Capital Planning Advisors’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,269	Closed	-$242K	–	166
2022 Q1	$242K	Buy	4,269 +11	+0.3%	+$624	0.05%	146
2021 Q4	$249K	Hold	4,258	–	–	0.05%	144
2021 Q3	$250K	Sell	4,258 -152	-3%	-$8.92K	0.05%	132
2021 Q2	$245K	Buy	+4,410	New	+$245K	0.05%	135