Cherry Tree Wealth Management’s Truist Financial TFC Stock Holding History

Cherry Tree Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.57K	Hold
2025 Q2	$3.35K	Hold
2025 Q1	$3.21K	Hold
2024 Q4	$3.38K	Hold
2024 Q3	$3.34K	Hold
2024 Q2	$3.03K	Hold
2024 Q1	$3.04K	Hold
2023 Q4	$2.88K	Hold
2023 Q3	$2.23K	Sell
2023 Q2	$2.41K	Buy