Osaic Holdings’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
339,492
+10,214
| +3% | +$439K | 0.03% | 531 |
|
|
2025
Q1 | $13.6M | Buy |
329,278
+21,529
| +7% | +$886K | 0.03% | 555 |
|
|
2024
Q4 | $12.8M | Buy |
307,749
+34,825
| +13% | +$1.45M | 0.03% | 561 |
|
|
2024
Q3 | $11.7M | Sell |
272,924
-10,798
| -4% | -$462K | 0.03% | 604 |
|
|
2024
Q2 | $11M | Buy |
283,722
+19,064
| +7% | +$741K | 0.03% | 594 |
|
|
2024
Q1 | $10.3M | Sell |
264,658
-98,118
| -27% | -$3.82M | 0.02% | 673 |
|
|
2023
Q4 | $13.4M | Sell |
362,776
-191,178
| -35% | -$7.06M | 0.02% | 652 |
|
|
2023
Q3 | $15.9M | Buy |
553,954
+82,852
| +18% | +$2.37M | 0.02% | 637 |
|
|
2023
Q2 | $14.4M | Buy |
471,102
+4,725
| +1% | +$145K | 0.03% | 589 |
|
|
2023
Q1 | $15.9M | Buy |
466,377
+20,039
| +4% | +$681K | 0.03% | 540 |
|
|
2022
Q4 | $19.2M | Buy |
446,338
+97,298
| +28% | +$4.19M | 0.04% | 446 |
|
|
2022
Q3 | $15.2M | Buy |
349,040
+21,732
| +7% | +$946K | 0.03% | 481 |
|
|
2022
Q2 | $15.6M | Buy |
327,308
+1,746
| +0.5% | +$83K | 0.03% | 472 |
|
|
2022
Q1 | $16.7M | Buy |
325,562
+16,970
| +5% | +$868K | 0.03% | 511 |
|
|
2021
Q4 | $18.1M | Buy |
308,592
+37,606
| +14% | +$2.21M | 0.03% | 456 |
|
|
2021
Q3 | $15.9M | Buy |
270,986
+12,896
| +5% | +$759K | 0.03% | 479 |
|
|
2021
Q2 | $14.3M | Buy |
258,090
+2,450
| +1% | +$136K | 0.03% | 496 |
|
|
2021
Q1 | $14.9M | Buy |
255,640
+23,109
| +10% | +$1.35M | 0.04% | 443 |
|
|
2020
Q4 | $11.1M | Buy |
232,531
+3,970
| +2% | +$190K | 0.03% | 485 |
|
|
2020
Q3 | $8.69M | Buy |
228,561
+3,961
| +2% | +$151K | 0.03% | 516 |
|
|
2020
Q2 | $8.43M | Sell |
224,600
-24,542
| -10% | -$921K | 0.03% | 500 |
|
|
2020
Q1 | $7.63M | Buy |
+249,142
| New | +$7.63M | 0.03% | 453 |
|