Glass Jacobson Investment 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
Q4
Sell
-292
Closed -$8.35K 821
2023
Q3
$8.35K Sell
292
-1,153
-80% -$33K ﹤0.01% 513
2023
Q2
$43.9K Buy
+1,445
New +$43.9K 0.02% 340
2022
Q4
$62.2K Buy
+1,445
New +$62.2K 0.03% 316