OWA
Outlook Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,922
| Closed | -$441K | – | 219 |
|
|
2023
Q1 | $441K | Buy |
12,922
+401
| +3% | +$13.7K | 0.2% | 125 |
|
|
2022
Q4 | $539K | Buy |
12,521
+130
| +1% | +$5.59K | 0.26% | 101 |
|
|
2022
Q3 | $539K | Buy |
12,391
+7
| +0.1% | +$304 | 0.24% | 104 |
|
|
2022
Q2 | $587K | Buy |
12,384
+581
| +5% | +$27.5K | 0.24% | 112 |
|
|
2022
Q1 | $670K | Sell |
11,803
-80
| -0.7% | -$4.54K | 0.22% | 112 |
|
|
2021
Q4 | $696K | Buy |
11,883
+274
| +2% | +$16K | 0.2% | 111 |
|
|
2021
Q3 | $681K | Buy |
11,609
+146
| +1% | +$8.57K | 0.22% | 106 |
|
|
2021
Q2 | $636K | Buy |
11,463
+1,421
| +14% | +$78.8K | 0.2% | 126 |
|
|
2021
Q1 | $586K | Buy |
10,042
+379
| +4% | +$22.1K | 0.2% | 126 |
|
|
2020
Q4 | $463K | Buy |
9,663
+468
| +5% | +$22.4K | 0.17% | 136 |
|
|
2020
Q3 | $350K | Buy |
9,195
+736
| +9% | +$28K | 0.14% | 142 |
|
|
2020
Q2 | $318K | Buy |
8,459
+539
| +7% | +$20.3K | 0.13% | 140 |
|
|
2020
Q1 | $244K | Buy |
7,920
+460
| +6% | +$14.2K | 0.14% | 136 |
|
|
2019
Q4 | $420K | Buy |
7,460
+305
| +4% | +$17.2K | 0.24% | 84 |
|
|
2019
Q3 | $382K | Buy |
7,155
+185
| +3% | +$9.88K | 0.23% | 105 |
|
|
2019
Q2 | $342K | Buy |
+6,970
| New | +$342K | 0.23% | 113 |
|