CPC
Consolidated Planning Corp’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+5,488
| New | +$236K | 0.03% | 173 |
|
|
2021
Q4 | – | Sell |
-3,121
| Closed | -$183K | – | 398 |
|
|
2021
Q3 | $183K | Buy |
+3,121
| New | +$183K | 0.12% | 67 |
|
|
2020
Q1 | – | Sell |
-3,708
| Closed | -$209K | – | 46 |
|
|
2019
Q4 | $209K | Buy |
+3,708
| New | +$209K | 0.21% | 42 |
|