Optimum Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.7K | Hold |
|
|||||
|
2025
Q2 | $49.6K | Hold |
|
|||||
|
2025
Q1 | $47.4K | Sell |
|
|||||
|
2024
Q4 | $72.5K | Hold |
|
|||||
|
2024
Q3 | $71.5K | Hold |
|
|||||
|
2024
Q2 | $64.9K | Buy |
|
|||||
|
2024
Q1 | $53.4K | Hold |
|
|||||
|
2023
Q4 | $50.6K | Hold |
|
|||||
|
2023
Q3 | $39.2K | Sell |
|
|||||
|
2023
Q2 | $103K | Sell |
|
|||||
|
2023
Q1 | $124K | Sell |
|
|||||
|
2022
Q4 | $236K | Sell |
|
|||||
|
2022
Q3 | $256K | Buy |
|
|||||
|
2022
Q2 | $265K | Buy |
|
|||||
|
2022
Q1 | $289K | Sell |
|
|||||
|
2021
Q4 | $316K | Buy |
|
|||||
|
2021
Q3 | $161K | Sell |
|
|||||
|
2021
Q2 | $912K | Sell |
|
|||||
|
2021
Q1 | $988K | Hold |
|
|||||
|
2020
Q4 | $812K | Buy |
|
|||||
|
2020
Q3 | $611K | Sell |
|
|||||
|
2020
Q2 | $630K | Sell |
|
|||||
|
2020
Q1 | $713K | Buy |
|
|||||
|
2019
Q4 | $1.29M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $13K | Sell |
|
|||||
|
2018
Q3 | $53K | Hold |
|
|||||
|
2018
Q2 | $55K | Hold |
|
|||||
|
2018
Q1 | $57K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $19K | Hold |
|
|||||
|
2014
Q2 | $20K | Hold |
|
|||||
|
2014
Q1 | $20K | Buy |
|
|||||
|
2013
Q4 | $6K | Buy |
|