Concurrent Investment Advisors’s Truist Financial TFC Stock Holding History

Concurrent Investment 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	$6.21M	Buy
2025 Q1	$5.93M	Buy
2024 Q4	$5.74M	Sell
2024 Q3	$5.7M	Buy
2024 Q2	$5.05M	Buy
2024 Q1	$1.44M	Buy
2023 Q4	$1.11M	Buy