Compass Ion Advisors’s Truist Financial TFC Stock Holding History

Compass Ion Advisors’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$902K	Buy
2025 Q1	$862K	Sell
2024 Q4	$911K	Sell
2024 Q3	$1.94M	Buy