CIC Wealth’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$243K Hold
5,670
0.06% 149
2024
Q2
$220K Sell
5,670
-455
-7% -$17.7K 0.06% 151
2024
Q1
$239K Buy
+6,125
New +$239K 0.07% 144