Advocacy Wealth Management Services’s Truist Financial TFC Stock Holding History

Advocacy Wealth Management Services’s Portfolio TFC Stock Details TFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$673K	Buy
2022 Q1	–	Sell
2021 Q4	$10K	Hold
2021 Q3	$10K	Buy
2020 Q1	–	Sell
2019 Q4	$22K	Buy
2016 Q1	–	Sell
2015 Q4	$8K	Buy