Frederick Financial Consultants’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
$259K Buy
6,035
+31
+0.5% +$1.33K 0.16% 82
2025
Q1
$247K Buy
6,004
+53
+0.9% +$2.18K 0.18% 80
2024
Q4
$258K Buy
+5,951
New +$258K 0.21% 68