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Advisor Partners II’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.23M Buy
43,040
+20,029
+87% +$573K 0.05% 413
2023
Q2
$698K Sell
23,011
-12,602
-35% -$382K 0.03% 488
2023
Q1
$1.21M Sell
35,613
-10,032
-22% -$342K 0.07% 306
2022
Q4
$1.96M Buy
45,645
+570
+1% +$24.5K 0.12% 186
2022
Q3
$1.96M Buy
+45,075
New +$1.96M 0.15% 144