Curio Wealth’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
$130K Buy
3,022
+3,020
+151,000% +$130K 0.06% 86
2025
Q1
$131K Sell
2
-1,035
-100% -$67.8M 0.07% 86
2024
Q4
$45K Buy
+1,037
New +$45K 0.02% 131