Silver Oak Securities’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 | $868K | Buy |
20,202
+4,781
| +31% | +$206K | 0.07% | 280 |
|
|
2025
Q1 | $624K | Buy |
15,421
+917
| +6% | +$37.1K | 0.06% | 327 |
|
|
2024
Q4 | $629K | Buy |
14,504
+1,334
| +10% | +$57.9K | 0.06% | 334 |
|
|
2024
Q3 | $560K | Buy |
13,170
+2,030
| +18% | +$86.3K | 0.06% | 313 |
|
|
2024
Q2 | $433K | Buy |
11,140
+2,301
| +26% | +$89.4K | 0.06% | 240 |
|
|
2024
Q1 | $345K | Sell |
8,839
-2,876
| -25% | -$112K | 0.05% | 280 |
|
|
2023
Q4 | $433K | Buy |
11,715
+4,269
| +57% | +$158K | 0.06% | 301 |
|
|
2023
Q3 | $213K | Sell |
7,446
-1,413
| -16% | -$40.4K | 0.05% | 279 |
|
|
2023
Q2 | $269K | Buy |
8,859
+1,215
| +16% | +$36.9K | 0.04% | 369 |
|
|
2023
Q1 | $261K | Buy |
7,644
+703
| +10% | +$24K | 0.04% | 308 |
|
|
2022
Q4 | $299K | Sell |
6,941
-505
| -7% | -$21.8K | 0.06% | 227 |
|
|
2022
Q3 | $213K | Buy |
7,446
+1,012
| +16% | +$29K | 0.05% | 279 |
|
|
2022
Q2 | $311K | Buy |
6,434
+314
| +5% | +$15.2K | 0.07% | 191 |
|
|
2022
Q1 | $329K | Buy |
+6,120
| New | +$329K | 0.07% | 217 |
|