CWM
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Centricity Wealth Management’s Truist Financial TFC Stock Holding History

Centricity Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.6K Hold
456
– – 0.02% 262
2025
Q1 		$18.8K Buy
456
+25
+6% +$1.03K 0.02% 258
2024
Q4 		$18.7K Buy
+431
New +$18.7K 0.02% 259