Pin Oak Investment Advisors’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 | $43K | Hold |
1,069
| – | – | 0.04% | 207 |
|
|
2025
Q1 | $43K | Hold |
1,069
| – | – | 0.03% | 201 |
|
|
2024
Q4 | $46K | Hold |
1,069
| – | – | 0.04% | 191 |
|
|
2024
Q3 | $45K | Buy |
1,069
+215
| +25% | +$9.05K | 0.04% | 193 |
|
|
2024
Q2 | $33K | Hold |
854
| – | – | 0.03% | 215 |
|
|
2024
Q1 | $33K | Buy |
854
+694
| +434% | +$26.8K | 0.03% | 212 |
|
|
2023
Q4 | $6K | Hold |
160
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $5K | Hold |
160
| – | – | 0.01% | 386 |
|
|
2023
Q2 | $5K | Hold |
160
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $5K | Hold |
160
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $7K | Buy |
+160
| New | +$7K | 0.01% | 328 |
|
|
2020
Q2 | – | Sell |
-302
| Closed | -$9K | – | 399 |
|
|
2020
Q1 | $9K | Hold |
302
| – | – | 0.01% | 307 |
|
|
2019
Q4 | $17K | Hold |
302
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $16K | Hold |
302
| – | – | 0.01% | 281 |
|
|
2019
Q2 | $15K | Buy |
+302
| New | +$15K | 0.01% | 303 |
|
|
2018
Q3 | – | Sell |
-71
| Closed | -$4K | – | 440 |
|
|
2018
Q2 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 380 |
|