OIA
Optimum Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Hold |
1,153
| – | – | 0.02% | 344 |
|
|
2025
Q1 | $47.4K | Sell |
1,153
-518
| -31% | -$21.3K | 0.02% | 339 |
|
|
2024
Q4 | $72.5K | Hold |
1,671
| – | – | 0.03% | 300 |
|
|
2024
Q3 | $71.5K | Hold |
1,671
| – | – | 0.03% | 312 |
|
|
2024
Q2 | $64.9K | Buy |
1,671
+300
| +22% | +$11.7K | 0.03% | 328 |
|
|
2024
Q1 | $53.4K | Hold |
1,371
| – | – | 0.02% | 356 |
|
|
2023
Q4 | $50.6K | Hold |
1,371
| – | – | 0.03% | 351 |
|
|
2023
Q3 | $39.2K | Sell |
1,371
-2,024
| -60% | -$57.9K | 0.02% | 392 |
|
|
2023
Q2 | $103K | Sell |
3,395
-254
| -7% | -$7.71K | 0.05% | 268 |
|
|
2023
Q1 | $124K | Sell |
3,649
-1,825
| -33% | -$62.2K | 0.07% | 233 |
|
|
2022
Q4 | $236K | Sell |
5,474
-400
| -7% | -$17.2K | 0.13% | 166 |
|
|
2022
Q3 | $256K | Buy |
5,874
+279
| +5% | +$12.2K | 0.14% | 160 |
|
|
2022
Q2 | $265K | Buy |
5,595
+500
| +10% | +$23.7K | 0.13% | 157 |
|
|
2022
Q1 | $289K | Sell |
5,095
-300
| -6% | -$17K | 0.12% | 162 |
|
|
2021
Q4 | $316K | Buy |
5,395
+2,650
| +97% | +$155K | 0.12% | 166 |
|
|
2021
Q3 | $161K | Sell |
2,745
-13,682
| -83% | -$802K | 0.07% | 263 |
|
|
2021
Q2 | $912K | Sell |
16,427
-518
| -3% | -$28.8K | 0.28% | 77 |
|
|
2021
Q1 | $988K | Hold |
16,945
| – | – | 0.29% | 80 |
|
|
2020
Q4 | $812K | Buy |
16,945
+880
| +5% | +$42.2K | 0.25% | 96 |
|
|
2020
Q3 | $611K | Sell |
16,065
-721
| -4% | -$27.4K | 0.21% | 108 |
|
|
2020
Q2 | $630K | Sell |
16,786
-6,346
| -27% | -$238K | 0.22% | 104 |
|
|
2020
Q1 | $713K | Buy |
23,132
+301
| +1% | +$9.28K | 0.29% | 74 |
|
|
2019
Q4 | $1.29M | Buy |
+22,831
| New | +$1.29M | 0.38% | 62 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$13K | – | 1025 |
|
|
2018
Q4 | $13K | Sell |
300
-800
| -73% | -$34.7K | ﹤0.01% | 720 |
|
|
2018
Q3 | $53K | Hold |
1,100
| – | – | 0.01% | 517 |
|
|
2018
Q2 | $55K | Hold |
1,100
| – | – | 0.02% | 516 |
|
|
2018
Q1 | $57K | Buy |
+1,100
| New | +$57K | 0.02% | 510 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$19K | – | 1020 |
|
|
2014
Q3 | $19K | Hold |
500
| – | – | 0.01% | 656 |
|
|
2014
Q2 | $20K | Hold |
500
| – | – | 0.01% | 660 |
|
|
2014
Q1 | $20K | Buy |
500
+340
| +213% | +$13.6K | 0.01% | 516 |
|
|
2013
Q4 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 656 |
|