$5.11M | 0.15% | 157 |
|