Golden State Wealth Management’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
Q2
$91K Sell
2025
Q1
$89.2K Buy
2024
Q4
$94K Buy
2020
Q3
Hold
2020
Q2
Sell
2020
Q1
$10K Buy
2019
Q2
Sell
2019
Q1
$4K Buy