DFPG Investments’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20,033	Closed	-$683K	–	595
2023 Q1	$683K	Buy	20,033 +1,371	+7%	+$46.8K	0.07%	270
2022 Q4	$865K	Buy	18,662 +9,481	+103%	+$440K	0.14%	167
2022 Q3	$381K	Buy	+9,181	New	+$381K	0.16%	96