Atlantic Edge Private Wealth Management’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
$96.6K Sell
2025
Q1
$116K Buy
2024
Q4
$119K Sell
2024
Q3
$123K Buy
2024
Q2
$84.3K Buy
2024
Q1
$78.4K Sell
2023
Q4
$78.2K Buy