West Oak Capital’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$326K Sell
2019
Q4
$654K Buy
2019
Q2
Sell
2019
Q1
$4K Hold
2018
Q4
$3.77K Hold
2018
Q3
$4.22K Buy