Aventura Private Wealth’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
Q4
$46.3K Hold
2025
Q3
$43K Sell
2025
Q2
$77K Sell
2025
Q1
$86.5K Sell
2024
Q4
$97.7K Buy