Optimal Asset Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$672K Buy
2021
Q2
$635K Hold
2021
Q1
$667K Buy
2020
Q4
$419K Buy
2020
Q3
$332K Sell
2020
Q2
$519K Sell
2020
Q1
$728 Buy
2019
Q4
$524K Buy