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Ascent Wealth Partners’s Truist Financial TFC Stock Holding History

Ascent Wealth Partners’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,119
Closed -$309K – 169
2024
Q4 		$309K Sell
7,119
-319
-4% -$13.8K 0.04% 143
2024
Q3 		$318K Buy
+7,438
New +$318K 0.04% 135