Elevated Capital Advisors’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	$746K	Hold	18,124	–	–	0.21%	148
2025 Q1	$746K	Buy	18,124 +495	+3%	+$20.4K	0.21%	148
2024 Q4	$765K	Sell	17,629 -379	-2%	-$16.4K	0.21%	141
2024 Q3	$770K	Sell	18,008 -1,197	-6%	-$51.2K	0.2%	154
2024 Q2	$746K	Buy	+19,205	New	+$746K	0.21%	131