GAA
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Global Assets Advisory’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,531
Closed -$286K 289
2025
Q1
$286K Buy
+7,531
New +$286K 0.05% 221
2024
Q2
Sell
-89,285
Closed -$2.33M 458
2024
Q1
$2.33M Buy
+89,285
New +$2.33M 0.11% 145