Geller Advisors’s Truist Financial TFC Stock Holding History

Geller Advisors’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$284K	Buy
2024 Q3	$274K	Sell
2024 Q2	$265K	Buy
2024 Q1	$259K	Buy
2023 Q4	$244K	Sell
2023 Q3	$209K	Sell
2023 Q2	$231K	Buy
2022 Q2	–	Sell
2022 Q1	$214K	Sell
2021 Q4	$225K	Sell
2021 Q3	$225K	Buy