Edge Wealth Management’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-560	Closed	-$33K	–	413
2021 Q4	$33K	Hold	560	–	–	0.01%	209
2021 Q3	$33K	Hold	560	–	–	0.01%	213
2021 Q2	$31K	Hold	560	–	–	0.01%	231
2021 Q1	$33K	Hold	560	–	–	0.01%	221
2020 Q4	$27K	Hold	560	–	–	0.01%	219
2020 Q3	$21K	Hold	560	–	–	﹤0.01%	258
2020 Q2	$21K	Hold	560	–	–	﹤0.01%	357
2020 Q1	$17K	Sell	560 -9,187	-94%	-$279K	﹤0.01%	335
2019 Q4	$549K	Hold	9,747	–	–	0.11%	97
2019 Q3	$520K	Hold	9,747	–	–	0.12%	89
2019 Q2	$475K	Hold	9,747	–	–	0.11%	97
2019 Q1	$453K	Hold	9,747	–	–	0.11%	98
2018 Q4	$422K	Hold	9,747	–	–	0.12%	97
2018 Q3	$473K	Sell	9,747 -138	-1%	-$6.7K	0.11%	91
2018 Q2	$499K	Sell	9,885 -45	-0.5%	-$2.27K	0.13%	96
2018 Q1	$517K	Buy	9,930 +9,087	+1,078%	+$473K	0.14%	84
2017 Q4	$42K	Hold	843	–	–	0.01%	237
2017 Q3	$40K	Hold	843	–	–	0.01%	238
2017 Q2	$39K	Hold	843	–	–	0.01%	235
2017 Q1	$38K	Hold	843	–	–	0.01%	225
2016 Q4	$40K	Hold	843	–	–	0.02%	207
2016 Q3	$32K	Hold	843	–	–	0.01%	223
2016 Q2	$30K	Buy	843 +560	+198%	+$19.9K	0.01%	214
2016 Q1	$9K	Hold	283	–	–	﹤0.01%	298
2015 Q4	$11K	Hold	283	–	–	﹤0.01%	286
2015 Q3	$10K	Hold	283	–	–	﹤0.01%	289
2015 Q2	$11K	Hold	283	–	–	﹤0.01%	298
2015 Q1	$11K	Hold	283	–	–	﹤0.01%	299
2014 Q4	$11K	Hold	283	–	–	﹤0.01%	302
2014 Q3	$11K	Buy	+283	New	+$11K	﹤0.01%	305