Compass Ion Advisors’s Truist Financial TFC Stock Holding History

Compass Ion Advisors’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 Q4	–	Sell
2025 Q3	$479K	Sell
2025 Q2	$902K	Buy
2025 Q1	$862K	Sell
2024 Q4	$911K	Sell
2024 Q3	$1.94M	Buy