Beverly Hills 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
2026 Q1	$255K	Sell	5,556 -312	-5%	-$15.4K	0.04%	297
2025 Q4	$289K	Sell	5,868 -285	-5%	-$13.1K	0.05%	264
2025 Q3	$281K	Buy	6,153 +114	+2%	+$5.14K	0.05%	279
2025 Q2	$260K	Sell	6,039 -1,405	-19%	-$55K	0.05%	292
2025 Q1	$306K	Buy	7,444 +116	+2%	+$5.17K	0.06%	262
2024 Q4	$318K	Sell	7,328 -229	-3%	-$10.2K	0.06%	248
2024 Q3	$323K	Sell	7,557 -1,157	-13%	-$48.9K	0.07%	258
2024 Q2	$339K	Sell	8,714 -959	-10%	-$36.2K	0.07%	250
2024 Q1	$377K	Buy	9,673 +3,380	+54%	+$124K	0.09%	241
2023 Q4	$232K	Sell	6,293 -3,403	-35%	-$107K	0.06%	299
2023 Q3	$277K	Sell	9,696 -10,311	-52%	-$317K	0.08%	237
2023 Q2	$642K	Buy	20,007 +10,414	+109%	+$323K	0.11%	203
2023 Q1	$327K	Buy	9,593 +1,875	+24%	+$81.8K	0.1%	210
2022 Q4	$332K	Buy	+7,718	New	+$339K	0.15%	163