Allegiance Financial Group Advisory Services’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	$241K	Buy	+5,604	New	+$241K	0.06%	131
2025 Q1	–	Sell	-4,825	Closed	-$209K	–	155
2024 Q4	$209K	Buy	4,825 +83	+2%	+$3.6K	0.07%	97
2024 Q3	$203K	Buy	+4,742	New	+$203K	0.07%	74