CIA
Compass Ion Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
20,973
+33
| +0.2% | +$1.42K | 0.1% | 110 |
|
|
2025
Q1 | $862K | Sell |
20,940
-68
| -0.3% | -$2.8K | 0.1% | 113 |
|
|
2024
Q4 | $911K | Sell |
21,008
-24,343
| -54% | -$1.06M | 0.11% | 107 |
|
|
2024
Q3 | $1.94M | Buy |
+45,351
| New | +$1.94M | 0.24% | 59 |
|