Forefront Wealth Partners’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
$544K Sell
12,535
-17
-0.1% -$737 0.37% 54
2025
Q1
$517K Buy
12,552
+17
+0.1% +$700 0.35% 67
2024
Q4
$544K Buy
+12,535
New +$544K 0.41% 52