Avantra 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	–	Sell	-4,985	Closed	-$205K	–	161
2025 Q1	$205K	Sell	4,985 -1,050	-17%	-$43.2K	0.2%	144
2024 Q4	$262K	Buy	+6,035	New	+$262K	0.24%	127