Congress Asset Management’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$810K	Sell	18,848 -10,455	-36%	-$449K	0.01%	325
2025 Q1	$1.21M	Sell	29,303 -2,663	-8%	-$110K	0.01%	298
2024 Q4	$1.39M	Buy	+31,966	New	+$1.39M	0.01%	299