Atlantic Family 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	$229K	Sell	5,318 -20	-0.4%	-$860	0.2%	41
2025 Q1	$220K	Buy	5,338 +230	+5%	+$9.46K	0.2%	41
2024 Q4	$222K	Buy	+5,108	New	+$222K	0.26%	39