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David Wealth Management’s Truist Financial TFC Stock Holding History

David Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.33M Hold
54,270
– – 1.74% 10
2025
Q1 		$2.23M Hold
54,270
– – 1.87% 9
2024
Q4 		$2.35M Buy
+54,270
New +$2.35M 1.94% 9