Avion 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
$10K Buy
248
+60
+32% +$2.42K ﹤0.01% 481
2025
Q1
$8K Hold
188
﹤0.01% 453
2024
Q4
$8K Buy
188
+12
+7% +$511 ﹤0.01% 452
2024
Q3
$7K Hold
176
﹤0.01% 462
2024
Q2
$6K Buy
176
+58
+49% +$1.98K ﹤0.01% 443
2024
Q1
$5K Sell
118
-3
-2% -$127 ﹤0.01% 478
2023
Q4
$4K Buy
121
+86
+246% +$2.84K ﹤0.01% 453
2023
Q3
$0 Sell
35
-13
-27% ﹤0.01% 1188
2023
Q2
$1K Buy
+48
New +$1K ﹤0.01% 649