Oxford Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,641
| Closed | -$220K | – | 334 |
|
|
2024
Q1 | $220K | Buy |
5,641
+92
| +2% | +$3.59K | 0.02% | 213 |
|
|
2023
Q4 | $205K | Buy |
+5,549
| New | +$205K | 0.02% | 227 |
|
|
2023
Q1 | – | Sell |
-5,315
| Closed | -$229K | – | 279 |
|
|
2022
Q4 | $229K | Buy |
+5,315
| New | +$229K | 0.03% | 179 |
|
|
2022
Q2 | – | Sell |
-8,501
| Closed | -$482K | – | 287 |
|
|
2022
Q1 | $482K | Sell |
8,501
-449
| -5% | -$25.5K | 0.06% | 121 |
|
|
2021
Q4 | $524K | Buy |
8,950
+437
| +5% | +$25.6K | 0.06% | 118 |
|
|
2021
Q3 | $499K | Buy |
8,513
+12
| +0.1% | +$703 | 0.06% | 111 |
|
|
2021
Q2 | $472K | Buy |
+8,501
| New | +$472K | 0.06% | 115 |
|
|
2021
Q1 | – | Sell |
-6,341
| Closed | -$304K | – | 228 |
|
|
2020
Q4 | $304K | Hold |
6,341
| – | – | 0.04% | 145 |
|
|
2020
Q3 | $241K | Buy |
+6,341
| New | +$241K | 0.04% | 148 |
|