OFI Invest Asset Management’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 |
-596,096
| Closed | -$22.7M | – | 368 |
|
2025
Q1 | $22.7M | Buy |
596,096
+1,462
| +0.2% | +$55.7K | 0.6% | 53 |
|
2024
Q4 | $24.9M | Buy |
+594,634
| New | +$24.9M | 0.59% | 53 |
|
2024
Q2 | $32.2K | Buy |
887
+60
| +7% | +$2.18K | ﹤0.01% | 315 |
|
2024
Q1 | $29.8K | Sell |
827
-114
| -12% | -$4.12K | ﹤0.01% | 250 |
|
2023
Q4 | $31.5K | Sell |
941
-5
| -0.5% | -$167 | ﹤0.01% | 188 |
|
2023
Q3 | $25.6K | Buy |
+946
| New | +$25.6K | ﹤0.01% | 189 |
|
2023
Q2 | – | Sell |
-103,255
| Closed | -$3.03M | – | 144 |
|
2023
Q1 | $3.03M | Buy |
+103,255
| New | +$3.03M | 0.02% | 105 |
|