OAM
Occidental Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,350
| Closed | -$229K | – | 225 |
|
|
2024
Q3 | $229K | Buy |
+5,350
| New | +$229K | 0.04% | 193 |
|
|
2024
Q1 | – | Sell |
-5,660
| Closed | -$209K | – | 228 |
|
|
2023
Q4 | $209K | Sell |
5,660
-1,331
| -19% | -$49.1K | 0.04% | 194 |
|
|
2023
Q3 | $200K | Sell |
6,991
-76
| -1% | -$2.17K | 0.05% | 192 |
|
|
2023
Q2 | $214K | Hold |
7,067
| – | – | 0.05% | 199 |
|
|
2023
Q1 | $241K | Sell |
7,067
-250
| -3% | -$8.53K | 0.06% | 179 |
|
|
2022
Q4 | $315K | Buy |
7,317
+850
| +13% | +$36.6K | 0.09% | 158 |
|
|
2022
Q3 | $282K | Hold |
6,467
| – | – | 0.08% | 150 |
|
|
2022
Q2 | $307K | Hold |
6,467
| – | – | 0.09% | 146 |
|
|
2022
Q1 | $367K | Buy |
6,467
+76
| +1% | +$4.31K | 0.09% | 144 |
|
|
2021
Q4 | $374K | Hold |
6,391
| – | – | 0.09% | 155 |
|
|
2021
Q3 | $375K | Hold |
6,391
| – | – | 0.1% | 160 |
|
|
2021
Q2 | $355K | Hold |
6,391
| – | – | 0.09% | 160 |
|
|
2021
Q1 | $373K | Buy |
6,391
+248
| +4% | +$14.5K | 0.11% | 150 |
|
|
2020
Q4 | $294K | Buy |
+6,143
| New | +$294K | 0.1% | 146 |
|