Oppenheimer & Co’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 | $6.13M | Buy |
142,500
+4,224
| +3% | +$182K | 0.08% | 266 |
|
|
2025
Q1 | $5.69M | Buy |
138,276
+2,986
| +2% | +$123K | 0.09% | 258 |
|
|
2024
Q4 | $5.87M | Buy |
135,290
+2,184
| +2% | +$94.7K | 0.09% | 251 |
|
|
2024
Q3 | $5.69M | Sell |
133,106
-10,060
| -7% | -$430K | 0.09% | 261 |
|
|
2024
Q2 | $5.56M | Buy |
143,166
+8,126
| +6% | +$316K | 0.09% | 254 |
|
|
2024
Q1 | $5.26M | Buy |
135,040
+13,187
| +11% | +$514K | 0.09% | 262 |
|
|
2023
Q4 | $4.5M | Sell |
121,853
-8,378
| -6% | -$309K | 0.08% | 276 |
|
|
2023
Q3 | $3.73M | Sell |
130,231
-10,974
| -8% | -$314K | 0.08% | 292 |
|
|
2023
Q2 | $4.29M | Sell |
141,205
-4,822
| -3% | -$146K | 0.09% | 266 |
|
|
2023
Q1 | $4.98M | Buy |
146,027
+10,168
| +7% | +$347K | 0.11% | 232 |
|
|
2022
Q4 | $5.85M | Sell |
135,859
-4,250
| -3% | -$183K | 0.13% | 186 |
|
|
2022
Q3 | $6.1M | Buy |
140,109
+2,763
| +2% | +$120K | 0.14% | 167 |
|
|
2022
Q2 | $6.51M | Sell |
137,346
-6,081
| -4% | -$288K | 0.14% | 163 |
|
|
2022
Q1 | $8.13M | Sell |
143,427
-4,531
| -3% | -$257K | 0.15% | 151 |
|
|
2021
Q4 | $8.66M | Buy |
147,958
+64
| +0% | +$3.75K | 0.15% | 136 |
|
|
2021
Q3 | $8.67M | Buy |
147,894
+2,992
| +2% | +$175K | 0.16% | 131 |
|
|
2021
Q2 | $8.04M | Sell |
144,902
-1,800
| -1% | -$99.9K | 0.14% | 153 |
|
|
2021
Q1 | $8.56M | Sell |
146,702
-6,454
| -4% | -$376K | 0.17% | 131 |
|
|
2020
Q4 | $7.34M | Buy |
153,156
+9,361
| +7% | +$449K | 0.15% | 143 |
|
|
2020
Q3 | $5.47M | Sell |
143,795
-778
| -0.5% | -$29.6K | 0.14% | 156 |
|
|
2020
Q2 | $5.43M | Buy |
144,573
+1,114
| +0.8% | +$41.8K | 0.14% | 160 |
|
|
2020
Q1 | $4.42M | Sell |
143,459
-15,846
| -10% | -$489K | 0.13% | 166 |
|
|
2019
Q4 | $8.97M | Buy |
159,305
+28,911
| +22% | +$1.63M | 0.22% | 93 |
|
|
2019
Q3 | $6.96M | Sell |
130,394
-2,609
| -2% | -$139K | 0.19% | 123 |
|
|
2019
Q2 | $6.53M | Buy |
133,003
+88
| +0.1% | +$4.32K | 0.18% | 126 |
|
|
2019
Q1 | $6.19M | Sell |
132,915
-2,201
| -2% | -$102K | 0.17% | 133 |
|
|
2018
Q4 | $5.85M | Sell |
135,116
-2,928
| -2% | -$127K | 0.18% | 121 |
|
|
2018
Q3 | $6.7M | Sell |
138,044
-545
| -0.4% | -$26.5K | 0.17% | 132 |
|
|
2018
Q2 | $6.99M | Buy |
138,589
+12,351
| +10% | +$623K | 0.19% | 119 |
|
|
2018
Q1 | $6.57M | Sell |
126,238
-3,479
| -3% | -$181K | 0.17% | 137 |
|
|
2017
Q4 | $6.45M | Buy |
129,717
+25,680
| +25% | +$1.28M | 0.17% | 138 |
|
|
2017
Q3 | $4.88M | Sell |
104,037
-366
| -0.4% | -$17.2K | 0.13% | 180 |
|
|
2017
Q2 | $4.74M | Buy |
104,403
+19,058
| +22% | +$865K | 0.13% | 186 |
|
|
2017
Q1 | $3.82M | Buy |
85,345
+1,712
| +2% | +$76.5K | 0.11% | 235 |
|
|
2016
Q4 | $3.93M | Sell |
83,633
-1,119
| -1% | -$52.6K | 0.11% | 210 |
|
|
2016
Q3 | $3.2M | Sell |
84,752
-5,522
| -6% | -$208K | 0.09% | 249 |
|
|
2016
Q2 | $3.22M | Buy |
90,274
+10,640
| +13% | +$379K | 0.1% | 253 |
|
|
2016
Q1 | $2.65M | Buy |
79,634
+4,463
| +6% | +$148K | 0.08% | 289 |
|
|
2015
Q4 | $2.84M | Buy |
75,171
+654
| +0.9% | +$24.7K | 0.08% | 271 |
|
|
2015
Q3 | $2.65M | Sell |
74,517
-2,625
| -3% | -$93.5K | 0.08% | 292 |
|
|
2015
Q2 | $3.11M | Buy |
77,142
+10,897
| +16% | +$439K | 0.09% | 272 |
|
|
2015
Q1 | $2.58M | Buy |
66,245
+35,139
| +113% | +$1.37M | 0.07% | 326 |
|
|
2014
Q4 | $1.21M | Buy |
31,106
+3,392
| +12% | +$132K | 0.03% | 552 |
|
|
2014
Q3 | $1.03M | Sell |
27,714
-742
| -3% | -$27.6K | 0.03% | 596 |
|
|
2014
Q2 | $1.12M | Buy |
28,456
+4,043
| +17% | +$159K | 0.03% | 577 |
|
|
2014
Q1 | $981K | Buy |
24,413
+361
| +2% | +$14.5K | 0.03% | 605 |
|
|
2013
Q4 | $898K | Buy |
24,052
+4,882
| +25% | +$182K | 0.03% | 599 |
|
|
2013
Q3 | $647K | Sell |
19,170
-1,496
| -7% | -$50.5K | 0.02% | 683 |
|
|
2013
Q2 | $700K | Buy |
+20,666
| New | +$700K | 0.03% | 615 |
|