Accordant Advisory Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$197K Hold
2025
Q2
$185K Hold
2025
Q1
$177K Hold
2024
Q4
$186K Sell
2024
Q3
$193K Buy
2024
Q2
$40.2K Sell
2024
Q1
$58K Buy