Opus Capital Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,757
| Closed | -$296K | – | 121 |
|
|
2023
Q2 | $296K | Sell |
9,757
-3,086
| -24% | -$95.8K | 0.05% | 96 |
|
|
2023
Q1 | $438K | Sell |
12,843
-145
| -1% | -$6.33K | 0.08% | 79 |
|
|
2022
Q4 | $559K | Sell |
12,988
-485
| -4% | -$21.3K | 0.11% | 64 |
|
|
2022
Q3 | $587K | Buy |
13,473
+823
| +7% | +$39.6K | 0.13% | 54 |
|
|
2022
Q2 | $600K | Buy |
12,650
+1,601
| +14% | +$79K | 0.12% | 56 |
|
|
2022
Q1 | $626K | Hold |
11,049
| – | – | 0.12% | 59 |
|
|
2021
Q4 | $647K | Hold |
11,049
| – | – | 0.13% | 50 |
|
|
2021
Q3 | $648K | Sell |
11,049
-3,607
| -25% | -$202K | 0.15% | 48 |
|
|
2021
Q2 | $813K | Sell |
14,656
-1,222
| -8% | -$71.8K | 0.18% | 50 |
|
|
2021
Q1 | $926K | Sell |
15,878
-2,700
| -15% | -$148K | 0.22% | 43 |
|
|
2020
Q4 | $890K | Sell |
18,578
-200
| -1% | -$9.05K | 0.23% | 50 |
|
|
2020
Q3 | $715K | Sell |
18,778
-2,920
| -13% | -$110K | 0.21% | 52 |
|
|
2020
Q2 | $815K | Sell |
21,698
-295
| -1% | -$10.6K | 0.25% | 49 |
|
|
2020
Q1 | $678K | Sell |
21,993
-2,433
| -10% | -$115K | 0.24% | 50 |
|
|
2019
Q4 | $1.38M | Sell |
24,426
-135
| -0.5% | -$7.31K | 0.4% | 30 |
|
|
2019
Q3 | $1.31M | Sell |
24,561
-50
| -0.2% | -$2.48K | 0.4% | 33 |
|
|
2019
Q2 | $1.21M | Buy |
24,611
+3,960
| +19% | +$194K | 0.36% | 36 |
|
|
2019
Q1 | $961K | Sell |
20,651
-755
| -4% | -$36.8K | 0.26% | 69 |
|
|
2018
Q4 | $927K | Hold |
21,406
| – | – | 0.19% | 105 |
|
|
2018
Q3 | $1.04M | Sell |
21,406
-2,655
| -11% | -$136K | 0.23% | 104 |
|
|
2018
Q2 | $1.21M | Buy |
24,061
+196
| +0.8% | +$10.4K | 0.3% | 100 |
|
|
2018
Q1 | $1.24M | Hold |
23,865
| – | – | 0.31% | 100 |
|
|
2017
Q4 | $1.19M | Hold |
23,865
| – | – | 0.26% | 103 |
|
|
2017
Q3 | $1.12M | Sell |
23,865
-1,940
| -8% | -$89.2K | 0.25% | 99 |
|
|
2017
Q2 | $1.17M | Sell |
25,805
-1,535
| -6% | -$66.7K | 0.23% | 93 |
|
|
2017
Q1 | $1.22M | Hold |
27,340
| – | – | 0.16% | 96 |
|
|
2016
Q4 | $1.29M | Buy |
27,340
+1,500
| +6% | +$63.8K | 0.19% | 82 |
|
|
2016
Q3 | $975K | Sell |
25,840
-615
| -2% | -$22.9K | 0.2% | 93 |
|
|
2016
Q2 | $942K | Buy |
26,455
+4,335
| +20% | +$151K | 0.21% | 100 |
|
|
2016
Q1 | $736K | Buy |
22,120
+2,120
| +11% | +$70.4K | 0.16% | 119 |
|
|
2015
Q4 | $757K | Buy |
20,000
+6,435
| +47% | +$242K | 0.13% | 137 |
|
|
2015
Q3 | $483K | Buy |
+13,565
| New | +$523K | 0.08% | 168 |
|
Other funds holding TFC
Opus Capital Group's TFC Position: Q3 2023 in Review
Opus Capital Group sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 9,757 shares — an estimated $296K sold.
Opus Capital Group first reported a position in TFC in Q3 2015 and held it in 32 quarters. The position peaked at $1.38M in Q4 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.
- Opus Capital Group reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
- Opus Capital Group sold 9,757 Truist Financial shares in Q3 2023, an estimated $296K.
- Opus Capital Group first reported a position in Truist Financial in Q3 2015 and held it in 32 quarters.
- Opus Capital Group's Truist Financial position peaked at $1.38M in Q4 2019.
- 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.
Based on Opus Capital Group's 13F filing for Q3 2023, filed 31 Oct 2023.