Alteri Wealth’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	$605K	Buy	14,082 +1,126	+9%	+$48.4K	0.23%	110
2025 Q1	$533K	Sell	12,956 -1,533	-11%	-$63.1K	0.23%	106
2024 Q4	$629K	Buy	+14,489	New	+$629K	0.17%	86