Fiducient Advisors’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Hold	8,915	–	–	0.05%	107
2025 Q1	$367K	Sell	8,915 -400	-4%	-$16.5K	0.05%	112
2024 Q4	$404K	Buy	9,315 +400	+4%	+$17.4K	0.05%	103
2024 Q3	$381K	Hold	8,915	–	–	0.04%	104
2024 Q2	$346K	Hold	8,915	–	–	0.05%	107
2024 Q1	$348K	Sell	8,915 -86	-1%	-$3.35K	0.07%	99
2023 Q4	$332K	Buy	9,001 +55	+0.6%	+$2.03K	0.06%	95
2023 Q3	$256K	Sell	8,946 -789	-8%	-$22.6K	0.01%	99
2023 Q2	$295K	Buy	9,735 +493	+5%	+$15K	0.09%	44
2023 Q1	$315K	Buy	9,242 +31	+0.3%	+$1.06K	0.1%	39
2022 Q4	$396K	Hold	9,211	–	–	0.12%	108
2022 Q3	$401K	Hold	9,211	–	–	0.19%	36
2022 Q2	$437K	Hold	9,211	–	–	0.16%	48
2022 Q1	$522K	Hold	9,211	–	–	0.2%	37
2021 Q4	$539K	Buy	9,211 +137	+2%	+$8.02K	0.16%	30
2021 Q3	$532K	Sell	9,074 -335	-4%	-$19.6K	0.16%	48
2021 Q2	$522K	Sell	9,409 -160	-2%	-$8.88K	0.16%	39
2021 Q1	$558K	Sell	9,569 -440	-4%	-$25.7K	0.18%	40
2020 Q4	$480K	Hold	10,009	–	–	0.18%	41
2020 Q3	$381K	Hold	10,009	–	–	0.21%	14
2020 Q2	$376K	Sell	10,009 -1,000	-9%	-$37.6K	0.23%	14
2020 Q1	$340K	Hold	11,009	–	–	0.2%	16
2019 Q4	$620K	Hold	11,009	–	–	0.34%	14
2019 Q3	$588K	Hold	11,009	–	–	0.33%	14
2019 Q2	$541K	Hold	11,009	–	–	0.32%	14
2019 Q1	$512K	Hold	11,009	–	–	0.25%	16
2018 Q4	$477K	Hold	11,009	–	–	0.27%	17
2018 Q3	$534K	Hold	11,009	–	–	0.27%	16
2018 Q2	$555K	Hold	11,009	–	–	0.28%	16
2018 Q1	$573K	Buy	+11,009	New	+$573K	0.29%	15