Financial Synergies Wealth Advisors’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
-119
Closed -$4.06K 532
2023
Q1
$4.06K Buy
+119
New +$4.06K ﹤0.01% 272
2022
Q4
Sell
-25
Closed -$1.09K 499
2022
Q3
$1.09K Sell
25
-15
-38% -$653 ﹤0.01% 289
2022
Q2
$1.9K Buy
+40
New +$1.9K ﹤0.01% 239