Cerro Pacific Wealth Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
2025
Q1
$819K Sell
2024
Q4
$812K Buy
2024
Q3
$701K Hold
2024
Q2
$701K Buy
2023
Q1
$361K Buy
2022
Q4
$233K Buy