EAM
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Everstar Asset Management’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Hold
5,908
0.15% 159
2025
Q1
$243K Sell
5,908
-12
-0.2% -$494 0.16% 152
2024
Q4
$257K Buy
+5,920
New +$257K 0.18% 152