Berkshire Bank’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,268	Closed	-$964K	–	136
2023 Q1	$964K	Sell	28,268 -390	-1%	-$13.3K	0.29%	68
2022 Q4	$1.23M	Sell	28,658 -1,541	-5%	-$66.3K	0.38%	60
2022 Q3	$1.32M	Buy	+30,199	New	+$1.32M	0.4%	58