CCG 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
2022
Q1
Sell
-3,525
Closed -$206K 128
2021
Q4
$206K Hold
3,525
0.11% 91
2021
Q3
$207K Buy
+3,525
New +$207K 0.12% 97
2021
Q2
Sell
-3,834
Closed -$224K 92
2021
Q1
$224K Buy
+3,834
New +$224K 0.22% 65