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