O'Shaughnessy Asset Management’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
Q2 | $24.5M | Buy |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $7.93M | Buy |
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|
2024
Q3 | $7.31M | Buy |
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|
2024
Q2 | $5.32M | Buy |
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|
2024
Q1 | $4.36M | Buy |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $904K | Buy |
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|
2020
Q3 | $524K | Buy |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $30K | Sell |
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|
2019
Q4 | $145K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6.76M | Sell |
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|
2019
Q1 | $7.29M | Buy |
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|
2018
Q4 | $6.19M | Buy |
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|
2018
Q3 | $5.72M | Buy |
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|
2018
Q2 | $2.69M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $165K | Sell |
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|
2017
Q3 | $164K | Buy |
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|
2017
Q2 | $158K | Sell |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $238K | Buy |
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