Ascent 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
Q2
$916K Sell
2025
Q1
$906K Buy
2024
Q4
$893K Buy
2024
Q3
$210K Buy
2022
Q2
Sell
2022
Q1
$4M Buy
2021
Q4
$253K Buy