Oakworth Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
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|
2025
Q1 | $886K | Hold |
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|
2024
Q4 | $934K | Sell |
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|
2024
Q3 | $929K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $98.3K | Buy |
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|
2023
Q4 | $84.9K | Sell |
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|
2023
Q3 | $93.6K | Sell |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $182K | Buy |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $163K | Sell |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $183K | Hold |
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|
2019
Q2 | $169K | Buy |
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|
2019
Q1 | $158K | Sell |
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|
2018
Q4 | $147K | Sell |
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|
2018
Q3 | $187K | Sell |
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|
2018
Q2 | $196K | Buy |
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|
2018
Q1 | $199K | Sell |
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|
2017
Q4 | $188K | Buy |
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|
2017
Q3 | $142K | Hold |
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|
2017
Q2 | $140K | Buy |
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|
2017
Q1 | $91K | Hold |
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|
2016
Q4 | $93K | Hold |
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|
2016
Q3 | $77K | Buy |
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|
2016
Q2 | $63K | Buy |
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|
2016
Q1 | $51K | Buy |
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|
2015
Q4 | $52K | Hold |
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|
2015
Q3 | $49K | Hold |
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|
2015
Q2 | $55K | Hold |
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|
2015
Q1 | $53K | Hold |
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|
2014
Q4 | $54K | Hold |
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|
2014
Q3 | $51K | Hold |
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|
2014
Q2 | $54K | Sell |
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|
2014
Q1 | $57K | Buy |
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|
2013
Q4 | $44K | Buy |
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