Gratus Wealth Advisors’s Truist Financial TFC Stock Holding History

Gratus Wealth 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
2025 Q2	$814K	Sell
2025 Q1	$810K	Buy
2024 Q4	$847K	Sell
2024 Q3	$865K	Sell
2024 Q2	$879K	Sell
2024 Q1	$1.05M	Buy
2023 Q4	$1.06M	Buy