CSM Advisors’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,691	Closed	-$210K	–	144
2023 Q4	$210K	Sell	5,691 -1,300	-19%	-$48K	0.02%	139
2023 Q3	$200K	Sell	6,991 -1,100	-14%	-$31.5K	0.02%	136
2023 Q2	$246K	Sell	8,091 -2,700	-25%	-$82.1K	0.02%	141
2023 Q1	$368K	Hold	10,791	–	–	0.03%	127
2022 Q4	$464K	Hold	10,791	–	–	0.04%	119
2022 Q3	$470K	Hold	10,791	–	–	0.05%	116
2022 Q2	$512K	Hold	10,791	–	–	0.05%	105
2022 Q1	$612K	Hold	10,791	–	–	0.04%	106
2021 Q4	$632K	Hold	10,791	–	–	0.04%	123
2021 Q3	$633K	Hold	10,791	–	–	0.05%	110
2021 Q2	$599K	Buy	+10,791	New	+$599K	0.04%	119