Ogorek Anthony Joseph’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 | $20K | Sell |
485
-113
| -19% | -$4.66K | 0.01% | 286 |
|
|
2025
Q1 | $24K | Buy |
+598
| New | +$24K | 0.01% | 243 |
|
|
2024
Q1 | – | Sell |
-83
| Closed | -$3K | – | 295 |
|
|
2023
Q4 | $3K | Sell |
83
-12,557
| -99% | -$454K | ﹤0.01% | 262 |
|
|
2023
Q3 | $361K | Buy |
12,640
+209
| +2% | +$5.97K | 0.14% | 69 |
|
|
2023
Q2 | $377K | Buy |
12,431
+200
| +2% | +$6.07K | 0.14% | 65 |
|
|
2023
Q1 | $417K | Buy |
12,231
+138
| +1% | +$4.71K | 0.17% | 62 |
|
|
2022
Q4 | $520K | Buy |
12,093
+136
| +1% | +$5.85K | 0.23% | 50 |
|
|
2022
Q3 | $520K | Buy |
11,957
+129
| +1% | +$5.61K | 0.25% | 48 |
|
|
2022
Q2 | $561K | Sell |
11,828
-1,583
| -12% | -$75.1K | 0.26% | 46 |
|
|
2022
Q1 | $760K | Buy |
13,411
+11,646
| +660% | +$660K | 0.31% | 40 |
|
|
2021
Q4 | $103K | Buy |
1,765
+7
| +0.4% | +$408 | 0.04% | 63 |
|
|
2021
Q3 | $103K | Buy |
1,758
+8
| +0.5% | +$469 | 0.05% | 62 |
|
|
2021
Q2 | $97K | Buy |
+1,750
| New | +$97K | 0.04% | 64 |
|