Bingham Private 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
$401K Sell
9,323
-824
-8% -$35.4K 0.38% 87
2025
Q1
$418K Buy
10,147
+2,880
+40% +$119K 0.43% 79
2024
Q4
$315K Buy
+7,267
New +$315K 0.34% 94