Cooper Financial Group’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,878	Closed	-$345K	–	408
2024 Q2	$345K	Sell	8,878 -6,332	-42%	-$246K	0.05%	275
2024 Q1	$593K	Buy	15,210 +328	+2%	+$12.8K	0.1%	188
2023 Q4	$549K	Buy	14,882 +460	+3%	+$17K	0.1%	189
2023 Q3	$413K	Buy	+14,422	New	+$413K	0.1%	219