AssuredPartners Investment Advisors’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	$1.36M	Buy	31,574 +948	+3%	+$40.8K	0.33%	56
2025 Q1	$1.26M	Buy	30,626 +2,827	+10%	+$116K	0.24%	105
2024 Q4	$1.21M	Buy	+27,799	New	+$1.21M	0.24%	102