BankPlus Wealth Management’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	$348K	Buy	8,090 +180	+2%	+$7.74K	0.23%	82
2025 Q1	$325K	Buy	7,910 +532	+7%	+$21.9K	0.24%	81
2024 Q4	$320K	Buy	+7,378	New	+$320K	0.24%	82