OWA
Octavia Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
33,619
-5,741
| -15% | -$247K | 0.16% | 58 |
|
|
2025
Q1 | $1.62M | Sell |
39,360
-4,549
| -10% | -$187K | 0.2% | 54 |
|
|
2024
Q4 | $1.9M | Sell |
43,909
-2,048
| -4% | -$88.8K | 0.23% | 48 |
|
|
2024
Q3 | $1.97M | Buy |
45,957
+14,474
| +46% | +$619K | 0.24% | 47 |
|
|
2024
Q2 | $1.22M | Buy |
31,483
+10,419
| +49% | +$405K | 0.17% | 64 |
|
|
2024
Q1 | $821K | Buy |
21,064
+6,373
| +43% | +$248K | 0.12% | 84 |
|
|
2023
Q4 | $542K | Buy |
14,691
+6,415
| +78% | +$237K | 0.1% | 113 |
|
|
2023
Q3 | $237K | Buy |
+8,276
| New | +$237K | 0.05% | 176 |
|