Ballew Advisors’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$379K	Buy	8,323 +14	+0.2%	+$638	0.23%	77
2025 Q1	$294K	Buy	8,309 +150	+2%	+$5.31K	0.2%	85
2024 Q4	$352K	Sell	8,159 -1,059	-11%	-$45.7K	0.22%	76
2024 Q3	$393K	Buy	9,218 +3,616	+65%	+$154K	0.26%	73
2024 Q2	$232K	Hold	5,602	–	–	0.15%	91
2024 Q1	$210K	Hold	5,602	–	–	0.15%	95
2023 Q4	$203K	Buy	+5,602	New	+$203K	0.15%	94
2023 Q1	–	Sell	-5,602	Closed	-$264K	–	114
2022 Q4	$264K	Sell	5,602 -1,525	-21%	-$71.9K	0.2%	85
2022 Q3	$309K	Hold	7,127	–	–	0.28%	72
2022 Q2	$322K	Hold	7,127	–	–	0.29%	69
2022 Q1	$371K	Hold	7,127	–	–	0.28%	76
2021 Q4	$480K	Hold	7,127	–	–	0.33%	70
2021 Q3	$434K	Hold	7,127	–	–	0.32%	70
2021 Q2	$390K	Sell	7,127 -7,127	-50%	-$390K	0.27%	80
2021 Q1	$842K	Buy	14,254 +7,778	+120%	+$459K	0.31%	71
2020 Q4	$330K	Hold	6,476	–	–	0.25%	78
2020 Q3	$267K	Hold	6,476	–	–	0.23%	69
2020 Q2	$229K	Buy	+6,476	New	+$229K	0.22%	78
2020 Q1	–	Sell	-7,346	Closed	-$413K	–	88
2019 Q4	$413K	Buy	+7,346	New	+$413K	0.35%	56