Golden State Equity Partners’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$212K Buy
2025
Q1
Sell
2024
Q4
$266K Sell
2024
Q3
$378K Sell
2024
Q2
$446K Buy
2023
Q4
$419K Buy
2023
Q3
$308K Buy
2023
Q2
$268K Buy