Cedar Brook Financial Partners’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,504	Closed	-$370K	–	358
2024 Q1	$370K	Buy	9,504 +313	+3%	+$12.2K	0.07%	268
2023 Q4	$343K	Buy	9,191 +673	+8%	+$25.1K	0.08%	263
2023 Q3	$244K	Buy	8,518 +193	+2%	+$5.52K	0.06%	304
2023 Q2	$253K	Buy	+8,325	New	+$253K	0.06%	321