Daymark Wealth Partners’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$506K Buy
2025
Q2
$363K Buy
2025
Q1
$252K Sell
2024
Q4
$314K Buy
2024
Q3
$296K Sell
2024
Q2
$280K Sell
2024
Q1
$315K Buy
2023
Q3
Sell
2023
Q2
$11.3M Buy
2023
Q1
$6.77M Buy
2022
Q4
$8.36M Buy