OAM
Optimal Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $672K | Buy |
11,455
+16
| +0.1% | +$939 | 0.08% | 284 |
|
|
2021
Q2 | $635K | Hold |
11,439
| – | – | 0.08% | 296 |
|
|
2021
Q1 | $667K | Buy |
11,439
+2,700
| +31% | +$157K | 0.09% | 284 |
|
|
2020
Q4 | $419K | Buy |
8,739
+20
| +0.2% | +$959 | 0.06% | 362 |
|
|
2020
Q3 | $332K | Sell |
8,719
-5,099
| -37% | -$194K | 0.05% | 373 |
|
|
2020
Q2 | $519K | Sell |
13,818
-9,800
| -41% | -$368K | 0.08% | 322 |
|
|
2020
Q1 | $728 | Buy |
23,618
+14,314
| +154% | +$441 | 0.07% | 322 |
|
|
2019
Q4 | $524K | Buy |
+9,304
| New | +$524K | 0.08% | 321 |
|