GWN Securities’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-57,406	Closed	-$2.37M	–	686
2025 Q1	$2.37M	Buy	57,406 +53,092	+1,231%	+$2.19M	0.13%	178
2024 Q4	$202K	Buy	+4,314	New	+$202K	0.05%	336